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Iron Mountain

1,010 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, 365 increasing their positions, 390 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: 1,0381,010 (-28)

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
1,010
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
951
Curio Wealth
Maryland
$8.75K
CPG
952
Cornerstone Planning Group
New Jersey
$8.71K
ADL
953
Asset Dedication LLC
California
$8.66K
SL
954
Salomon & Ludwin
Virginia
$8.38K
1IA
955
1620 Investment Advisors
Massachusetts
$8.15K
JSAM
956
J. Safra Asset Management
New York
$8.15K
WIM
957
Westside Investment Management
California
$8.08K
DWM
958
Dogwood Wealth Management
Kansas
$7.39K
TFA
959
Transamerica Financial Advisors
Florida
$7.38K
PWA
960
Physician Wealth Advisors
Utah
$7.27K
GWM
961
Geneos Wealth Management
Colorado
$6.73K
SC
962
SouthState Corp
Florida
$6.52K
GBT
963
Grove Bank & Trust
Florida
$6.52K
HHMI
964
Howard Hughes Medical Institute
Maryland
$6.42K
AWM
965
Activest Wealth Management
Florida
$6.42K
CIAS
966
CBIZ Investment Advisory Services
Ohio
$6.16K
FMTCOCP
967
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
GF
968
GGM Financials
Ohio
$5.91K
HNW
969
High Note Wealth
Minnesota
$5.61K
MAFA
970
MJT & Associates Financial Advisory
Minnesota
$5.61K
T. Rowe Price Investment Management
971
T. Rowe Price Investment Management
Maryland
$5K
MSWM
972
Mowery & Schoenfeld Wealth Management
Illinois
$5K
WPA
973
Wealth Preservation Advisors
Tennessee
$4.69K
CWM
974
Copia Wealth Management
Oregon
$4.28K
UCB
975
United Community Bank
South Carolina
$3.77K