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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
MWPCG
501
Measured Wealth Private Client Group
New Hampshire
$798K -$39.6K -411 -5%
AIC
502
Archer Investment Corporation
Indiana
$795K
MMA
503
Miracle Mile Advisors
California
$792K +$2.79K +29 +0.4%
AIM
504
Aigen Investment Management
New York
$791K +$748K +7,760 New
TPA
505
Trivium Point Advisory
Connecticut
$789K +$66.7K +692 +10%
IBOK
506
Independence Bank of Kentucky
Kentucky
$787K
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$787K -$18.9K -196 -2%
TRCT
508
Tower Research Capital (TRC)
New York
$784K -$1.17M -12,190 -61%
PIM
509
Penobscot Investment Management
Massachusetts
$784K +$255K +2,650 +53%
IWC
510
Integrated Wealth Concepts
Massachusetts
$782K -$66K -685 -8%
MC
511
Mathes Company
New York
$770K -$48.2K -500 -6%
CCM
512
Coldstream Capital Management
Washington
$765K +$11.7K +121 +2%
AG
513
Ascent Group
Virginia
$758K +$61.7K +640 +9%
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$757K -$1.06K -11 -0.1%
PCM
515
Princeton Capital Management
New Jersey
$754K -$52.1K -541 -7%
IAN
516
Integrated Advisors Network
Texas
$754K -$59.7K -620 -8%
BCA
517
Bay Colony Advisors
Massachusetts
$753K -$19K -197 -3%
PCIA
518
Prime Capital Investment Advisors
Kansas
$752K -$12.6K -131 -2%
MWM
519
Mindset Wealth Management
Indiana
$751K -$12.4K -129 -2%
TSS
520
Two Sigma Securities
New York
$740K -$149K -1,542 -18%
BPWM
521
Badgley Phelps Wealth Managers
Washington
$739K
TI
522
Tidal Investments
Wisconsin
$734K -$539K -5,593 -44%
BP
523
Ballentine Partners
Massachusetts
$730K +$26.1K +271 +4%
TGAM
524
TBH Global Asset Management
Tennessee
$729K
OWA
525
Outlook Wealth Advisors
Texas
$726K -$12.2K -127 -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.