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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
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
CCM
901
Chilton Capital Management
Texas
$17K
GKIM
902
GW&K Investment Management
Massachusetts
$17K
C
903
Covestor
United Kingdom
$15K
CMP
904
Coston McIsaac & Partners
Maine
$15K
TAM
905
Tucker Asset Management
Colorado
$14.9K
MCM
906
Manchester Capital Management
Vermont
$14.7K
FA
907
FSA Advisors
Michigan
$14.7K
PWPS
908
Pinnacle Wealth Planning Services
Ohio
$14.1K
CAM
909
Chesapeake Asset Management
New York
$14.1K
RWM
910
RMG Wealth Management
Wisconsin
$14.1K
SS
911
Sunbelt Securities
Texas
$13.6K
MCM
912
MV Capital Management
Maryland
$12.9K
APW
913
Atlantic Private Wealth
North Carolina
$12.5K
PWMG
914
Prestige Wealth Management Group
New Jersey
$12.4K
OC
915
Oakworth Capital
Alabama
$12.4K
CFD
916
Creative Financial Designs
Indiana
$11.5K
AAG
917
Accordant Advisory Group
Maryland
$11.4K
BIA
918
Bell Investment Advisors
California
$10.5K
OC
919
Optima Capital
Oregon
$10.4K
T
920
Tidemark
California
$10.4K
FDCP
921
Foster Dykema Cabot & Partners
Massachusetts
$10.3K
PPC
922
Park Place Capital
Alabama
$10.3K
MSFP
923
Mark Sheptoff Financial Planning
Connecticut
$10.2K
WA
924
Westfuller Advisors
New York
$9.93K
FAMI
925
Fideuram Asset Management (Ireland)
$9.7K