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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
BFM
1026
Boothbay Fund Management
New York
AGA
1027
Accuvest Global Advisors
Utah
FTUS
1028
Flow Traders U.S.
New York
SWM
1029
SeaCrest Wealth Management
New York
FGP
1030
Freestone Grove Partners
California
TCWA
1031
Turtle Creek Wealth Advisors
Texas
DT
1032
Diversified Trust
Tennessee
CPA
1033
Cardiff Park Advisors
California
CW
1034
CreativeOne Wealth
Kansas
C
1035
Certuity
Florida
LSIA
1036
LaSalle St. Investment Advisors
Illinois
FC
1037
Farringdon Capital
United Kingdom
FP
1038
Fiduciary Planning
Florida
FCG
1039
Fielder Capital Group
Tennessee
BFC
1040
Bedel Financial Consulting
Indiana
PJSIMP
1041
P.J. Schmidt Investment Management (PJS)
Wisconsin
WPW
1042
Waldron Private Wealth
Pennsylvania
WA
1043
Wealth Alliance
New York
IF
1044
Intrua Financial
Texas
Walleye Trading
1045
Walleye Trading
New York
MFA
1046
Mayflower Financial Advisors
Massachusetts
Fayez Sarofim & Co
1047
Fayez Sarofim & Co
Texas
SMC
1048
Smith, Moore & Co
Missouri
WC
1049
Waterloo Capital
Texas
MAM
1050
Mystic Asset Management
Rhode Island