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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
CB
976
Community Bank
New York
$22.8K
FMII
977
Farmers & Merchants Investments Inc
Nebraska
$21K
BA
978
Blueline Advisors
New Hampshire
$20.9K
CCM
979
Chilton Capital Management
Texas
$20.9K
OWA
980
Opal Wealth Advisors
New York
$20K
PWPS
981
Pinnacle Wealth Planning Services
Ohio
$20K
BIA
982
Bell Investment Advisors
California
$19.9K
RWM
983
RMG Wealth Management
Wisconsin
$19.5K
LWCFA
984
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.1K
CMP
985
Coston McIsaac & Partners
Maine
$19K
SL
986
Salomon & Ludwin
Virginia
$18.6K
FCG
987
Financial Connections Group
California
$18K
CAM
988
Chesapeake Asset Management
New York
$17.4K
OCM
989
Osbon Capital Management
Massachusetts
$16.4K
MCM
990
MV Capital Management
Maryland
$16.3K
MSFP
991
Mark Sheptoff Financial Planning
Connecticut
$16.2K
APW
992
Atlantic Private Wealth
North Carolina
$15.6K
WA
993
Westfuller Advisors
New York
$15.1K
MWM
994
Mosley Wealth Management
California
$14.2K
PPC
995
Park Place Capital
Alabama
$13.8K
T
996
Tidemark
California
$13.1K
MA
997
MCF Advisors
Kentucky
$12.7K
FDCP
998
Foster Dykema Cabot & Partners
Massachusetts
$12.5K
MFT
999
Moisand Fitzgerald Tamayo
Florida
$11.5K
GIA
1000
GHP Investment Advisors
Colorado
$11.4K