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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
GPWA
1126
Gaddis Premier Wealth Advisors
Oklahoma
SI
1127
Severin Investments
Missouri
KWS
1128
Keystone Wealth Services
California
TIAA Trust, National Association
1129
TIAA Trust, National Association
North Carolina
BRWA
1130
B. Riley Wealth Advisors
Florida
LAM
1131
LECAP Asset Management
United Kingdom
JFG
1132
Jefferies Financial Group
New York
SG
1133
StoneX Group
New York
CFG
1134
Cooper Financial Group
California
DWAM
1135
Duncan Williams Asset Management
Tennessee
HKIMG
1136
Hutchens & Kramer Investment Management Group
Indiana
A
1137
AlphaQuest
New York
BBPWM
1138
Blue Bell Private Wealth Management
Pennsylvania
HCA
1139
Harbor Capital Advisors
Illinois
EW
1140
Elyxium Wealth
California
SHF
1141
Safe Harbor Fiduciary
Florida
SIM
1142
Sentry Investment Management
Wisconsin
KBFS
1143
Kohmann Bosshard Financial Services
Ohio
SFG
1144
Strive Financial Group
Indiana
HIA
1145
Harbor Investment Advisory
Maryland
RAM
1146
Ramirez Asset Management
New York
GAFA
1147
Garton & Associates Financial Advisors
Kentucky
AAG
1148
Accordant Advisory Group
Maryland
OC
1149
Optima Capital
Oregon
SA
1150
Strategic Advocates
Utah