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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
951
PFS Partners
New Jersey
$30.6K
DWS
952
Dynamic Wealth Strategies
California
$30.6K
RF
953
Rossby Financial
Florida
$29.7K
SMBT
954
Southern Michigan Bank & Trust
Michigan
$29.2K
FNWA
955
Financial Network Wealth Advisors
Utah
$29K
LI
956
LRI Investments
Florida
$29K
HNB
957
Hilltop National Bank
Wyoming
$28.9K
TPWA
958
Twin Peaks Wealth Advisors
California
$28.8K
WBC
959
West Branch Capital
Massachusetts
$28.1K
AWM
960
Activest Wealth Management
Florida
$27.6K
IWM
961
IMG Wealth Management
Florida
$26.7K
HHGA
962
Halbert Hargrove Global Advisors
California
$25.5K
VR
963
Vision Retirement
New Jersey
$25.2K
GKIM
964
GW&K Investment Management
Massachusetts
$25K
NFSG
965
Newbridge Financial Services Group
Florida
$24.9K
PWAM
966
Private Wealth Asset Management
Iowa
$24.2K
IWP
967
IAG Wealth Partners
Wisconsin
$24.1K
CPG
968
Cornerstone Planning Group
New Jersey
$23.9K
P
969
Palladiem
Pennsylvania
$23.4K
GFA
970
Godfrey Financial Associates
New York
$23.3K
OCWP
971
Owl Creek Wealth Partners
Colorado
$22.8K
CB
972
Community Bank
New York
$22.8K
FMII
973
Farmers & Merchants Investments Inc
Nebraska
$21K
BA
974
Blueline Advisors
New Hampshire
$20.9K
CCM
975
Chilton Capital Management
Texas
$20.9K