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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
SFS
1076
Stiles Financial Services
Minnesota
WSA
1077
Warm Springs Advisors
California
IP
1078
Ignite Planners
California
GVAG
1079
Great Valley Advisor Group
Delaware
CCWM
1080
Cassaday & Co Wealth Management
Virginia
TBT
1081
Texas Bank & Trust
Texas
MFWP
1082
Mosaic Family Wealth Partners
Missouri
CW
1083
Channel Wealth
California
AIA
1084
Affinity Investment Advisors
California
AA
1085
Apriem Advisors
California
CCA
1086
Catalyst Capital Advisors
New York
EWM
1087
Evermay Wealth Management
Virginia
EWM
1088
Evolution Wealth Management
Florida
QL
1089
Quarry LP
New York
WANY
1090
Wealthspire Advisors (New York)
New York
CI Investments Inc
1091
CI Investments Inc
Ontario, Canada
CHC
1092
City Holding Co
West Virginia
JWM
1093
JPL Wealth Management
Colorado
WTA
1094
Washington Trust Advisors
Massachusetts
GWSG
1095
GPS Wealth Strategies Group
Colorado
CPBTD
1096
Central Pacific Bank - Trust Division
Hawaii
GLF
1097
Groupe la Francaise
France
TIM
1098
Thompson Investment Management
Wisconsin
RA
1099
Rise Advisors
New York
MAM
1100
Meeder Asset Management
Ohio