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Iron Mountain

988 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 320 increasing their positions, 408 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
988
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
951
Clayton Financial Group
Missouri
$2.82K
CFM
952
Cornerstone Financial Management
Massachusetts
$2.74K
CRI
953
Commonwealth Retirement Investments
Virginia
$2.66K
SC
954
SouthState Corp
Florida
$2.57K
HIW
955
Holos Integrated Wealth
Pennsylvania
$2.44K
HCM
956
Hollencrest Capital Management
California
$2.41K
AP
957
Aspect Partners
Virginia
$2.4K
OAJ
958
Ogorek Anthony Joseph
New York
$2K
KG
959
Kilter Group
New York
$1.82K
PWA
960
Principia Wealth Advisory
Texas
$1.66K
TSMHT
961
Thurston Springer Miller Herd & Titak
Indiana
$1.66K
VWWMG
962
Vermillion & White Wealth Management Group
Pennsylvania
$1.58K
BHWM
963
Bay Harbor Wealth Management
Maryland
$1.51K
SFCL
964
Strengthening Families & Communities LLC
Massachusetts
$1.24K
MEG
965
Millstone Evans Group
Colorado
$1.16K
CAL
966
Capital Advisors Ltd
Ohio
$1K
ACA
967
American Capital Advisory
Idaho
$913
HFS
968
Horizon Financial Services
North Carolina
$830
FC
969
Financial Consulate
Maryland
$830
CT
970
Colonial Trust
South Carolina
$747
TFM
971
TFC Financial Management
Massachusetts
$581
QWM
972
Quaker Wealth Management
New Jersey
$498
RWM
973
Rialto Wealth Management
New York
$498
SL
974
Salomon & Ludwin
Virginia
$418
WWM
975
Wolff Wiese Magana
California
$415