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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
ECM
401
ExodusPoint Capital Management
New York
$1.33M -$7.23M -75,009 -85%
FFN
402
Focus Financial Network
Minnesota
$1.32M +$30.2K +313 +2%
Schroder Investment Management Group
403
Schroder Investment Management Group
United Kingdom
$1.31M -$71.1K -738 -5%
RBFC
404
Roman Butler Fullerton & Co
Missouri
$1.3M +$2.79K +29 +0.2%
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$1.3M -$27.4K -284 -2%
I
406
InceptionR
California
$1.3M -$295K -3,060 -19%
EOJOAM
407
E. Ohman J:or Asset Management
Sweden
$1.29M
HPC
408
HM Payson & Co
Maine
$1.28M
AWM
409
Arista Wealth Management
Nevada
$1.25M
OBAM
410
ODDO BHF Asset Management
France
$1.25M -$1.47M -15,294 -55%
Man Group
411
Man Group
United Kingdom
$1.24M -$4.14M -42,972 -78%
ASN
412
Advisory Services Network
Georgia
$1.24M +$46.7K +485 +4%
WFS
413
Widmann Financial Services
Maryland
$1.23M -$8.09K -84 -0.7%
SBH
414
Segall Bryant & Hamill
Illinois
$1.22M
OTL
415
Oak Thistle LLC
New York
$1.22M +$531K +5,513 +85%
KA
416
Kintegral Advisory
New York
$1.22M -$5.11K -53 -0.4%
TMAM
417
Tokio Marine Asset Management
Japan
$1.21M +$118K +1,228 +12%
NC
418
NewSquare Capital
Pennsylvania
$1.21M +$1.12M +11,585 +4,868%
CSP
419
Cary Street Partners
Virginia
$1.2M -$39.3K -408 -3%
HIP
420
HUB Investment Partners
Texas
$1.2M +$18.8K +195 +2%
KIG
421
Kessler Investment Group
Indiana
$1.2M +$3.28K +34 +0.3%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$320K +3,324 +40%
Assenagon Asset Management
423
Assenagon Asset Management
Luxembourg
$1.2M +$17.9K +186 +2%
NW
424
NewEdge Wealth
Pennsylvania
$1.19M +$44.5K +462 +4%
RWA
425
Redhawk Wealth Advisors
Minnesota
$1.19M -$132K -1,374 -10%

IRM Hedge Fund Activity: Q3 2025 in Review

1,015 of the 7,620 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.