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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
SF
426
Summit Financial
New Jersey
$1.19M -$16.5K -171 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
427
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.19M -$7.42K -77 -0.7%
DCM
428
Delta Capital Management
New Jersey
$1.18M
AFM
429
Abbot Financial Management
Massachusetts
$1.18M +$61.1K +634 +6%
TC
430
Truvestments Capital
Florida
$1.17M -$256K -2,662 -19%
CTA
431
Chesley Taft & Associates
Illinois
$1.17M -$1.54K -16 -0.1%
BWP
432
Burling Wealth Partners
Illinois
$1.16M -$129K -1,338 -11%
RPCONE
433
Retirement Planning Company of New England
Rhode Island
$1.16M -$8.57K -89 -0.8%
CI
434
CX Institutional
Indiana
$1.15M +$915K +9,501 +544%
WIA
435
World Investment Advisors
California
$1.14M +$268K +2,783 +33%
LCM
436
LDR Capital Management
New York
$1.13M +$1.07M +11,073 New
GC
437
Guggenheim Capital
Illinois
$1.13M -$148K -1,536 -12%
GT
438
Glenview Trust
Kentucky
$1.12M -$482 -5 -0%
GWMR
439
GC Wealth Management RIA
Massachusetts
$1.12M +$225K +2,340 +27%
AC
440
Allstate Corporation
Illinois
$1.11M +$1.05M +10,935 New
CAS
441
Coppell Advisory Solutions
Texas
$1.1M -$198K -2,051 -16%
ISL
442
Ingalls & Snyder LLC
New York
$1.1M
BFG
443
Bleakley Financial Group
New Jersey
$1.09M -$36.9K -383 -3%
WSC
444
Wellington Shields & Co
New York
$1.08M
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$1.08M +$28.3K +294 +3%
AWM
446
Axxcess Wealth Management
California
$1.07M -$52.8K -548 -5%
GAA
447
Guardian Asset Advisors
Pennsylvania
$1.07M -$72.1K -748 -7%
AWM
448
Apollon Wealth Management
South Carolina
$1.07M -$316K -3,285 -24%
OAC
449
OMERS Administration Corp
Ontario, Canada
$1.07M
PCM
450
Prana Capital Management
Connecticut
$1.06M -$531K -5,516 -35%

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.