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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
AWA
676
Arkadios Wealth Advisors
Georgia
$334K +$119K +1,239 +61%
MWM
677
Mission Wealth Management
California
$332K +$1.45K +15 +0.5%
SFG
678
Sovereign Financial Group
Connecticut
$328K -$385 -4 -0.1%
CFG
679
Cooper Financial Group
California
$327K +$4.82K +50 +2%
EGA
680
E&G Advisors
Texas
$326K
RZH
681
Relyea Zuckerberg Hanson
Connecticut
$320K +$578 +6 +0.2%
CAMG
682
CWA Asset Management Group
Florida
$320K -$193 -2 -0.1%
KWS
683
Keystone Wealth Services
California
$319K
FFO
684
Fortitude Family Office
Arizona
$318K
FCM
685
Fortis Capital Management
Washington
$318K +$2.41K +25 +0.8%
BIG
686
Brooklyn Investment Group
New York
$317K -$9.92K -103 -3%
AIS
687
American Investment Services
Massachusetts
$316K
DAS
688
Dynamic Advisor Solutions
Arizona
$316K -$20.7K -215 -6%
IC
689
IEQ Capital
California
$316K -$307K -3,191 -51%
SEP
690
Southland Equity Partners
Missouri
$316K -$22.6K -235 -7%
TIAA Trust, National Association
691
TIAA Trust, National Association
North Carolina
$315K -$5.3K -55 -2%
OBWG
692
Onyx Bridge Wealth Group
New York
$311K +$5.97K +62 +2%
SFS
693
Sowell Financial Services
Arkansas
$311K -$16.2K -168 -5%
NAM
694
NorthCrest Asset Manangement
Minnesota
$310K +$9.92K +103 +4%
AMG
695
Advisors Management Group
Wisconsin
$310K -$21.4K -222 -7%
FTWA
696
Fifth Third Wealth Advisors
Ohio
$309K +$19.7K +204 +7%
BFM
697
Boothbay Fund Management
New York
$309K +$292K +3,034 New
CYG
698
Clean Yield Group
Vermont
$308K
AGA
699
Accuvest Global Advisors
Utah
$306K -$96.3K -1,000 -25%
API
700
Asset Planning Inc
California
$306K

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.