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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,082
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
901
First Horizon Corporation
Tennessee
$67.4K
CFO
902
CVA Family Office
Colorado
$67.4K
PWA
903
Physician Wealth Advisors
Utah
$67.1K
VNA
904
Valley National Advisers
Pennsylvania
$66K
AW
905
Avion Wealth
Texas
$66K
EF
906
Entrust Financial
Pennsylvania
$65.7K
FA
907
Financial Avengers
California
$63.1K
CJ
908
Caitlin John
Michigan
$61.6K
VFM
909
Vision Financial Markets
Connecticut
$61.3K
GWSA
910
Global Wealth Strategies & Associates
Colorado
$61.3K
SC
911
Sawyer & Company
Massachusetts
$60.8K
CTC
912
Central Trust Company
Missouri
$58K
ZBNA
913
Zions Bancorporation, National Association
Utah
$57.6K
EP
914
Essential Partners
California
$57.3K
WTC
915
WhitTier Trust Company
Nevada
$57.1K
HFM
916
Harvest Fund Management
China
$57K
AGWCA
917
Annis Gardner Whiting Capital Advisors
Florida
$56.5K
CA
918
Crewe Advisors
Utah
$53.5K
HI
919
Hoey Investments
Pennsylvania
$51.6K
MAM
920
Morse Asset Management
Connecticut
$51.1K
AFG
921
Albion Financial Group
Utah
$51.1K
HBW
922
Hazlett, Burt & Watson
West Virginia
$51K
CH
923
Canton Hathaway
Rhode Island
$49.9K
AF
924
Advisornet Financial
Minnesota
$49.9K
HDIM
925
Hanson & Doremus Investment Management
Vermont
$49K