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Iron Mountain
IRM

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: 1,043 → 1,015 (-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: 16 → 13 (-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

Top Buyers

1
UBS AM
UBS AM
Illinois
+$261M
2
Cohen & Steers
Cohen & Steers
New York
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$104M
5
CAM
Contour Asset Management
New York
+$80M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
2
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
3
Deutsche Bank
Deutsche Bank
Germany
-$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$174M +$20K +208 +0%
PI
27
PGGM Investments
Netherlands
$172M +$11.5M +118,989 +8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$170M -$7.8M -80,916 -5%
DPIM
29
Duff & Phelps Investment Management
Illinois
$167M +$16.3M +169,495 +12%
UBS Group
30
UBS Group
Switzerland
$146M -$35.1M -363,926 -20%
Goldman Sachs
31
Goldman Sachs
New York
$138M -$50.7M -525,874 -28%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$132M +$27.2M +282,152 +28%
CIMLRA
33
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M +$18.9M +196,369 +18%
Bank of America
34
Bank of America
North Carolina
$125M -$2.07M -21,492 -2%
Amundi
35
Amundi
France
$115M -$49.7M -515,511 -32%
DekaBank Deutsche Girozentrale
36
DekaBank Deutsche Girozentrale
Germany
$112M – – –
Vontobel Holding
37
Vontobel Holding
Switzerland
$110M +$104M +1,078,487 New
HSBC Holdings
38
HSBC Holdings
United Kingdom
$96.9M +$16.1M +167,280 +21%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$95.3M +$996K +10,338 +1%
SEI Investments
40
SEI Investments
Pennsylvania
$89M -$1.18M -12,210 -1%
Swiss National Bank
41
Swiss National Bank
Switzerland
$86.7M -$3.73M -38,700 -4%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$81.8M +$3.44M +35,724 +5%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$78.3M -$88.2K -915 -0.1%
Barclays
44
Barclays
United Kingdom
$75.4M +$18.9M +196,194 +36%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$73.5M -$1.17M -12,162 -2%
LPL Financial
46
LPL Financial
California
$72.3M +$3.45M +35,804 +5%
WF
47
Welch & Forbes
Massachusetts
$67.2M -$958K -9,946 -1%
EIP
48
Epoch Investment Partners
New York
$66.3M -$3.17M -32,855 -5%
Wells Fargo
49
Wells Fargo
California
$65M +$1.19M +12,363 +2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$60.8M -$2.24M -23,257 -4%
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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.