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Iron Mountain

1,000 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, 360 increasing their positions, 388 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: 1,0341,000 (-34)

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
1,000
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
PA
976
Pineridge Advisors
Missouri
$2.24K
FC
977
Financial Consulate
Maryland
$2.24K
OAJ
978
Ogorek Anthony Joseph
New York
$2K
MAM
979
Marquette Asset Management
Minnesota
$1.63K
TIM
980
Tortoise Investment Management
New York
$1.63K
CT
981
Clearstead Trust
Maine
$1.53K
MEG
982
Millstone Evans Group
Colorado
$1.43K
HFS
983
Hughes Financial Services
Virginia
$1.23K
QWM
984
Quaker Wealth Management
New Jersey
$1.02K
CAL
985
Capital Advisors Ltd
Ohio
$1K
ACA
986
American Capital Advisory
Idaho
$714
TFM
987
TFC Financial Management
Massachusetts
$714
RWM
988
Rialto Wealth Management
New York
$510
WWM
989
Wolff Wiese Magana
California
$510
GA
990
Guerra Advisors
Florida
$510
DCM
991
Davis Capital Management
Florida
$408
WW
992
Winnow Wealth
Texas
$306
CT
993
Colonial Trust
South Carolina
$306
PAM
994
Palisade Asset Management
Minnesota
$306
PWM
995
Proathlete Wealth Management
Florida
$305
DF
996
DecisionPoint Financial
Arizona
$205
BHWM
997
Beaird Harris Wealth Management
Texas
$204
CTB
998
Country Trust Bank
Illinois
$204
PWMG
999
Private Wealth Management Group
New Jersey
$102
RWS
1000
Retirement Wealth Solutions
Wisconsin
$19