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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
MOS
526
MGO One Seven
Ohio
$721K +$220K +2,285 +48%
GRP
527
Global Retirement Partners
California
$717K +$43.4K +450 +7%
CF
528
Centaurus Financial
California
$715K +$43.3K +449 +7%
FG
529
Fiduciary Group
Georgia
$714K
CCA
530
Checchi Capital Advisers
California
$708K -$137K -1,427 -17%
SFI
531
Susquehanna Fundamental Investments
Pennsylvania
$687K
USCWA
532
U.S. Capital Wealth Advisors
Texas
$681K -$17.3K -180 -3%
SF
533
Symphony Financial
Texas
$678K -$89.6K -930 -12%
QCG
534
Quadrant Capital Group
Ohio
$673K -$771 -8 -0.1%
Twin Tree Management
535
Twin Tree Management
Texas
$670K +$634K +6,576 New
EH
536
Equitable Holdings
New York
$663K -$88.3K -917 -12%
Two Sigma Advisers
537
Two Sigma Advisers
New York
$663K -$2.85M -29,600 -82%
GI
538
GAMMA Investing
California
$662K +$98.4K +1,021 +19%
FFA
539
Farther Finance Advisors
California
$660K +$105K +1,088 +20%
GSEP
540
Golden State Equity Partners
California
$656K +$8.57K +89 +1%
CM
541
Caption Management
Oklahoma
$652K +$617K +6,400 New
CAM
542
Columbia Asset Management
Michigan
$652K
GKWIM
543
Gerber Kawasaki Wealth & Investment Management
California
$645K +$4.72K +49 +0.8%
CCIA
544
Campbell & Co Investment Adviser
Maryland
$644K +$98.6K +1,023 +19%
O
545
Ossiam
France
$643K -$864K -8,966 -59%
MCM
546
Monument Capital Management
Virginia
$636K -$30.3K -315 -5%
CFO
547
Callan Family Office
Pennsylvania
$618K -$145K -1,509 -20%
JSC
548
Jackson Square Capital
California
$612K +$578K +5,999 New
PFS
549
Prospera Financial Services
Texas
$604K +$138K +1,428 +32%
SSWM
550
Sheets Smith Wealth Management
North Carolina
$602K

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.