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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
TSMHT
1051
Thurston Springer Miller Herd & Titak
Indiana
$2.04K
OAJ
1052
Ogorek Anthony Joseph
New York
$2K
NB
1053
NBT Bank
New York
$1.74K
RWM
1054
Rialto Wealth Management
New York
$1.64K
KG
1055
Kilter Group
New York
$1.53K
CWP
1056
Clark Wealth Partners
Illinois
$1.53K
MEG
1057
Millstone Evans Group
Colorado
$1.43K
BH
1058
Burk Holdings
Oklahoma
$1.43K
SIM
1059
Synergy Investment Management
Florida
$1.43K
ACA
1060
American Capital Advisory
Idaho
$1.33K
FC
1061
Financial Consulate
Maryland
$1.02K
PWA
1062
Portus Wealth Advisors
North Carolina
$1.02K
CAL
1063
Capital Advisors Ltd
Ohio
$1K
TWM
1064
TopTier Wealth Management
Wisconsin
$919
WTA
1065
Washington Trust Advisors
Massachusetts
$919
HFS
1066
Hughes Financial Services
Virginia
$817
CIAM
1067
Caitong International Asset Management
Hong Kong
$817
TFM
1068
TFC Financial Management
Massachusetts
$715
QWM
1069
Quaker Wealth Management
New Jersey
$715
SVCP
1070
Silicon Valley Capital Partners
California
$715
BFS
1071
Bare Financial Services
Pennsylvania
$613
GI
1072
GS Investments
Minnesota
$613
WWM
1073
Wolff Wiese Magana
California
$511
DWP
1074
Destiny Wealth Partners
Florida
$511
DCM
1075
Davis Capital Management
Florida
$409