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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
SCM
1101
Stevens Capital Management
Pennsylvania
FA
1102
FSA Advisors
Michigan
EMPI
1103
Elo Mutual Pension Insurance
Finland
CAS
1104
Coppell Advisory Solutions
Texas
CG
1105
Cynosure Group
Utah
MR
1106
Munich Reinsurance
AWM
1107
Arista Wealth Management
Nevada
AWM
1108
Axxcess Wealth Management
California
DAS
1109
Diversify Advisory Services
Utah
MWM
1110
Mindset Wealth Management
Indiana
D.E. Shaw & Co
1111
D.E. Shaw & Co
New York
GSIAS
1112
Garden State Investment Advisory Services
New Jersey
LIP
1113
Lighthouse Investment Partners
Florida
NG
1114
Norden Group
Utah
PCM
1115
Prelude Capital Management
New York
AWA
1116
Arete Wealth Advisors
Illinois
GCP
1117
GSA Capital Partners
United Kingdom
OWA
1118
Outlook Wealth Advisors
Texas
WG
1119
Wellington Group
Indiana
SWM
1120
SFG Wealth Management
Maryland
BC
1121
BDFS Capital
Delaware
Capstone Investment Advisors
1122
Capstone Investment Advisors
New York
CS
1123
Capital Square
Tennessee
SAM
1124
Secure Asset Management
Michigan
PIM
1125
Penobscot Investment Management
Massachusetts