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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
PS
351
Pensionfund Sabic
Netherlands
$1.84M -$116K -1,200 -6%
MAM
352
Madison Asset Management
Wisconsin
$1.83M -$55K -571 -3%
Jones Financial Companies
353
Jones Financial Companies
Missouri
$1.82M +$116K +1,202 +7%
TIA
354
Trust Investment Advisors
Indiana
$1.77M +$23.8K +247 +1%
IG
355
ING Group
Netherlands
$1.76M -$543K -5,640 -25%
EP
356
Edgestream Partners
New Jersey
$1.76M -$11M -114,182 -87%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$1.76M -$42.4K -440 -2%
OAM
358
Oppenheimer Asset Management
New York
$1.71M +$266K +2,761 +20%
ALMGDA
359
AG2R La Mondiale Gestion d'Actifs
France
$1.68M
HAG
360
HighPoint Advisor Group
Illinois
$1.67M +$67K +695 +4%
IWM
361
IHT Wealth Management
Illinois
$1.66M -$63.7K -661 -4%
CA
362
Claro Advisors
Massachusetts
$1.65M -$8.86K -92 -0.6%
Luther King Capital Management (LKCM)
363
Luther King Capital Management (LKCM)
Texas
$1.65M -$42K -436 -3%
CB
364
Commerce Bank
Missouri
$1.65M -$195K -2,027 -11%
DAS
365
Diversify Advisory Services
Utah
$1.63M -$147K -1,521 -9%
Brown Advisory
366
Brown Advisory
Maryland
$1.62M +$285K +2,958 +23%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$1.58M -$9.63K -100 -0.6%
OCPWS
368
One Charles Private Wealth Services
Massachusetts
$1.57M +$1.73K +18 +0.1%
HWP
369
Highline Wealth Partners
California
$1.55M -$136K -1,412 -9%
BC
370
Brookfield Corp
Ontario, Canada
$1.54M +$88.8K +922 +6%
CAM
371
Creekmur Asset Management
Illinois
$1.54M -$52.8K -548 -4%
CGH
372
Crossmark Global Holdings
Texas
$1.53M -$4.89M -50,774 -77%
SCA
373
Snowden Capital Advisors
New York
$1.53M
Nomura Holdings
374
Nomura Holdings
Japan
$1.52M +$1.44M +14,952 New
STA
375
Summit Trail Advisors
New York
$1.51M +$817K +8,482 +135%

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.