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Iron Mountain

1,000 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, 360 increasing their positions, 388 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: 1,0341,000 (-34)

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
1,000
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
SWM
1051
Seed Wealth Management
Illinois
IF
1052
IRON Financial
Illinois
MS
1053
Maven Securities
Jersey
BIG
1054
Brookwood Investment Group
Arizona
RPSA
1055
Richard P. Slaughter Associates
Texas
CPC
1056
Cookson Peirce & Co
Pennsylvania
BWP
1057
Balboa Wealth Partners
Arizona
JIC
1058
Johnson Investment Counsel
Ohio
WB
1059
WesBanco Bank
West Virginia
OLA
1060
Oliver Luxxe Assets
New Jersey
HTIM
1061
Harbour Trust & Investment Management
Indiana
MGIA
1062
Moneta Group Investment Advisors
Missouri
TA
1063
TPG Advisors
Illinois
MWM
1064
Modera Wealth Management
New Jersey
PAM
1065
Pegasus Asset Management
New York
HFM
1066
Harvest Fund Management
China
PSFG
1067
Park Square Financial Group
Georgia
HT
1068
Headlands Technologies
Illinois
MYIA
1069
Mount Yale Investment Advisors
Colorado
CIAM
1070
Caitong International Asset Management
Hong Kong
TSMHT
1071
Thurston Springer Miller Herd & Titak
Indiana
T
1072
Transce3nd
Texas
LWCFA
1073
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
MIA
1074
MeadowBrook Investment Advisors
Michigan
OWP
1075
ORG Wealth Partners
Texas