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Iron Mountain

1,001 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, 361 increasing their positions, 387 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: 1,0341,001 (-33)

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
1,001
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
DWM
951
Dogwood Wealth Management
Kansas
$7.39K
TFA
952
Transamerica Financial Advisors
Florida
$7.38K
PWA
953
Physician Wealth Advisors
Utah
$7.27K
GWM
954
Geneos Wealth Management
Colorado
$6.73K
SC
955
SouthState Corp
Florida
$6.52K
GBT
956
Grove Bank & Trust
Florida
$6.52K
HHMI
957
Howard Hughes Medical Institute
Maryland
$6.42K
AWM
958
Activest Wealth Management
Florida
$6.42K
CIAS
959
CBIZ Investment Advisory Services
Ohio
$6.16K
FMTCOCP
960
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
GF
961
GGM Financials
Ohio
$5.91K
HNW
962
High Note Wealth
Minnesota
$5.61K
MAFA
963
MJT & Associates Financial Advisory
Minnesota
$5.61K
T. Rowe Price Investment Management
964
T. Rowe Price Investment Management
Maryland
$5K
MSWM
965
Mowery & Schoenfeld Wealth Management
Illinois
$5K
WPA
966
Wealth Preservation Advisors
Tennessee
$4.69K
CWM
967
Copia Wealth Management
Oregon
$4.28K
UCB
968
United Community Bank
South Carolina
$3.77K
EWP
969
Elevation Wealth Partners
California
$3.06K
T
970
TOBAM
France
$3K
HIW
971
Holos Integrated Wealth
Pennsylvania
$2.98K
HCM
972
Hollencrest Capital Management
California
$2.96K
AP
973
Aspect Partners
Virginia
$2.96K
TCA
974
Trifecta Capital Advisors
Illinois
$2.75K
SFCL
975
Strengthening Families & Communities LLC
Massachusetts
$2.45K