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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
926
Stance Capital
Massachusetts
$48.3K
FG
927
Franchise GP
$46.5K
WSFG
928
Wall Street Financial Group
Illinois
$46.2K
BCWM
929
Bartlett & Co Wealth Management
Ohio
$45.9K
MCM
930
Manchester Capital Management
Vermont
$44.5K
MWA
931
Medallion Wealth Advisors
Connecticut
$42.9K
SEP
932
Signature Equity Partners
Ohio
$42.9K
WA
933
WPG Advisers
Maryland
$42.6K
WPA
934
Wealth Preservation Advisors
Tennessee
$41K
NI
935
NCP Inc
California
$40.9K
BC
936
Barrett & Company
Rhode Island
$40.9K
B
937
Bayban
Minnesota
$40.9K
TLFA
938
True Link Financial Advisors
California
$40.9K
TCM
939
Triumph Capital Management
Colorado
$40.8K
BAM
940
Byrne Asset Management
New Jersey
$40.3K
Bank Julius Baer & Co
941
Bank Julius Baer & Co
Switzerland
$39.8K
KAS
942
Kemnay Advisory Services
New York
$39.4K
PSB
943
Piscataqua Savings Bank
New Hampshire
$36.1K
SWP
944
Strategic Wealth Partners
Ohio
$35.7K
QC
945
Quent Capital
New York
$35.3K
Q1WB
946
Quest 10 Wealth Builders
Virginia
$35.1K
GGI
947
Godsey & Gibb Inc
Virginia
$33.2K
CA
948
CoreCap Advisors
Michigan
$33K
NSIM
949
North Star Investment Management
Illinois
$31.6K
CWM
950
Cranbrook Wealth Management
Michigan
$30.6K