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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
S
1001
Sachetta
Massachusetts
$10.7K
Kayne Anderson Rudnick Investment Management
1002
Kayne Anderson Rudnick Investment Management
California
$10.6K
BWM
1003
Benson Wealth Management
Tennessee
$10.4K
CWIG
1004
Chung Wu Investment Group
Texas
$10.2K
TFA
1005
Transamerica Financial Advisors
Florida
$10.1K
C
1006
Covestor
United Kingdom
$10K
EWM
1007
Evermay Wealth Management
Virginia
$9.91K
RTL
1008
Red Tortoise LLC
Georgia
$9.6K
WIM
1009
Westside Investment Management
California
$9.49K
OC
1010
Oakworth Capital
Alabama
$9.29K
IAAG
1011
Innovative Asset Advisors Group
Connecticut
$9.18K
ACM
1012
Anfield Capital Management
California
$8.99K
CW
1013
Curio Wealth
Maryland
$8.77K
JSAM
1014
J. Safra Asset Management
New York
$8.17K
BW
1015
Basepoint Wealth
Iowa
$7.87K
HNW
1016
High Note Wealth
Minnesota
$7.56K
BGAI
1017
Bruce G. Allen Investments
Colorado
$7.56K
JFGIW
1018
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.36K
JGCM
1019
Joseph Group Capital Management
Ohio
$7.25K
GBT
1020
Grove Bank & Trust
Florida
$7.15K
DWM
1021
Dogwood Wealth Management
Kansas
$7.15K
JWM
1022
JPL Wealth Management
Colorado
$7.05K
PSFG
1023
Park Square Financial Group
Georgia
$7.05K
AW
1024
Ankerstar Wealth
Texas
$6.8K
GWM
1025
Geneos Wealth Management
Colorado
$6.74K