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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Moran Wealth Management
Florida
$20.7M
Corient Private Wealth
102
Corient Private Wealth
Florida
$20.6M
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$20.5M
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$18.6M
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.4M
RAM
106
Resona Asset Management
Japan
$18.1M
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$18M
UCFA
108
United Capital Financial Advisors
Texas
$18M
TD Asset Management
109
TD Asset Management
Ontario, Canada
$18M
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$17.9M
SOADOR
111
State of Alaska Department of Revenue
Alaska
$17.9M
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$17.8M
Natixis Advisors
113
Natixis Advisors
Massachusetts
$17.6M
CIBC World Market
114
CIBC World Market
Ontario, Canada
$17.6M
UBV
115
United Bank (Virginia)
Virginia
$17.1M
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17M
Franklin Resources
117
Franklin Resources
California
$16.7M
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$16.5M
NLGIA
119
Nippon Life Global Investors Americas
New York
$15.5M
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$15.4M
First Trust Advisors
121
First Trust Advisors
Illinois
$15.3M
IECM
122
Intrinsic Edge Capital Management
Illinois
$15.2M
DB
123
Danske Bank
Denmark
$15.2M
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$15.2M
TA
125
Tectonic Advisors
Texas
$15.1M