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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
SWM
701
SeaCrest Wealth Management
New York
$306K -$20.4K -212 -7%
TPWA
702
TRUE Private Wealth Advisors
Oregon
$304K +$1.06K +11 +0.4%
IAS
703
IMA Advisory Services
Colorado
$304K -$193 -2 -0.1%
JHP
704
James Hambro & Partners
United Kingdom
$303K -$340K -3,530 -54%
KeyBank National Association
705
KeyBank National Association
Ohio
$302K +$33.8K +351 +13%
VAS
706
Vestmark Advisory Solutions
Massachusetts
$301K -$163K -1,688 -36%
BRWA
707
B. Riley Wealth Advisors
Florida
$301K -$107K -1,112 -27%
FTUS
708
Flow Traders U.S.
New York
$299K +$282K +2,931 New
AssetMark Inc
709
AssetMark Inc
California
$296K +$20.6K +214 +8%
SAM
710
Seelaus Asset Management
New Jersey
$296K +$12K +125 +5%
PIA
711
Perennial Investment Advisors
California
$295K +$2.89K +30 +1%
CI
712
Cigna Investments
Connecticut
$295K
BCM
713
BTC Capital Management
Iowa
$292K +$276K +2,861 New
PPWP
714
Premier Path Wealth Partners
New Jersey
$291K -$2.79K -29 -1%
COCM
715
Charter Oak Capital Management
New Hampshire
$291K -$7.22K -75 -3%
BFA
716
Beaumont Financial Advisors
Massachusetts
$288K -$771 -8 -0.3%
JPG
717
Jordan Park Group
California
$286K
FGP
718
Freestone Grove Partners
California
$285K +$76.3K +792 +39%
DWM
719
Destination Wealth Management
California
$284K
TCWA
720
Turtle Creek Wealth Advisors
Texas
$282K +$267K +2,771 New
DT
721
Diversified Trust
Tennessee
$282K -$66.3K -688 -20%
SAI
722
Savvy Advisors Inc
New York
$281K +$5.78K +60 +2%
PWM
723
Palacios Wealth Management
Florida
$281K -$74.2K -770 -22%
HCM
724
Howland Capital Management
Massachusetts
$279K
SW
725
SVB Wealth
Massachusetts
$278K -$529K -5,493 -67%

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.