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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1051
Clark Wealth Partners
Illinois
$1.53K
MEG
1052
Millstone Evans Group
Colorado
$1.43K
SIM
1053
Synergy Investment Management
Florida
$1.43K
BH
1054
Burk Holdings
Oklahoma
$1.43K
ACA
1055
American Capital Advisory
Idaho
$1.33K
FC
1056
Financial Consulate
Maryland
$1.02K
PWA
1057
Portus Wealth Advisors
North Carolina
$1.02K
CAL
1058
Capital Advisors Ltd
Ohio
$1K
WTA
1059
Washington Trust Advisors
Massachusetts
$919
TWM
1060
TopTier Wealth Management
Wisconsin
$919
HFS
1061
Hughes Financial Services
Virginia
$817
CIAM
1062
Caitong International Asset Management
Hong Kong
$817
TFM
1063
TFC Financial Management
Massachusetts
$715
QWM
1064
Quaker Wealth Management
New Jersey
$715
SVCP
1065
Silicon Valley Capital Partners
California
$715
GI
1066
GS Investments
Minnesota
$613
BFS
1067
Bare Financial Services
Pennsylvania
$613
WWM
1068
Wolff Wiese Magana
California
$511
DWP
1069
Destiny Wealth Partners
Florida
$511
DCM
1070
Davis Capital Management
Florida
$409
RCM
1071
Raleigh Capital Management
North Carolina
$338
PWM
1072
Proathlete Wealth Management
Florida
$311
CT
1073
Colonial Trust
South Carolina
$306
BHWM
1074
Beaird Harris Wealth Management
Texas
$205
DF
1075
DecisionPoint Financial
Arizona
$205