IRM icon

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
LIA
976
Luken Investment Analytics
Tennessee
$415
DCM
977
Davis Capital Management
Florida
$332
LWMI
978
Legacy Wealth Management (Idaho)
Idaho
$332
PWM
979
Proathlete Wealth Management
Florida
$250
WW
980
Winnow Wealth
Texas
$249
WWA
981
Wealth Watch Advisors
Colorado
$166
HFS
982
Hughes Financial Services
Virginia
$166
DF
983
DecisionPoint Financial
Arizona
$166
UFPG
984
United Financial Planning Group
New York
$166
PWMG
985
Private Wealth Management Group
New Jersey
$83
MMCM
986
Murphy & Mullick Capital Management
New York
$83
RJA
987
Ross\Johnson & Associates
Minnesota
$83
PIS
988
POM Investment Strategies
North Carolina
$51
BAMCO Inc
989
BAMCO Inc
New York
ACM
990
AEW Capital Management
Massachusetts
GC
991
Gillson Capital
Illinois
Capital Fund Management (CFM)
992
Capital Fund Management (CFM)
France
WCP
993
Waterfront Capital Partners
New York
SPS
994
Susquehanna Portfolio Strategies
Pennsylvania
SPPAM
995
Summit Partners Public Asset Management
Massachusetts
Hudson Bay Capital Management
996
Hudson Bay Capital Management
Connecticut
Qube Research & Technologies (QRT)
997
Qube Research & Technologies (QRT)
United Kingdom
ZIM
998
Zacks Investment Management
Illinois
IG
999
ING Group
Netherlands
EP
1000
Edgestream Partners
New Jersey