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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
EI
551
Ellevest Inc
New York
$595K -$65.4K -679 -10%
TWC
552
TD Waterhouse Canada
Ontario, Canada
$594K -$71.4K -741 -11%
Wolverine Trading
553
Wolverine Trading
Illinois
$594K +$570K +5,919 New
PFA
554
Pinnacle Family Advisors
Missouri
$594K +$21.7K +225 +4%
OIA
555
OneDigital Investment Advisors
Kansas
$591K -$39.9K -414 -7%
ST
556
Somerset Trust
Pennsylvania
$590K +$6.17K +64 +1%
WWG
557
West Wealth Group
California
$587K +$4.91K +51 +0.9%
EE
558
EWG Elevate
California
$583K
S
559
SignatureFD
Georgia
$583K -$128K -1,330 -19%
HNB
560
Huntington National Bank
Ohio
$582K -$385 -4 -0.1%
FCP
561
Fidelis Capital Partners
Florida
$582K +$1.25K +13 +0.2%
MSE
562
MUFG Securities EMEA
United Kingdom
$576K +$461K +4,788 +554%
WT
563
Washington Trust
Rhode Island
$569K
PS
564
Principal Securities
Iowa
$566K -$57.7K -599 -10%
GSIAS
565
Garden State Investment Advisory Services
New Jersey
$565K -$2.6K -27 -0.5%
CIA
566
Concurrent Investment Advisors
Florida
$563K +$6.26K +65 +1%
CPIG
567
Chicago Partners Investment Group
Illinois
$556K +$8.67K +90 +2%
ACM
568
Advisors Capital Management
New Jersey
$552K +$95.3K +989 +22%
ECM
569
Estabrook Capital Management
New York
$544K
FMP
570
Financial Management Professionals
Texas
$542K +$3.18K +33 +0.6%
ASC
571
Atalanta Sosnoff Capital
New York
$533K -$10.5K -109 -2%
VR
572
Valued Retirements
Texas
$532K
SAM
573
Smith Asset Management
Florida
$532K
KFA
574
Kapstone Financial Advisors
Ohio
$530K -$57.5K -597 -10%
TYCC
575
Texas Yale Capital Corp
Florida
$526K

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.