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Iron Mountain

1,010 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, 390 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: 1,0381,010 (-28)

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
1,010
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
CAM
926
Chesapeake Asset Management
New York
$17.3K
HWM
927
Hemington Wealth Management
Virginia
$16K
RWM
928
RMG Wealth Management
Wisconsin
$15.5K
APW
929
Atlantic Private Wealth
North Carolina
$15.3K
OC
930
Oakworth Capital
Alabama
$15.2K
AAG
931
Accordant Advisory Group
Maryland
$14K
BIA
932
Bell Investment Advisors
California
$14K
RF
933
Rossby Financial
Florida
$13.8K
MAM
934
Meeder Asset Management
Ohio
$13.2K
T
935
Tidemark
California
$12.7K
PPC
936
Park Place Capital
Alabama
$12.6K
WA
937
WPG Advisers
Maryland
$12.5K
MSFP
938
Mark Sheptoff Financial Planning
Connecticut
$12.5K
BF
939
BOK Financial
Oklahoma
$12.3K
WA
940
Westfuller Advisors
New York
$12.2K
MCM
941
Manchester Capital Management
Vermont
$12.1K
MFT
942
Moisand Fitzgerald Tamayo
Florida
$11.5K
BGAI
943
Bruce G. Allen Investments
Colorado
$11K
SA
944
Strategic Advocates
Utah
$10.9K
LI
945
LRI Investments
Florida
$10.8K
Kayne Anderson Rudnick Investment Management
946
Kayne Anderson Rudnick Investment Management
California
$10.6K
CWIG
947
Chung Wu Investment Group
Texas
$10.2K
RTL
948
Red Tortoise LLC
Georgia
$9.58K
CFD
949
Creative Financial Designs
Indiana
$9.18K
ACM
950
Anfield Capital Management
California
$8.97K