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Iron Mountain

1,015 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 368 increasing their positions, 390 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 84.34%84.75% (+0.4%)

0% less capital invested

Capital invested by funds: $25.5B → $25.5B (-$5.97M)

6% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 390

6% less call options, than puts

Call options by funds: $103M | Put options by funds: $110M

3% less funds holding

Funds holding: 1,0431,015 (-28)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,015
Holders Change
-28
Holders Change %
-2.68%
% of All Funds
13.32%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
75
Increased
368
Reduced
390
Closed
89
Calls
$103M
Puts
$110M
Net Calls
-$6.88M
Net Calls Change
+$70.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
251
British Columbia Investment Management
British Columbia, Canada
$4.32M -$367K -3,814 -8%
WA
252
WealthTrust Axiom
Pennsylvania
$4.32M -$28K -291 -0.7%
VRM
253
Vectors Research Management
New York
$4.24M +$73.9K +767 +2%
HIC
254
Holderness Investments Company
North Carolina
$4.22M -$39.7K -412 -1%
N
255
Natixis
France
$4.17M +$2.75M +28,563 +231%
SPIA
256
Steward Partners Investment Advisory
New York
$4.11M +$189K +1,964 +5%
Rafferty Asset Management
257
Rafferty Asset Management
New York
$4.05M +$224K +2,324 +6%
VPIM
258
Vanguard Personalized Indexing Management
California
$3.99M +$102K +1,054 +3%
TLP
259
Trinity Legacy Partners
Texas
$3.98M +$21.4K +222 +0.6%
SFI
260
Siemens Fonds Invest
Germany
$3.97M +$676K +7,013 +22%
WP
261
Woodline Partners
California
$3.97M +$686K +7,119 +22%
SOAMC
262
Spirit of America Management Corp
New York
$3.97M -$414K -4,300 -10%
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
$3.94M -$16.5M -171,316 -82%
Teacher Retirement System of Texas
264
Teacher Retirement System of Texas
Texas
$3.94M -$575K -5,970 -13%
PDN
265
Pensionfund DSM Netherlands
Netherlands
$3.92M
Cerity Partners
266
Cerity Partners
New York
$3.89M +$279K +2,895 +8%
Janus Henderson Group
267
Janus Henderson Group
United Kingdom
$3.82M -$1.61M -16,693 -31%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$3.78M +$55.7K +578 +2%
RCA
269
Ranch Capital Advisors
Florida
$3.77M +$144K +1,499 +4%
ATIA
270
American Trust Investment Advisors
New Hampshire
$3.7M -$1.72M -17,890 -33%
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$3.6M -$118K -1,226 -3%
IIM
272
Intact Investment Management
Quebec, Canada
$3.59M +$3.39M +35,200 New
CWP
273
Cyndeo Wealth Partners
Florida
$3.49M +$96 +1 +0%
WA
274
Waverly Advisors
Alabama
$3.46M +$340K +3,525 +12%
HC
275
Hourglass Capital
Texas
$3.45M -$19.3K -200 -0.6%

IRM Hedge Fund Activity: Q3 2025 in Review

1,015 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2025, worth a combined $25.5B — down 0.02% from $25.5B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of IRM and 75 opened new positions — a net loss of 14 holders — while 390 trimmed existing stakes and 368 added.

The largest buyer was UBS AM, adding an estimated $261M. The largest seller was Wellington Management Group, cutting an estimated $120M.

  • 1,015 institutional investors held Iron Mountain (IRM) as of Q3 2025, down from 1,043 in Q2 2025.
  • Funds reported $25.5B of Iron Mountain stock for Q3 2025, down 0.02% quarter-over-quarter.
  • 75 funds opened new Iron Mountain positions in Q3 2025 and 89 closed out, a net change of -14 holders.
  • The largest Iron Mountain buyer in Q3 2025 was UBS AM, an estimated $261M added.
  • The largest Iron Mountain seller in Q3 2025 was Wellington Management Group, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2025.