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Iron Mountain
IRM

1,043 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 393 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

21% more capital invested

Capital invested by funds: $21.1B → $25.5B (+$4.43B)

10% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 357

5% more funds holding

Funds holding: 994 → 1,043 (+49)

0.76% more ownership

Funds ownership: 83.58% → 84.34% (+0.76%)

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,043
Holders Change
+49
Holders Change %
+4.93%
% of All Funds
13.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
119
Increased
393
Reduced
357
Closed
62
Calls
$102M
Puts
$179M
Net Calls
-$77.2M
Net Calls Change
-$30.7M

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$158M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$146M
3
Invesco
Invesco
Georgia
+$136M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M
5
CAM
Contour Asset Management
New York
+$85.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$372M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$100M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$64.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$33.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
676
Citizens Business Bank
California
$390K – – –
NAM
677
Nexpoint Asset Management
Texas
$390K – – –
CWG
678
Crown Wealth Group
North Carolina
$388K -$1.79K -19 -0.5%
MAS
679
Meeder Advisory Services
Ohio
$381K +$45.3K +481 +15%
SC
680
SummitTX Capital
Texas
$380K +$349K +3,700 New
RWB
681
RMR Wealth Builders
New Jersey
$377K – – –
CTC
682
Cetera Trust Company
Minnesota
$375K +$3.3K +35 +1%
SI
683
Severin Investments
Missouri
$374K +$1.41K +15 +0.4%
PCG
684
Prosperity Consulting Group
Maryland
$374K +$344K +3,645 New
Fayez Sarofim & Co
685
Fayez Sarofim & Co
Texas
$373K -$64.5K -684 -16%
SB
686
Strategic Blueprint
Georgia
$372K +$2.92K +31 +0.9%
BRWM
687
Blue Rock Wealth Management
North Carolina
$369K – – –
GCP
688
GSA Capital Partners
United Kingdom
$364K +$334K +3,548 New
AA
689
Aire Advisors
California
$363K +$3.11K +33 +0.9%
PWM
690
Palacios Wealth Management
Florida
$362K – – –
PAM
691
Panagora Asset Management
Massachusetts
$361K -$166K -1,765 -33%
JF
692
Jump Financial
Illinois
$361K -$28.1M -297,698 -99%
PTC
693
Philadelphia Trust Company
Pennsylvania
$359K – – –
LRIC
694
Long Road Investment Counsel
Michigan
$359K – – –
LIG
695
Lokken Investment Group
Delaware
$357K – – –
NI
696
Natural Investments
California
$356K +$2.26K +24 +0.7%
CBA
697
Coastal Bridge Advisors
Connecticut
$354K +$27.8K +295 +9%
DT
698
Diversified Trust
Tennessee
$354K +$325K +3,452 New
WA
699
Wambolt & Associates
Colorado
$351K -$51K -541 -13%
EWM
700
Empirical Wealth Management
Washington
$349K +$321K +3,405 New
26 27
28
29 30

IRM Hedge Fund Activity: Q2 2025 in Review

1,043 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2025, worth a combined $25.5B — up 21% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IRM positions and 62 closed out — a net gain of 57 holders — while 393 added to existing stakes and 357 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $158M. The largest seller was BlackRock, cutting an estimated $372M.

  • 1,043 institutional investors held Iron Mountain (IRM) as of Q2 2025, up from 994 in Q1 2025.
  • Funds reported $25.5B of Iron Mountain stock for Q2 2025, up 21% quarter-over-quarter.
  • 119 funds opened new Iron Mountain positions in Q2 2025 and 62 closed out, a net change of +57 holders.
  • The largest Iron Mountain buyer in Q2 2025 was Principal Financial Group, an estimated $158M added.
  • The largest Iron Mountain seller in Q2 2025 was BlackRock, an estimated $372M sold.

Based on aggregated 13F filings for Q2 2025.