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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
BPA
476
Beacon Pointe Advisors
California
$919K +$116K +1,200 +15%
OC
477
Oppenheimer & Co
New York
$917K -$16.3K -169 -2%
GT
478
Greenleaf Trust
Michigan
$915K +$80.4K +835 +10%
FFA
479
Founders Financial Alliance
North Carolina
$913K +$2.5K +26 +0.3%
APC
480
Aspire Private Capital
North Carolina
$903K +$48.8K +507 +6%
FFO
481
Fiduciary Family Office
Florida
$885K +$71.9K +746 +9%
MCM
482
MAI Capital Management
Ohio
$883K -$18.3K -190 -2%
HA
483
Herold Advisors
New York
$882K -$10.4K -108 -1%
MA
484
Montag & Associates
Georgia
$880K -$124K -1,290 -13%
CRI
485
Colonial River Investments
Virginia
$871K -$14.3K -148 -2%
SAM
486
Shell Asset Management
Netherlands
$871K -$2.78M -28,870 -77%
AAP
487
Arax Advisory Partners
Colorado
$865K +$681K +7,067 +499%
BCI
488
Brinker Capital Investments
Pennsylvania
$860K +$45.6K +473 +6%
FFWM
489
Future Financial Wealth Management
Ohio
$856K -$2.02K -21 -0.2%
EF
490
Empowered Funds
Pennsylvania
$851K +$140K +1,457 +21%
WS
491
Wedbush Securities
California
$842K +$7.13K +74 +0.9%
BI
492
Bramshill Investments
Florida
$840K -$865K -8,976 -52%
CPCM
493
Cardinal Point Capital Management
Ontario, Canada
$838K
RSF
494
Rik Saylor Financial
Ohio
$838K -$1.83K -19 -0.2%
AIFAIM
495
American Institute for Advanced Investment Management
Arizona
$822K -$114K -1,180 -13%
RCM
496
RNC Capital Management
California
$816K
MSA
497
MUFG Securities Americas
New York
$812K +$137K +1,425 +22%
B
498
Bailard
California
$810K +$674 +7 +0.1%
FHA
499
Flagship Harbor Advisors
Massachusetts
$810K -$33.1K -344 -4%
EFS
500
Essex Financial Services
Connecticut
$800K -$1.45K -15 -0.2%

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.