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Iron Mountain

1,008 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, 389 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

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
1,008
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
MYIA
1076
Mount Yale Investment Advisors
Colorado
CIAM
1077
Caitong International Asset Management
Hong Kong
TSMHT
1078
Thurston Springer Miller Herd & Titak
Indiana
T
1079
Transce3nd
Texas
LWCFA
1080
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
MIA
1081
MeadowBrook Investment Advisors
Michigan
OWP
1082
ORG Wealth Partners
Texas
BCMLT
1083
Beacon Capital Management LLC (Tennessee)
Tennessee
Lazard Asset Management
1084
Lazard Asset Management
New York
PWA
1085
Provenance Wealth Advisors
Florida
TPWA
1086
Twin Peaks Wealth Advisors
California
PCA
1087
PMV Capital Advisers
Texas
BA
1088
Bellwether Advisors
Nebraska
BFPW
1089
BOK Financial Private Wealth
Colorado
STB
1090
S&T Bank
Pennsylvania
MSWA
1091
Marshall & Sterling Wealth Advisors
New York
SO
1092
Sierra Ocean
California
WCM
1093
WealthTrak Capital Management
Virginia
PIS
1094
POM Investment Strategies
North Carolina
CWP
1095
Clark Wealth Partners
Illinois
SC
1096
Stephens Consulting
Michigan
LFA
1097
LGT Financial Advisors
Texas
CCM
1098
Cloud Capital Management
Washington