We are live on ! Find out more
IRM icon

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
LFAS
451
Level Four Advisory Services
Texas
$1.05M -$3.37K -35 -0.3%
PT
452
Plimoth Trust
Massachusetts
$1.05M
GIM
453
Glenmede Investment Management
Pennsylvania
$1.04M +$54.2K +563 +6%
SFA
454
Sequoia Financial Advisors
Ohio
$1.03M -$53.4K -554 -5%
SGAM
455
Smith Group Asset Management
Texas
$1.02M
BIA
456
Beacon Investment Advisors
Maryland
$999K +$4.72K +49 +0.5%
CIAS
457
Capital Investment Advisory Services
North Carolina
$987K +$57.4K +596 +7%
VA
458
Vident Advisory
Georgia
$974K -$25K -260 -3%
SSWM
459
Strait & Sound Wealth Management
California
$970K -$7.8K -81 -0.8%
Group One Trading
460
Group One Trading
Illinois
$967K +$283K +2,940 +45%
AUB
461
Atlantic Union Bankshares
Virginia
$965K +$52.1K +541 +6%
AP
462
Atwood & Palmer
Missouri
$964K +$867 +9 +0.1%
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$960K +$96 +1 +0%
VCP
464
Verus Capital Partners
Arizona
$959K -$28.7K -298 -3%
SC
465
Savant Capital
Illinois
$958K +$43.5K +452 +5%
DC
466
Davenport & Co
Virginia
$955K -$46.6K -484 -5%
IFG
467
Independent Financial Group
California
$950K
UWPG
468
Ullmann Wealth Partners Group
Florida
$948K +$5.68K +59 +0.6%
DA
469
Denali Advisors
California
$943K -$497K -5,164 -36%
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$942K +$243K +2,527 +38%
HI
471
Harbour Investments
Wisconsin
$938K +$2.12K +22 +0.2%
JG
472
Jain Global
New York
$937K -$1.31M -13,586 -60%
PL
473
Perpetual Ltd
Australia
$931K -$66.5K -690 -7%
Bessemer Group
474
Bessemer Group
New Jersey
$924K +$48.8K +507 +6%
JF
475
Jump Financial
Illinois
$919K +$530K +5,502 +157%

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.