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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
MFT
926
Moisand Fitzgerald Tamayo
Florida
$11.5K
BGAI
927
Bruce G. Allen Investments
Colorado
$11K
SA
928
Strategic Advocates
Utah
$10.9K
LI
929
LRI Investments
Florida
$10.8K
Kayne Anderson Rudnick Investment Management
930
Kayne Anderson Rudnick Investment Management
California
$10.6K
CWIG
931
Chung Wu Investment Group
Texas
$10.2K
RTL
932
Red Tortoise LLC
Georgia
$9.58K
CFD
933
Creative Financial Designs
Indiana
$9.18K
ACM
934
Anfield Capital Management
California
$8.97K
CW
935
Curio Wealth
Maryland
$8.75K
CPG
936
Cornerstone Planning Group
New Jersey
$8.71K
ADL
937
Asset Dedication LLC
California
$8.66K
SL
938
Salomon & Ludwin
Virginia
$8.38K
1IA
939
1620 Investment Advisors
Massachusetts
$8.15K
JSAM
940
J. Safra Asset Management
New York
$8.15K
WIM
941
Westside Investment Management
California
$8.08K
DWM
942
Dogwood Wealth Management
Kansas
$7.39K
TFA
943
Transamerica Financial Advisors
Florida
$7.38K
PWA
944
Physician Wealth Advisors
Utah
$7.27K
GWM
945
Geneos Wealth Management
Colorado
$6.73K
SC
946
SouthState Corp
Florida
$6.52K
GBT
947
Grove Bank & Trust
Florida
$6.52K
HHMI
948
Howard Hughes Medical Institute
Maryland
$6.42K
AWM
949
Activest Wealth Management
Florida
$6.42K
CIAS
950
CBIZ Investment Advisory Services
Ohio
$6.16K