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Iron Mountain

1,008 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, 365 increasing their positions, 389 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

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
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
926
RMG Wealth Management
Wisconsin
$15.5K
APW
927
Atlantic Private Wealth
North Carolina
$15.3K
OC
928
Oakworth Capital
Alabama
$15.2K
AAG
929
Accordant Advisory Group
Maryland
$14K
BIA
930
Bell Investment Advisors
California
$14K
RF
931
Rossby Financial
Florida
$13.8K
MAM
932
Meeder Asset Management
Ohio
$13.2K
T
933
Tidemark
California
$12.7K
PPC
934
Park Place Capital
Alabama
$12.6K
WA
935
WPG Advisers
Maryland
$12.5K
MSFP
936
Mark Sheptoff Financial Planning
Connecticut
$12.5K
BF
937
BOK Financial
Oklahoma
$12.3K
WA
938
Westfuller Advisors
New York
$12.2K
MCM
939
Manchester Capital Management
Vermont
$12.1K
MFT
940
Moisand Fitzgerald Tamayo
Florida
$11.5K
BGAI
941
Bruce G. Allen Investments
Colorado
$11K
SA
942
Strategic Advocates
Utah
$10.9K
LI
943
LRI Investments
Florida
$10.8K
Kayne Anderson Rudnick Investment Management
944
Kayne Anderson Rudnick Investment Management
California
$10.6K
CWIG
945
Chung Wu Investment Group
Texas
$10.2K
RTL
946
Red Tortoise LLC
Georgia
$9.58K
CFD
947
Creative Financial Designs
Indiana
$9.18K
ACM
948
Anfield Capital Management
California
$8.97K
CW
949
Curio Wealth
Maryland
$8.75K
CPG
950
Cornerstone Planning Group
New Jersey
$8.71K