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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, 361 increasing their positions, 387 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
RF
926
Rossby Financial
Florida
$13.8K
MAM
927
Meeder Asset Management
Ohio
$13.2K
T
928
Tidemark
California
$12.7K
PPC
929
Park Place Capital
Alabama
$12.6K
WA
930
WPG Advisers
Maryland
$12.5K
MSFP
931
Mark Sheptoff Financial Planning
Connecticut
$12.5K
BF
932
BOK Financial
Oklahoma
$12.3K
WA
933
Westfuller Advisors
New York
$12.2K
MCM
934
Manchester Capital Management
Vermont
$12.1K
MFT
935
Moisand Fitzgerald Tamayo
Florida
$11.5K
BGAI
936
Bruce G. Allen Investments
Colorado
$11K
SA
937
Strategic Advocates
Utah
$10.9K
LI
938
LRI Investments
Florida
$10.8K
Kayne Anderson Rudnick Investment Management
939
Kayne Anderson Rudnick Investment Management
California
$10.6K
CWIG
940
Chung Wu Investment Group
Texas
$10.2K
RTL
941
Red Tortoise LLC
Georgia
$9.58K
CFD
942
Creative Financial Designs
Indiana
$9.18K
ACM
943
Anfield Capital Management
California
$8.97K
CW
944
Curio Wealth
Maryland
$8.75K
CPG
945
Cornerstone Planning Group
New Jersey
$8.71K
ADL
946
Asset Dedication LLC
California
$8.66K
SL
947
Salomon & Ludwin
Virginia
$8.38K
1IA
948
1620 Investment Advisors
Massachusetts
$8.15K
JSAM
949
J. Safra Asset Management
New York
$8.15K
WIM
950
Westside Investment Management
California
$8.08K