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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
Robeco Institutional Asset Management
376
Robeco Institutional Asset Management
Netherlands
$1.5M
GIBU
377
Gulf International Bank (UK)
United Kingdom
$1.5M -$21.2K -220 -1%
IMC Chicago
378
IMC Chicago
Illinois
$1.49M +$1.41M +14,611 New
MLL
379
Moody Lynn & Lieberson
Massachusetts
$1.49M +$34.6K +359 +3%
DS
380
DRW Securities
Illinois
$1.47M +$603K +6,254 +77%
IIM
381
INTECH Investment Management
Florida
$1.47M -$11.7M -120,960 -89%
BAMF
382
BI Asset Management Fondsmaeglerselskab
Denmark
$1.47M +$20.2K +210 +1%
MGP
383
Metis Global Partners
California
$1.46M +$4.53K +47 +0.3%
CBOR
384
Community Bank of Raymore
Missouri
$1.46M +$91.5K +950 +7%
MSRPS
385
Maryland State Retirement & Pension System
Maryland
$1.45M
SAM
386
Securian Asset Management
Minnesota
$1.45M -$112K -1,164 -8%
SWM
387
Spire Wealth Management
Virginia
$1.43M +$49.9K +518 +4%
KPWS
388
Kestra Private Wealth Services
Texas
$1.43M -$81.2K -843 -6%
RC
389
Reik & Co
New York
$1.43M
CL
390
Choreo LLC
Illinois
$1.42M -$24.6K -255 -2%
IMCOOI
391
Investment Management Corp of Ontario (IMCO)
Canada
$1.42M +$647K +6,718 +93%
BFA
392
Beacon Financial Advisory
Ohio
$1.41M -$41K -426 -3%
RFM
393
Royal Fund Management
Florida
$1.4M -$83.3K -865 -6%
AWM
394
AE Wealth Management
Kansas
$1.38M +$48.6K +504 +4%
CMMS
395
Comprehensive Money Management Services
Florida
$1.38M -$112K -1,165 -8%
EGM
396
Engineers Gate Manager
New York
$1.36M -$5.14M -53,376 -80%
CGA
397
Crescent Grove Advisors
Illinois
$1.36M
NMERB
398
New Mexico Educational Retirement Board
New Mexico
$1.36M -$38.5K -400 -3%
HWM
399
HB Wealth Management
Georgia
$1.34M +$305K +3,164 +32%
DILIC
400
Dai-ichi Life Insurance Company
Japan
$1.33M

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.