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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
KCPG
651
Kavar Capital Partners Group
Kansas
$372K -$48.2K -500 -12%
SB
652
Strategic Blueprint
Georgia
$372K +$2.12K +22 +0.6%
PCG
653
Prosperity Consulting Group
Maryland
$371K -$482 -5 -0.1%
SI
654
Severin Investments
Missouri
$371K -$1.06K -11 -0.3%
BRWM
655
Blue Rock Wealth Management
North Carolina
$367K
S
656
Sachetta
Massachusetts
$367K -$43.4K -450 -11%
NI
657
Natural Investments
California
$365K +$10.3K +107 +3%
AA
658
Aire Advisors
California
$363K +$2.7K +28 +0.8%
PAM
659
Panagora Asset Management
Massachusetts
$359K
AI
660
Atria Investments
North Carolina
$359K -$84.9K -881 -20%
PTC
661
Philadelphia Trust Company
Pennsylvania
$357K
LRIC
662
Long Road Investment Counsel
Michigan
$357K
LIG
663
Lokken Investment Group
Delaware
$355K
SPC
664
Sigma Planning Corp
Michigan
$348K -$40.2K -417 -11%
AFP
665
Ausdal Financial Partners
Iowa
$348K +$102K +1,060 +45%
CAG
666
Crestwood Advisors Group
Massachusetts
$347K +$34.4K +357 +12%
PA
667
Parallel Advisors
California
$346K -$578 -6 -0.2%
PWM
668
Perigon Wealth Management
California
$342K -$4.53K -47 -1%
RIS
669
Retirement Income Solutions
Michigan
$341K
ECM
670
Evergreen Capital Management
Washington
$340K +$3.76K +39 +1%
RIS
671
Richmond Investment Services
Wisconsin
$338K +$2.02K +21 +0.6%
CBA
672
Coastal Bridge Advisors
Connecticut
$338K -$13.3K -138 -4%
FM
673
Foster & Motley
Ohio
$335K -$3.37K -35 -1%
WPC
674
Wedmont Private Capital
Pennsylvania
$334K +$27.5K +285 +10%
JCM
675
Jacobi Capital Management
Pennsylvania
$334K +$1.83K +19 +0.6%

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.