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Iron Mountain

1,010 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, 390 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: 1,0381,010 (-28)

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
1,010
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
PSFG
1076
Park Square Financial Group
Georgia
HT
1077
Headlands Technologies
Illinois
MYIA
1078
Mount Yale Investment Advisors
Colorado
CIAM
1079
Caitong International Asset Management
Hong Kong
TSMHT
1080
Thurston Springer Miller Herd & Titak
Indiana
T
1081
Transce3nd
Texas
LWCFA
1082
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
MIA
1083
MeadowBrook Investment Advisors
Michigan
OWP
1084
ORG Wealth Partners
Texas
BCMLT
1085
Beacon Capital Management LLC (Tennessee)
Tennessee
Lazard Asset Management
1086
Lazard Asset Management
New York
PWA
1087
Provenance Wealth Advisors
Florida
TPWA
1088
Twin Peaks Wealth Advisors
California
PCA
1089
PMV Capital Advisers
Texas
BA
1090
Bellwether Advisors
Nebraska
BFPW
1091
BOK Financial Private Wealth
Colorado
STB
1092
S&T Bank
Pennsylvania
MSWA
1093
Marshall & Sterling Wealth Advisors
New York
SO
1094
Sierra Ocean
California
WCM
1095
WealthTrak Capital Management
Virginia
PIS
1096
POM Investment Strategies
North Carolina
CWP
1097
Clark Wealth Partners
Illinois
SC
1098
Stephens Consulting
Michigan
LFA
1099
LGT Financial Advisors
Texas
CCM
1100
Cloud Capital Management
Washington