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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
APC
1026
Aspire Private Capital
North Carolina
AIM
1027
Aigen Investment Management
New York
TSS
1028
Two Sigma Securities
New York
SFI
1029
Susquehanna Fundamental Investments
Pennsylvania
Twin Tree Management
1030
Twin Tree Management
Texas
CM
1031
Caption Management
Oklahoma
JSC
1032
Jackson Square Capital
California
NP
1033
NorthRock Partners
Minnesota
GAG
1034
GM Advisory Group
New York
PA
1035
Pinnacle Associates
New York
Kovitz Investment Group Partners
1036
Kovitz Investment Group Partners
Illinois
CG
1037
Caprock Group
Idaho
RWB
1038
RMR Wealth Builders
New Jersey
SIA
1039
Strategic Investment Advisors
Michigan
SB
1040
Strategic Blueprint
Georgia
PCG
1041
Prosperity Consulting Group
Maryland
JCM
1042
Jacobi Capital Management
Pennsylvania
DAS
1043
Dynamic Advisor Solutions
Arizona
BFM
1044
Boothbay Fund Management
New York
AGA
1045
Accuvest Global Advisors
Utah
FTUS
1046
Flow Traders U.S.
New York
SWM
1047
SeaCrest Wealth Management
New York
FGP
1048
Freestone Grove Partners
California
TCWA
1049
Turtle Creek Wealth Advisors
Texas
DT
1050
Diversified Trust
Tennessee