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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
Loomis, Sayles & Company
926
Loomis, Sayles & Company
Massachusetts
$48.9K
PF
927
PlanVest Financial
Maryland
$48.6K
BTI
928
Blue Trust Inc
Georgia
$48.5K
CSPIA
929
Cary Street Partners Investment Advisory
Virginia
$48.3K
SC
930
Stance Capital
Massachusetts
$48.3K
FG
931
Franchise GP
$46.5K
WSFG
932
Wall Street Financial Group
Illinois
$46.2K
BCWM
933
Bartlett & Co Wealth Management
Ohio
$45.9K
MCM
934
Manchester Capital Management
Vermont
$44.5K
MWA
935
Medallion Wealth Advisors
Connecticut
$42.9K
SEP
936
Signature Equity Partners
Ohio
$42.9K
WA
937
WPG Advisers
Maryland
$42.6K
WPA
938
Wealth Preservation Advisors
Tennessee
$41K
NI
939
NCP Inc
California
$40.9K
BC
940
Barrett & Company
Rhode Island
$40.9K
B
941
Bayban
Minnesota
$40.9K
TLFA
942
True Link Financial Advisors
California
$40.9K
TCM
943
Triumph Capital Management
Colorado
$40.8K
BAM
944
Byrne Asset Management
New Jersey
$40.3K
Bank Julius Baer & Co
945
Bank Julius Baer & Co
Switzerland
$39.8K
KAS
946
Kemnay Advisory Services
New York
$39.4K
PSB
947
Piscataqua Savings Bank
New Hampshire
$36.1K
SWP
948
Strategic Wealth Partners
Ohio
$35.7K
QC
949
Quent Capital
New York
$35.3K
Q1WB
950
Quest 10 Wealth Builders
Virginia
$35.1K