We are live on ! Find out more
IRM icon

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
OAJ
976
Ogorek Anthony Joseph
New York
$2K
KG
977
Kilter Group
New York
$1.82K
PWA
978
Principia Wealth Advisory
Texas
$1.66K
TSMHT
979
Thurston Springer Miller Herd & Titak
Indiana
$1.66K
VWWMG
980
Vermillion & White Wealth Management Group
Pennsylvania
$1.58K
BHWM
981
Bay Harbor Wealth Management
Maryland
$1.51K
SFCL
982
Strengthening Families & Communities LLC
Massachusetts
$1.24K
MEG
983
Millstone Evans Group
Colorado
$1.16K
CAL
984
Capital Advisors Ltd
Ohio
$1K
ACA
985
American Capital Advisory
Idaho
$913
HFS
986
Horizon Financial Services
North Carolina
$830
FC
987
Financial Consulate
Maryland
$830
CT
988
Colonial Trust
South Carolina
$747
TFM
989
TFC Financial Management
Massachusetts
$581
QWM
990
Quaker Wealth Management
New Jersey
$498
RWM
991
Rialto Wealth Management
New York
$498
SL
992
Salomon & Ludwin
Virginia
$418
WWM
993
Wolff Wiese Magana
California
$415
LIA
994
Luken Investment Analytics
Tennessee
$415
DCM
995
Davis Capital Management
Florida
$332
LWMI
996
Legacy Wealth Management (Idaho)
Idaho
$332
PWM
997
Proathlete Wealth Management
Florida
$250
WW
998
Winnow Wealth
Texas
$249
WWA
999
Wealth Watch Advisors
Colorado
$166
HFS
1000
Hughes Financial Services
Virginia
$166