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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
976
Opal Wealth Advisors
New York
$20K
PWPS
977
Pinnacle Wealth Planning Services
Ohio
$20K
BIA
978
Bell Investment Advisors
California
$19.9K
RWM
979
RMG Wealth Management
Wisconsin
$19.5K
LWCFA
980
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.1K
CMP
981
Coston McIsaac & Partners
Maine
$19K
SL
982
Salomon & Ludwin
Virginia
$18.6K
FCG
983
Financial Connections Group
California
$18K
CAM
984
Chesapeake Asset Management
New York
$17.4K
OCM
985
Osbon Capital Management
Massachusetts
$16.4K
MCM
986
MV Capital Management
Maryland
$16.3K
MSFP
987
Mark Sheptoff Financial Planning
Connecticut
$16.2K
APW
988
Atlantic Private Wealth
North Carolina
$15.6K
WA
989
Westfuller Advisors
New York
$15.1K
MWM
990
Mosley Wealth Management
California
$14.2K
PPC
991
Park Place Capital
Alabama
$13.8K
T
992
Tidemark
California
$13.1K
MA
993
MCF Advisors
Kentucky
$12.7K
FDCP
994
Foster Dykema Cabot & Partners
Massachusetts
$12.5K
MFT
995
Moisand Fitzgerald Tamayo
Florida
$11.5K
GIA
996
GHP Investment Advisors
Colorado
$11.4K
S
997
Sachetta
Massachusetts
$10.7K
Kayne Anderson Rudnick Investment Management
998
Kayne Anderson Rudnick Investment Management
California
$10.6K
BWM
999
Benson Wealth Management
Tennessee
$10.4K
CWIG
1000
Chung Wu Investment Group
Texas
$10.2K