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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
FMTCOCP
951
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
GF
952
GGM Financials
Ohio
$5.91K
HNW
953
High Note Wealth
Minnesota
$5.61K
MAFA
954
MJT & Associates Financial Advisory
Minnesota
$5.61K
T. Rowe Price Investment Management
955
T. Rowe Price Investment Management
Maryland
$5K
MSWM
956
Mowery & Schoenfeld Wealth Management
Illinois
$5K
WPA
957
Wealth Preservation Advisors
Tennessee
$4.69K
CWM
958
Copia Wealth Management
Oregon
$4.28K
TCM
959
Triumph Capital Management
Colorado
$3.77K
UCB
960
United Community Bank
South Carolina
$3.77K
EWP
961
Elevation Wealth Partners
California
$3.06K
T
962
TOBAM
France
$3K
HCM
963
Hollencrest Capital Management
California
$2.96K
AP
964
Aspect Partners
Virginia
$2.96K
TCA
965
Trifecta Capital Advisors
Illinois
$2.75K
SFCL
966
Strengthening Families & Communities LLC
Massachusetts
$2.45K
HFS
967
Horizon Financial Services
North Carolina
$2.35K
PA
968
Pineridge Advisors
Missouri
$2.24K
FC
969
Financial Consulate
Maryland
$2.24K
OAJ
970
Ogorek Anthony Joseph
New York
$2K
MAM
971
Marquette Asset Management
Minnesota
$1.63K
TIM
972
Tortoise Investment Management
New York
$1.63K
CT
973
Clearstead Trust
Maine
$1.53K
MEG
974
Millstone Evans Group
Colorado
$1.43K
HFS
975
Hughes Financial Services
Virginia
$1.23K