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Iron Mountain

1,010 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 365 increasing their positions, 390 reducing their positions, and 89 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:

3% less funds holding

Funds holding: 1,0381,010 (-28)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,010
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
Empirical Wealth Management
Washington
EC
1052
EntryPoint Capital
New York
MPM
1053
MBB Public Markets
Illinois
IC
1054
Iconiq Capital
California
SCM
1055
Stevens Capital Management
Pennsylvania
JIP
1056
Jaffetilchin Investment Partners
Florida
XT
1057
XTX Topco
Cayman Islands
RL
1058
Retireful LLC
Michigan
AA
1059
Advisory Alpha
Michigan
SWM
1060
Seed Wealth Management
Illinois
IF
1061
IRON Financial
Illinois
MS
1062
Maven Securities
Jersey
BIG
1063
Brookwood Investment Group
Arizona
RPSA
1064
Richard P. Slaughter Associates
Texas
CPC
1065
Cookson Peirce & Co
Pennsylvania
BWP
1066
Balboa Wealth Partners
Arizona
JIC
1067
Johnson Investment Counsel
Ohio
WB
1068
WesBanco Bank
West Virginia
HTIM
1069
Harbour Trust & Investment Management
Indiana
OLA
1070
Oliver Luxxe Assets
New Jersey
MGIA
1071
Moneta Group Investment Advisors
Missouri
TA
1072
TPG Advisors
Illinois
MWM
1073
Modera Wealth Management
New Jersey
PAM
1074
Pegasus Asset Management
New York
HFM
1075
Harvest Fund Management
China