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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
EWP
1026
Elevation Wealth Partners
California
$5.31K
SSG
1027
Summit Securities Group
New York
$5K
MSWM
1028
Mowery & Schoenfeld Wealth Management
Illinois
$5K
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$4.8K
CFM
1030
Cornerstone Financial Management
Massachusetts
$4.39K
WAG
1031
Wilkerson Advisory Group
Missouri
$4.39K
1IA
1032
1620 Investment Advisors
Massachusetts
$4.29K
CWM
1033
Copia Wealth Management
Oregon
$4.29K
LWMI
1034
Legacy Wealth Management (Idaho)
Idaho
$4.19K
UCB
1035
United Community Bank
South Carolina
$3.78K
SC
1036
SouthState Corp
Florida
$3.68K
AFC
1037
Ares Financial Consulting
California
$3.53K
CFG
1038
Clayton Financial Group
Missouri
$3.47K
HIW
1039
Holos Integrated Wealth
Pennsylvania
$3.12K
MAM
1040
Marquette Asset Management
Minnesota
$3.06K
AP
1041
Aspect Partners
Virginia
$2.96K
HCM
1042
Hollencrest Capital Management
California
$2.96K
RWPA
1043
Richard W. Paul & Associates
Michigan
$2.86K
CIAS
1044
CBIZ Investment Advisory Services
Ohio
$2.37K
SS
1045
Sunbelt Securities
Texas
$2.25K
TSMHT
1046
Thurston Springer Miller Herd & Titak
Indiana
$2.04K
OAJ
1047
Ogorek Anthony Joseph
New York
$2K
NB
1048
NBT Bank
New York
$1.74K
RWM
1049
Rialto Wealth Management
New York
$1.64K
KG
1050
Kilter Group
New York
$1.53K