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Iron Mountain

988 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 320 increasing their positions, 408 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
988
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
901
Bell Investment Advisors
California
$10.5K
OC
902
Optima Capital
Oregon
$10.4K
T
903
Tidemark
California
$10.4K
FDCP
904
Foster Dykema Cabot & Partners
Massachusetts
$10.3K
PPC
905
Park Place Capital
Alabama
$10.3K
MSFP
906
Mark Sheptoff Financial Planning
Connecticut
$10.2K
WA
907
Westfuller Advisors
New York
$9.93K
FAMI
908
Fideuram Asset Management (Ireland)
$9.7K
MFT
909
Moisand Fitzgerald Tamayo
Florida
$9.37K
MA
910
MCF Advisors
Kentucky
$9.37K
GIA
911
GHP Investment Advisors
Colorado
$9.29K
SA
912
Strategic Advocates
Utah
$8.97K
LI
913
LRI Investments
Florida
$8.79K
Kayne Anderson Rudnick Investment Management
914
Kayne Anderson Rudnick Investment Management
California
$8.74K
BWM
915
Benson Wealth Management
Tennessee
$8.46K
CWIG
916
Chung Wu Investment Group
Texas
$8.29K
S
917
Sachetta
Massachusetts
$8.14K
RCM
918
Raleigh Capital Management
North Carolina
$8.12K
RTL
919
Red Tortoise LLC
Georgia
$7.8K
CPG
920
Cornerstone Planning Group
New Jersey
$7.66K
WIM
921
Westside Investment Management
California
$7.65K
ACM
922
Anfield Capital Management
California
$7.3K
ADL
923
Asset Dedication LLC
California
$7.05K
CW
924
Curio Wealth
Maryland
$6.99K
JSAM
925
J. Safra Asset Management
New York
$6.64K