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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
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
FMTCOCP
951
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
GF
952
GGM Financials
Ohio
$4.85K
MAFA
953
MJT & Associates Financial Advisory
Minnesota
$4.56K
RWPA
954
Richard W. Paul & Associates
Michigan
$4.15K
HNW
955
High Note Wealth
Minnesota
$4.15K
HIA
956
HFM Investment Advisors
New Jersey
$4.15K
MSWM
957
Mowery & Schoenfeld Wealth Management
Illinois
$4.07K
T. Rowe Price Investment Management
958
T. Rowe Price Investment Management
Maryland
$4K
LAS
959
Lloyd Advisory Services
Georgia
$3.9K
WPA
960
Wealth Preservation Advisors
Tennessee
$3.73K
1IA
961
1620 Investment Advisors
Massachusetts
$3.48K
CWM
962
Copia Wealth Management
Oregon
$3.48K
BGAI
963
Bruce G. Allen Investments
Colorado
$3.4K
TFA
964
Transamerica Financial Advisors
Florida
$3.37K
TPBG
965
Turning Point Benefit Group
Maryland
$3.15K
UCB
966
United Community Bank
South Carolina
$3.07K
AFC
967
Ares Financial Consulting
California
$2.9K
CFG
968
Clayton Financial Group
Missouri
$2.82K
CFM
969
Cornerstone Financial Management
Massachusetts
$2.74K
CRI
970
Commonwealth Retirement Investments
Virginia
$2.66K
SC
971
SouthState Corp
Florida
$2.57K
HIW
972
Holos Integrated Wealth
Pennsylvania
$2.44K
HCM
973
Hollencrest Capital Management
California
$2.41K
AP
974
Aspect Partners
Virginia
$2.4K
GCM
975
Gunpowder Capital Management
Maryland
$2.32K