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Iron Mountain

1,008 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, 389 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

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
1,008
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
HIW
976
Holos Integrated Wealth
Pennsylvania
$2.98K
HCM
977
Hollencrest Capital Management
California
$2.96K
AP
978
Aspect Partners
Virginia
$2.96K
TCA
979
Trifecta Capital Advisors
Illinois
$2.75K
SFCL
980
Strengthening Families & Communities LLC
Massachusetts
$2.45K
HFS
981
Horizon Financial Services
North Carolina
$2.35K
PA
982
Pineridge Advisors
Missouri
$2.24K
FC
983
Financial Consulate
Maryland
$2.24K
KG
984
Kilter Group
New York
$2.04K
OAJ
985
Ogorek Anthony Joseph
New York
$2K
MAM
986
Marquette Asset Management
Minnesota
$1.63K
PWA
987
Principia Wealth Advisory
Texas
$1.63K
TIM
988
Tortoise Investment Management
New York
$1.63K
CT
989
Clearstead Trust
Maine
$1.53K
MEG
990
Millstone Evans Group
Colorado
$1.43K
HFS
991
Hughes Financial Services
Virginia
$1.23K
QWM
992
Quaker Wealth Management
New Jersey
$1.02K
CAL
993
Capital Advisors Ltd
Ohio
$1K
ACA
994
American Capital Advisory
Idaho
$714
TFM
995
TFC Financial Management
Massachusetts
$714
RWM
996
Rialto Wealth Management
New York
$510
WWM
997
Wolff Wiese Magana
California
$510
GA
998
Guerra Advisors
Florida
$510
DCM
999
Davis Capital Management
Florida
$408
WW
1000
Winnow Wealth
Texas
$306