IRM icon

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
CG
1101
Cynosure Group
Utah
MR
1102
Munich Reinsurance
AWM
1103
Arista Wealth Management
Nevada
AWM
1104
Axxcess Wealth Management
California
DAS
1105
Diversify Advisory Services
Utah
MWM
1106
Mindset Wealth Management
Indiana
D.E. Shaw & Co
1107
D.E. Shaw & Co
New York
GSIAS
1108
Garden State Investment Advisory Services
New Jersey
LIP
1109
Lighthouse Investment Partners
Florida
NG
1110
Norden Group
Utah
PCM
1111
Prelude Capital Management
New York
AWA
1112
Arete Wealth Advisors
Illinois
GCP
1113
GSA Capital Partners
United Kingdom
OWA
1114
Outlook Wealth Advisors
Texas
WGL
1115
Wellington Grp LLC
Indiana
SWM
1116
SFG Wealth Management
Maryland
BC
1117
BDFS Capital
Delaware
Capstone Investment Advisors
1118
Capstone Investment Advisors
New York
CS
1119
Capital Square
Tennessee
SAM
1120
Secure Asset Management
Michigan
PIM
1121
Penobscot Investment Management
Massachusetts
GPWA
1122
Gaddis Premier Wealth Advisors
Oklahoma
SI
1123
Severin Investments
Missouri
KWS
1124
Keystone Wealth Services
California
TIAA Trust, National Association
1125
TIAA Trust, National Association
North Carolina