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Iron Mountain

1,163 hedge funds and large institutions have $32.3B invested in Iron Mountain in 2026 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 442 increasing their positions, 382 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 60

25% more capital invested

Capital invested by funds: $25.8B → $32.3B (+$6.51B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16% more repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 382

7% more funds holding

Funds holding: 1,0881,163 (+75)

1.1% more ownership

Funds ownership: 85%86.1% (+1.1%)

50% less call options, than puts

Call options by funds: $172M | Put options by funds: $343M

Holders
1,163
Holders Change
+75
Holders Change %
+6.89%
% of All Funds
14.05%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
152
Increased
442
Reduced
382
Closed
60
Calls
$172M
Puts
$343M
Net Calls
-$171M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$6.88M +$1.03M +8,425 +16%
AAM
252
Advisors Asset Management
Colorado
$6.87M +$493K +4,020 +8%
PI
253
PineBridge Investments
New York
$6.74M +$1.7M +13,859 +35%
SCM
254
Shelton Capital Management
Colorado
$6.67M +$6.48M +52,840 New
CS
255
Candriam SCA
Luxembourg
$6.6M -$190K -1,552 -3%
WAM
256
Werlinich Asset Management
Connecticut
$6.57M
NAAA
257
New Age Alpha Advisors
New York
$6.52M +$2.21K +18 +0%
AB
258
Amalgamated Bank
New York
$6.47M -$255K -2,077 -4%
GAM
259
Gotham Asset Management
New York
$6.46M +$1.4M +11,429 +29%
VLKIM
260
Van Lanschot Kempen Investment Management
Netherlands
$6.39M +$14.5K +118 +0.2%
RIM
261
Rakuten Investment Management
Japan
$6.32M +$585K +4,768 +11%
Vanguard Personalized Indexing Management
262
Vanguard Personalized Indexing Management
California
$6.28M +$23.8K +194 +0.4%
NIA
263
NIA Impact Advisors
California
$6.27M -$25.9K -211 -0.4%
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$6.25M +$1.7M +13,851 +39%
EI
265
Ethic Inc
New York
$6.21M +$399K +3,254 +7%
Jones Financial Companies
266
Jones Financial Companies
Missouri
$6.03M +$126K +1,030 +2%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$6.02M +$607K +4,951 +12%
RCM
268
RB Capital Management
Nevada
$5.91M -$73.2K -597 -1%
FAMI
269
Fideuram Asset Management (Ireland)
$5.69M +$1.82M +14,882 +51%
URS
270
Utah Retirement Systems
Utah
$5.67M -$344K -2,809 -6%
BCIM
271
British Columbia Investment Management
British Columbia, Canada
$5.63M +$475K +3,872 +10%
NYLIM
272
New York Life Investment Management
New York
$5.61M +$22.3K +182 +0.4%
PFSRSONJ
273
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.59M -$104K -845 -2%
RCA
274
Ranch Capital Advisors
Florida
$5.41M +$414K +3,378 +9%
SPIA
275
Steward Partners Investment Advisory
New York
$5.37M -$274K -2,237 -5%

IRM Hedge Fund Activity: Q2 2026 in Review

1,163 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2026, worth a combined $32.3B — up 25% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new IRM positions and 60 closed out — a net gain of 92 holders — while 442 added to existing stakes and 382 trimmed.

The largest buyer was UBS AM, adding an estimated $390M. The largest seller was Cohen & Steers, cutting an estimated $509M.

  • 1,163 institutional investors held Iron Mountain (IRM) as of Q2 2026, up from 1,088 in Q1 2026.
  • Funds reported $32.3B of Iron Mountain stock for Q2 2026, up 25% quarter-over-quarter.
  • 152 funds opened new Iron Mountain positions in Q2 2026 and 60 closed out, a net change of +92 holders.
  • The largest Iron Mountain buyer in Q2 2026 was UBS AM, an estimated $390M added.
  • The largest Iron Mountain seller in Q2 2026 was Cohen & Steers, an estimated $509M sold.

Based on aggregated 13F filings for Q2 2026.