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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
HSA
1051
HBK Sorce Advisory
Pennsylvania
CBTWT
1052
Community Bank & Trust (Waco, Texas)
Texas
AWE
1053
Avidian Wealth Enterprises
Texas
VFA
1054
Valeo Financial Advisors
Indiana
NFG
1055
Nations Financial Group
Iowa
SCM
1056
Saxony Capital Management
Missouri
BJL
1057
Brighton Jones LLC
Washington
SFS
1058
Stiles Financial Services
Minnesota
WSA
1059
Warm Springs Advisors
California
IP
1060
Ignite Planners
California
GVAG
1061
Great Valley Advisor Group
Delaware
CCWM
1062
Cassaday & Co Wealth Management
Virginia
TBT
1063
Texas Bank & Trust
Texas
MFWP
1064
Mosaic Family Wealth Partners
Missouri
CW
1065
Channel Wealth
California
AIA
1066
Affinity Investment Advisors
California
AA
1067
Apriem Advisors
California
CCA
1068
Catalyst Capital Advisors
New York
EWM
1069
Evermay Wealth Management
Virginia
EWM
1070
Evolution Wealth Management
Florida
QL
1071
Quarry LP
New York
WANY
1072
Wealthspire Advisors (New York)
New York
CI Investments Inc
1073
CI Investments Inc
Ontario, Canada
CHC
1074
City Holding Co
West Virginia
JWM
1075
JPL Wealth Management
Colorado