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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
HFS
976
Horizon Financial Services
North Carolina
$2.35K
PA
977
Pineridge Advisors
Missouri
$2.24K
FC
978
Financial Consulate
Maryland
$2.24K
OAJ
979
Ogorek Anthony Joseph
New York
$2K
MAM
980
Marquette Asset Management
Minnesota
$1.63K
TIM
981
Tortoise Investment Management
New York
$1.63K
CT
982
Clearstead Trust
Maine
$1.53K
MEG
983
Millstone Evans Group
Colorado
$1.43K
HFS
984
Hughes Financial Services
Virginia
$1.23K
QWM
985
Quaker Wealth Management
New Jersey
$1.02K
CAL
986
Capital Advisors Ltd
Ohio
$1K
ACA
987
American Capital Advisory
Idaho
$714
TFM
988
TFC Financial Management
Massachusetts
$714
RWM
989
Rialto Wealth Management
New York
$510
WWM
990
Wolff Wiese Magana
California
$510
GA
991
Guerra Advisors
Florida
$510
DCM
992
Davis Capital Management
Florida
$408
WW
993
Winnow Wealth
Texas
$306
CT
994
Colonial Trust
South Carolina
$306
PAM
995
Palisade Asset Management
Minnesota
$306
PWM
996
Proathlete Wealth Management
Florida
$305
DF
997
DecisionPoint Financial
Arizona
$205
BHWM
998
Beaird Harris Wealth Management
Texas
$204
CTB
999
Country Trust Bank
Illinois
$204
PWMG
1000
Private Wealth Management Group
New Jersey
$102