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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
TFA
1001
Transamerica Financial Advisors
Florida
$10.1K
C
1002
Covestor
United Kingdom
$10K
EWM
1003
Evermay Wealth Management
Virginia
$9.91K
RTL
1004
Red Tortoise LLC
Georgia
$9.6K
WIM
1005
Westside Investment Management
California
$9.49K
OC
1006
Oakworth Capital
Alabama
$9.29K
IAAG
1007
Innovative Asset Advisors Group
Connecticut
$9.18K
ACM
1008
Anfield Capital Management
California
$8.99K
CW
1009
Curio Wealth
Maryland
$8.77K
JSAM
1010
J. Safra Asset Management
New York
$8.17K
BW
1011
Basepoint Wealth
Iowa
$7.87K
HNW
1012
High Note Wealth
Minnesota
$7.56K
BGAI
1013
Bruce G. Allen Investments
Colorado
$7.56K
JFGIW
1014
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.36K
JGCM
1015
Joseph Group Capital Management
Ohio
$7.25K
GBT
1016
Grove Bank & Trust
Florida
$7.15K
DWM
1017
Dogwood Wealth Management
Kansas
$7.15K
JWM
1018
JPL Wealth Management
Colorado
$7.05K
PSFG
1019
Park Square Financial Group
Georgia
$7.05K
AW
1020
Ankerstar Wealth
Texas
$6.8K
GWM
1021
Geneos Wealth Management
Colorado
$6.74K
EFMH
1022
E Fund Management (HK)
Hong Kong
$6.74K
FMTCOCP
1023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
HFS
1024
Horizon Financial Services
North Carolina
$5.82K
MAFA
1025
MJT & Associates Financial Advisory
Minnesota
$5.62K