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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
KIA
326
KCM Investment Advisors
California
$2.17M
FT
327
Fiduciary Trust
Massachusetts
$2.17M -$121K -1,251 -6%
HT
328
Heritage Trust
Oklahoma
$2.16M -$2.02K -21 -0.1%
PAMP
329
Polar Asset Management Partners
Ontario, Canada
$2.13M -$3.73M -38,727 -65%
GCM
330
Gables Capital Management
Florida
$2.12M -$72.3K -750 -3%
ECM
331
Everence Capital Management
Indiana
$2.11M +$282K +2,927 +16%
Lido Advisors
332
Lido Advisors
California
$2.11M +$195K +2,025 +11%
CIG
333
Cascade Investment Group
Colorado
$2.09M -$41.1K -427 -2%
ITC
334
Inspire Trust Company
Nevada
$2.04M +$289K +3,000 +18%
MFG
335
Merit Financial Group
Georgia
$2.03M +$10.5K +109 +0.5%
CA
336
Corrado Advisors
New Jersey
$2.01M +$527K +5,469 +38%
MK
337
MASTERINVEST Kapitalanlage
$2.01M +$123K +1,280 +7%
PAS
338
Park Avenue Securities
New York
$1.99M -$90K -934 -5%
MSU
339
Mizuho Securities USA
New York
$1.99M +$108K +1,125 +6%
HKAM
340
Horizon Kinetics Asset Management
New York
$1.98M -$1.25M -13,000 -40%
ZIM
341
Zacks Investment Management
Illinois
$1.98M +$13.5K +140 +0.7%
KTC
342
Kentucky Trust Company
Kentucky
$1.96M -$76.6K -795 -4%
MNBTD
343
Moody National Bank Trust Division
Texas
$1.93M -$624K -6,482 -25%
RA
344
RFG Advisory
Alabama
$1.91M -$105K -1,087 -5%
FLPIM
345
F.L. Putnam Investment Management
Massachusetts
$1.91M +$64.5K +670 +4%
WBC
346
Westpac Banking Corp
Australia
$1.88M
KRS
347
Kentucky Retirement Systems
Kentucky
$1.88M -$22.5K -234 -1%
DEA
348
DoubleLine ETF Adviser
Florida
$1.87M +$93.8K +974 +6%
RIM
349
Rakuten Investment Management
Japan
$1.86M +$2.95M +30,578 New
SCM
350
Sterling Capital Management
North Carolina
$1.85M -$167K -1,731 -9%

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.