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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
WG
601
Welch Group
Alabama
$462K
HW
602
Hancock Whitney
Mississippi
$462K -$28.8K -299 -6%
WSFS
603
Wilmington Savings Fund Society
Delaware
$461K -$243K -2,521 -36%
NS
604
NBC Securities
Alabama
$461K -$1.45K -15 -0.3%
HH
605
Hilltop Holdings
Texas
$461K -$3.85K -40 -0.9%
ESB
606
Essex Savings Bank
Connecticut
$458K
TFA
607
Teamwork Financial Advisors
Texas
$456K -$674 -7 -0.2%
CRC
608
Curi RMB Capital
Illinois
$453K -$41.6K -432 -9%
QIM
609
Quest Investment Management
Oregon
$451K +$674 +7 +0.2%
PFG
610
Putney Financial Group
California
$444K -$27.6K -286 -6%
AWM
611
Ameliora Wealth Management
Switzerland
$443K
PWMG
612
Prestige Wealth Management Group
New Jersey
$442K +$16K +166 +4%
AAG
613
Armstrong Advisory Group
Massachusetts
$442K
WCM
614
WealthBridge Capital Management
Ohio
$439K +$2.6K +27 +0.6%
PA
615
Profund Advisors
Maryland
$437K -$4.05K -42 -1%
BWM
616
BCO Wealth Management
New Mexico
$436K
Fidelity International
617
Fidelity International
Bermuda
$436K +$15.7K +163 +4%
PD
618
Point72 (DIFC)
United Arab Emirates
$432K -$398K -4,131 -49%
PA
619
Pinnacle Associates
New York
$430K +$4.91K +51 +1%
SI
620
Stephens Inc
Arkansas
$427K +$193 +2 +0%
Kovitz Investment Group Partners
621
Kovitz Investment Group Partners
Illinois
$426K -$7.9K -82 -2%
BHPW
622
Beverly Hills Private Wealth
California
$423K -$11.3K -117 -3%
IAIM
623
International Assets Investment Management
Florida
$421K +$4.82K +50 +1%
CWM
624
Cornerstone Wealth Management
Missouri
$420K +$96 +1 +0%
MAS
625
Meeder Advisory Services
Ohio
$419K +$38.8K +403 +11%

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.