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Iron Mountain

988 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 320 increasing their positions, 408 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
988
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
WA
926
WPG Advisers
Maryland
$6.3K
FDW
927
Fourth Dimension Wealth
Ohio
$6.22K
JFGIW
928
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.04K
CAL
929
Capital Analysts LLC
Pennsylvania
$6K
GWM
930
Geneos Wealth Management
Colorado
$5.47K
GBT
931
Grove Bank & Trust
Florida
$5.31K
HHMI
932
Howard Hughes Medical Institute
Maryland
$5.23K
CIAS
933
CBIZ Investment Advisory Services
Ohio
$5.03K
FMTCOCP
934
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
GF
935
GGM Financials
Ohio
$4.85K
MAFA
936
MJT & Associates Financial Advisory
Minnesota
$4.56K
RWPA
937
Richard W. Paul & Associates
Michigan
$4.15K
HNW
938
High Note Wealth
Minnesota
$4.15K
HIA
939
HFM Investment Advisors
New Jersey
$4.15K
MSWM
940
Mowery & Schoenfeld Wealth Management
Illinois
$4.07K
T. Rowe Price Investment Management
941
T. Rowe Price Investment Management
Maryland
$4K
LAS
942
Lloyd Advisory Services
Georgia
$3.9K
WPA
943
Wealth Preservation Advisors
Tennessee
$3.73K
1IA
944
1620 Investment Advisors
Massachusetts
$3.48K
CWM
945
Copia Wealth Management
Oregon
$3.48K
BGAI
946
Bruce G. Allen Investments
Colorado
$3.4K
TFA
947
Transamerica Financial Advisors
Florida
$3.37K
TPBG
948
Turning Point Benefit Group
Maryland
$3.15K
UCB
949
United Community Bank
South Carolina
$3.07K
AFC
950
Ares Financial Consulting
California
$2.9K