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Iron Mountain

1,001 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, 360 increasing their positions, 388 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
901
West Branch Capital
Massachusetts
$28K
NSIM
902
North Star Investment Management
Illinois
$27.5K
HCA
903
Harbor Capital Advisors
Illinois
$27K
TIM
904
Thompson Investment Management
Wisconsin
$26.9K
QC
905
Quent Capital
New York
$26.7K
PP
906
PFS Partners
New Jersey
$25.5K
IWM
907
IMG Wealth Management
Florida
$24.9K
NFSG
908
Newbridge Financial Services Group
Florida
$24.5K
PWAM
909
Private Wealth Asset Management
Iowa
$24.5K
GLF
910
Groupe la Francaise
France
$23.7K
HFS
911
Hantz Financial Services
Michigan
$22K
CCM
912
Chilton Capital Management
Texas
$20.9K
FMII
913
Farmers & Merchants Investments Inc
Nebraska
$20.5K
RA
914
Rise Advisors
New York
$20.4K
CMP
915
Coston McIsaac & Partners
Maine
$19K
GKIM
916
GW&K Investment Management
Massachusetts
$19K
C
917
Covestor
United Kingdom
$18K
SS
918
Sunbelt Securities
Texas
$17.5K
CAM
919
Chesapeake Asset Management
New York
$17.3K
HWM
920
Hemington Wealth Management
Virginia
$16K
RWM
921
RMG Wealth Management
Wisconsin
$15.5K
APW
922
Atlantic Private Wealth
North Carolina
$15.3K
OC
923
Oakworth Capital
Alabama
$15.2K
BIA
924
Bell Investment Advisors
California
$14K
AAG
925
Accordant Advisory Group
Maryland
$14K