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Iron Mountain
IRM

1,043 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 393 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

21% more capital invested

Capital invested by funds: $21.1B → $25.5B (+$4.43B)

10% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 357

5% more funds holding

Funds holding: 994 → 1,043 (+49)

0.76% more ownership

Funds ownership: 83.58% → 84.34% (+0.76%)

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,043
Holders Change
+49
Holders Change %
+4.93%
% of All Funds
13.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
119
Increased
393
Reduced
357
Closed
62
Calls
$102M
Puts
$179M
Net Calls
-$77.2M
Net Calls Change
-$30.7M

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$158M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$146M
3
Invesco
Invesco
Georgia
+$136M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M
5
CAM
Contour Asset Management
New York
+$85.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$372M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$100M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$64.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$33.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
451
Advisory Services Network
Georgia
$1.14M -$33.2K -352 -3%
VF
452
Virtu Financial
New York
$1.13M +$504K +5,342 +94%
GT
453
Glenview Trust
Kentucky
$1.13M +$1.04M +11,005 New
AFM
454
Abbot Financial Management
Massachusetts
$1.12M – – –
ISL
455
Ingalls & Snyder LLC
New York
$1.1M – – –
SFA
456
Sequoia Financial Advisors
Ohio
$1.09M +$169K +1,795 +20%
WSC
457
Wellington Shields & Co
New York
$1.09M – – –
TMAM
458
Tokio Marine Asset Management
Japan
$1.09M -$4.05K -43 -0.4%
OAC
459
OMERS Administration Corp
Ontario, Canada
$1.07M – – –
LFAS
460
Level Four Advisory Services
Texas
$1.06M +$4.43K +47 +0.5%
PT
461
Plimoth Trust
Massachusetts
$1.06M – – –
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$1.05M +$968K +10,271 New
PAG
463
Private Advisory Group
Washington
$1.05M -$111K -1,180 -10%
NW
464
NewEdge Wealth
Pennsylvania
$1.05M -$24.5K -260 -2%
PFA
465
Pathway Financial Advisers
Indiana
$1.04M -$20.8K -221 -2%
HWM
466
HB Wealth Management
Georgia
$1.03M +$28.2K +299 +3%
SGAM
467
Smith Group Asset Management
Texas
$1.03M – – –
MA
468
Montag & Associates
Georgia
$1.02M – – –
DC
469
Davenport & Co
Virginia
$1.01M +$17.4K +185 +2%
PL
470
Perpetual Ltd
Australia
$1.01M -$70.7K -750 -7%
VA
471
Vident Advisory
Georgia
$1.01M +$58.1K +616 +7%
BIA
472
Beacon Investment Advisors
Maryland
$997K +$5.47K +58 +0.6%
VCP
473
Verus Capital Partners
Arizona
$996K +$2.92K +31 +0.3%
GIM
474
Glenmede Investment Management
Pennsylvania
$990K +$910K +9,653 New
SSWM
475
Strait & Sound Wealth Management
California
$984K +$36.8K +390 +4%
17 18
19
20 21

IRM Hedge Fund Activity: Q2 2025 in Review

1,043 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2025, worth a combined $25.5B — up 21% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IRM positions and 62 closed out — a net gain of 57 holders — while 393 added to existing stakes and 357 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $158M. The largest seller was BlackRock, cutting an estimated $372M.

  • 1,043 institutional investors held Iron Mountain (IRM) as of Q2 2025, up from 994 in Q1 2025.
  • Funds reported $25.5B of Iron Mountain stock for Q2 2025, up 21% quarter-over-quarter.
  • 119 funds opened new Iron Mountain positions in Q2 2025 and 62 closed out, a net change of +57 holders.
  • The largest Iron Mountain buyer in Q2 2025 was Principal Financial Group, an estimated $158M added.
  • The largest Iron Mountain seller in Q2 2025 was BlackRock, an estimated $372M sold.

Based on aggregated 13F filings for Q2 2025.