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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
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
CPA
1051
Cardiff Park Advisors
California
CW
1052
CreativeOne Wealth
Kansas
C
1053
Certuity
Florida
LSIA
1054
LaSalle St. Investment Advisors
Illinois
FC
1055
Farringdon Capital
United Kingdom
FP
1056
Fiduciary Planning
Florida
FCG
1057
Fielder Capital Group
Tennessee
BFC
1058
Bedel Financial Consulting
Indiana
PJSIMP
1059
P.J. Schmidt Investment Management (PJS)
Wisconsin
WPW
1060
Waldron Private Wealth
Pennsylvania
WA
1061
Wealth Alliance
New York
IF
1062
Intrua Financial
Texas
Walleye Trading
1063
Walleye Trading
New York
MFA
1064
Mayflower Financial Advisors
Massachusetts
Fayez Sarofim & Co
1065
Fayez Sarofim & Co
Texas
SMC
1066
Smith, Moore & Co
Missouri
WC
1067
Waterloo Capital
Texas
MAM
1068
Mystic Asset Management
Rhode Island
HSA
1069
HBK Sorce Advisory
Pennsylvania
CBTWT
1070
Community Bank & Trust (Waco, Texas)
Texas
AWE
1071
Avidian Wealth Enterprises
Texas
VFA
1072
Valeo Financial Advisors
Indiana
NFG
1073
Nations Financial Group
Iowa
SCM
1074
Saxony Capital Management
Missouri
BJL
1075
Brighton Jones LLC
Washington