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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 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:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

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

Holders
1,077
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
AW
901
Avion Wealth
Texas
$66K
EF
902
Entrust Financial
Pennsylvania
$65.7K
FA
903
Financial Avengers
California
$63.1K
CJ
904
Caitlin John
Michigan
$61.6K
VFM
905
Vision Financial Markets
Connecticut
$61.3K
GWSA
906
Global Wealth Strategies & Associates
Colorado
$61.3K
SC
907
Sawyer & Company
Massachusetts
$60.8K
CTC
908
Central Trust Company
Missouri
$58K
ZBNA
909
Zions Bancorporation, National Association
Utah
$57.6K
EPL
910
Essential Partners LLC
California
$57.3K
WTC
911
WhitTier Trust Company
Nevada
$57.1K
HFM
912
Harvest Fund Management
China
$57K
AGWCA
913
Annis Gardner Whiting Capital Advisors
Florida
$56.5K
CA
914
Crewe Advisors
Utah
$53.5K
HI
915
Hoey Investments
Pennsylvania
$51.6K
MAM
916
Morse Asset Management
Connecticut
$51.1K
AFG
917
Albion Financial Group
Utah
$51.1K
HBW
918
Hazlett, Burt & Watson
West Virginia
$51K
CH
919
Canton Hathaway
Rhode Island
$49.9K
AF
920
Advisornet Financial
Minnesota
$49.9K
HDIM
921
Hanson & Doremus Investment Management
Vermont
$49K
Loomis, Sayles & Company
922
Loomis, Sayles & Company
Massachusetts
$48.9K
PF
923
PlanVest Financial
Maryland
$48.6K
BTI
924
Blue Trust Inc
Georgia
$48.5K
CSPIA
925
Cary Street Partners Investment Advisory
Virginia
$48.3K