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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
US Bancorp
301
US Bancorp
Minnesota
$2.67M +$40.4K +419 +2%
AIC
302
Aurora Investment Counsel
Georgia
$2.67M +$23K +239 +0.9%
SCM
303
Shelton Capital Management
Colorado
$2.62M
AACA
304
American Assets Capital Advisers
California
$2.49M +$141K +1,464 +6%
ISFAN
305
Investor's Fiduciary Advisor Network
Washington
$2.48M -$544K -5,643 -19%
CBT
306
CoreFirst Bank & Trust
Kansas
$2.45M -$72.7K -755 -3%
NI
307
Nepsis Inc
Minnesota
$2.44M -$776K -8,052 -25%
PI
308
PFG Investments
New York
$2.44M +$30.5K +317 +1%
WAM
309
Wolverine Asset Management
Illinois
$2.43M -$91.5K -950 -4%
SCA
310
Sippican Capital Advisors
Massachusetts
$2.4M -$17.3K -180 -0.8%
GM
311
GeoWealth Management
Illinois
$2.39M -$20.5K -213 -0.9%
CIA
312
Capital Investment Advisors
Georgia
$2.37M -$14.6K -152 -0.7%
NW
313
Naviter Wealth
Arkansas
$2.36M +$64K +664 +3%
FMI
314
F/M Investments
District of Columbia
$2.36M -$48.2K -500 -2%
SYBT
315
Stock Yards Bank & Trust
Kentucky
$2.35M -$21.5K -223 -1%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M
AF
317
Avanza Fonder
Sweden
$2.31M +$556K +5,774 +34%
AA
318
Ancora Advisors
Ohio
$2.29M -$37.2K -386 -2%
BEI
319
Benjamin Edwards Inc
Missouri
$2.29M +$327K +3,399 +18%
TE
320
Tema ETFs
New York
$2.28M +$2.16M +22,395 New
P
321
&Partners
Tennessee
$2.27M +$569K +5,911 +36%
AM
322
AGF Management
Ontario, Canada
$2.26M +$1.37M +14,205 +178%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$2.26M +$103K +1,072 +5%
EAM
324
Erste Asset Management
Austria
$2.25M -$813K -8,435 -27%
VCA
325
Verdence Capital Advisors
Maryland
$2.21M +$1.35M +14,015 +209%

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.