IRM icon

Iron Mountain

988 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 320 increasing their positions, 408 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
988
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
ECM
1001
ExodusPoint Capital Management
New York
OTL
1002
Oak Thistle LLC
New York
NC
1003
NewSquare Capital
Pennsylvania
GWMR
1004
GC Wealth Management RIA
Massachusetts
JG
1005
Jain Global
New York
PL
1006
Perpetual Ltd
Australia
JF
1007
Jump Financial
Illinois
APC
1008
Aspire Private Capital
North Carolina
AIM
1009
Aigen Investment Management
New York
TSS
1010
Two Sigma Securities
New York
SFI
1011
Susquehanna Fundamental Investments
Pennsylvania
Twin Tree Management
1012
Twin Tree Management
Texas
CM
1013
Caption Management
Oklahoma
JSC
1014
Jackson Square Capital
California
NP
1015
NorthRock Partners
Minnesota
GAG
1016
GM Advisory Group
New York
PA
1017
Pinnacle Associates
New York
Kovitz Investment Group Partners
1018
Kovitz Investment Group Partners
Illinois
CG
1019
Caprock Group
Idaho
RWB
1020
RMR Wealth Builders
New Jersey
SIA
1021
Strategic Investment Advisors
Michigan
SB
1022
Strategic Blueprint
Georgia
PCG
1023
Prosperity Consulting Group
Maryland
JCM
1024
Jacobi Capital Management
Pennsylvania
DAS
1025
Dynamic Advisor Solutions
Arizona