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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
DF
1001
DecisionPoint Financial
Arizona
$166
UFPG
1002
United Financial Planning Group
New York
$166
PWMG
1003
Private Wealth Management Group
New Jersey
$83
MMCM
1004
Murphy & Mullick Capital Management
New York
$83
RJA
1005
Ross\Johnson & Associates
Minnesota
$83
PIS
1006
POM Investment Strategies
North Carolina
$51
BAMCO Inc
1007
BAMCO Inc
New York
ACM
1008
AEW Capital Management
Massachusetts
GC
1009
Gillson Capital
Illinois
Capital Fund Management (CFM)
1010
Capital Fund Management (CFM)
France
WCP
1011
Waterfront Capital Partners
New York
SPS
1012
Susquehanna Portfolio Strategies
Pennsylvania
SPPAM
1013
Summit Partners Public Asset Management
Massachusetts
Hudson Bay Capital Management
1014
Hudson Bay Capital Management
Connecticut
Qube Research & Technologies (QRT)
1015
Qube Research & Technologies (QRT)
United Kingdom
ZIM
1016
Zacks Investment Management
Illinois
IG
1017
ING Group
Netherlands
EP
1018
Edgestream Partners
New Jersey
ECM
1019
ExodusPoint Capital Management
New York
OTL
1020
Oak Thistle LLC
New York
NC
1021
NewSquare Capital
Pennsylvania
GWMR
1022
GC Wealth Management RIA
Massachusetts
JG
1023
Jain Global
New York
PL
1024
Perpetual Ltd
Australia
JF
1025
Jump Financial
Illinois