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Iron Mountain

1,008 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 365 increasing their positions, 389 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$110M
Net Calls
Net Calls Change

Top Sellers

1 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
901
Financial Network Wealth Advisors
Utah
$30.6K
HHGA
902
Halbert Hargrove Global Advisors
California
$30.1K
IWP
903
IAG Wealth Partners
Wisconsin
$30.1K
CPBTD
904
Central Pacific Bank - Trust Division
Hawaii
$28.3K
WBC
905
West Branch Capital
Massachusetts
$28K
NSIM
906
North Star Investment Management
Illinois
$27.5K
HCA
907
Harbor Capital Advisors
Illinois
$27K
TIM
908
Thompson Investment Management
Wisconsin
$26.9K
QC
909
Quent Capital
New York
$26.7K
PP
910
PFS Partners
New Jersey
$25.5K
IWM
911
IMG Wealth Management
Florida
$24.9K
NFSG
912
Newbridge Financial Services Group
Florida
$24.5K
PWAM
913
Private Wealth Asset Management
Iowa
$24.5K
GLF
914
Groupe la Francaise
France
$23.7K
HFS
915
Hantz Financial Services
Michigan
$22K
CCM
916
Chilton Capital Management
Texas
$20.9K
FMII
917
Farmers & Merchants Investments Inc
Nebraska
$20.5K
RA
918
Rise Advisors
New York
$20.4K
CMP
919
Coston McIsaac & Partners
Maine
$19K
GKIM
920
GW&K Investment Management
Massachusetts
$19K
MCM
921
MV Capital Management
Maryland
$18.7K
C
922
Covestor
United Kingdom
$18K
SS
923
Sunbelt Securities
Texas
$17.5K
CAM
924
Chesapeake Asset Management
New York
$17.3K
HWM
925
Hemington Wealth Management
Virginia
$16K