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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
EFMH
1026
E Fund Management (HK)
Hong Kong
$6.74K
FMTCOCP
1027
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
HFS
1028
Horizon Financial Services
North Carolina
$5.82K
MAFA
1029
MJT & Associates Financial Advisory
Minnesota
$5.62K
EWP
1030
Elevation Wealth Partners
California
$5.31K
SSG
1031
Summit Securities Group
New York
$5K
MSWM
1032
Mowery & Schoenfeld Wealth Management
Illinois
$5K
BLC
1033
Brown, Lisle/Cummings
Rhode Island
$4.8K
CFM
1034
Cornerstone Financial Management
Massachusetts
$4.39K
WAG
1035
Wilkerson Advisory Group
Missouri
$4.39K
1IA
1036
1620 Investment Advisors
Massachusetts
$4.29K
CWM
1037
Copia Wealth Management
Oregon
$4.29K
LWMI
1038
Legacy Wealth Management (Idaho)
Idaho
$4.19K
UCB
1039
United Community Bank
South Carolina
$3.78K
SC
1040
SouthState Corp
Florida
$3.68K
AFC
1041
Ares Financial Consulting
California
$3.53K
CFG
1042
Clayton Financial Group
Missouri
$3.47K
HIW
1043
Holos Integrated Wealth
Pennsylvania
$3.12K
MAM
1044
Marquette Asset Management
Minnesota
$3.06K
AP
1045
Aspect Partners
Virginia
$2.96K
HCM
1046
Hollencrest Capital Management
California
$2.96K
RWPA
1047
Richard W. Paul & Associates
Michigan
$2.86K
ADL
1048
Asset Dedication LLC
California
$2.55K
CIAS
1049
CBIZ Investment Advisory Services
Ohio
$2.37K
SS
1050
Sunbelt Securities
Texas
$2.25K