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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$110M
Net Calls
Net Calls Change

Top Sellers

1 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
1051
Oliver Luxxe Assets
New Jersey
HTIM
1052
Harbour Trust & Investment Management
Indiana
MGIA
1053
Moneta Group Investment Advisors
Missouri
TA
1054
TPG Advisors
Illinois
MWM
1055
Modera Wealth Management
New Jersey
PAM
1056
Pegasus Asset Management
New York
HFM
1057
Harvest Fund Management
China
PSFG
1058
Park Square Financial Group
Georgia
HT
1059
Headlands Technologies
Illinois
MYIA
1060
Mount Yale Investment Advisors
Colorado
CIAM
1061
Caitong International Asset Management
Hong Kong
TSMHT
1062
Thurston Springer Miller Herd & Titak
Indiana
T
1063
Transce3nd
Texas
LWCFA
1064
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
MIA
1065
MeadowBrook Investment Advisors
Michigan
OWP
1066
ORG Wealth Partners
Texas
BCMLT
1067
Beacon Capital Management LLC (Tennessee)
Tennessee
Lazard Asset Management
1068
Lazard Asset Management
New York
PWA
1069
Provenance Wealth Advisors
Florida
TPWA
1070
Twin Peaks Wealth Advisors
California
PCA
1071
PMV Capital Advisers
Texas
BA
1072
Bellwether Advisors
Nebraska
BFPW
1073
BOK Financial Private Wealth
Colorado
STB
1074
S&T Bank
Pennsylvania
MSWA
1075
Marshall & Sterling Wealth Advisors
New York