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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
AMBIA
726
Allen Mooney & Barnes Investment Advisors
Georgia
$275K +$193 +2 +0.1%
IHL
727
Investment House LLC
California
$275K
DWP
728
Daymark Wealth Partners
Ohio
$275K -$6.65K -69 -2%
AIM
729
Allen Investment Management
New York
$275K
AIP
730
Ameritas Investment Partners
Nebraska
$274K -$8.96K -93 -3%
RWPA
731
Richard W. Paul & Associates
Michigan
$274K -$771 -8 -0.3%
CPA
732
Cardiff Park Advisors
California
$274K +$259K +2,684 New
CW
733
CreativeOne Wealth
Kansas
$271K -$17.1K -178 -6%
CAG
734
Csenge Advisory Group
Florida
$270K -$500K -5,192 -66%
AWM
735
Aberdeen Wealth Management
Illinois
$270K
WAM
736
Walker Asset Management
Missouri
$270K +$1.93K +20 +0.8%
SWP
737
Sagespring Wealth Partners
Tennessee
$269K -$4.05K -42 -2%
NL
738
NWAM LLC
Washington
$269K +$963 +10 +0.4%
DWM
739
Diversify Wealth Management
Utah
$269K
C
740
Certuity
Florida
$267K +$252K +2,619 New
LSA
741
Leonteq Securities AG
Switzerland
$265K -$76.9K -798 -23%
RCM
742
Raleigh Capital Management
North Carolina
$262K -$10.5K -109 -4%
SIC
743
Samalin Investment Counsel
New York
$261K +$1.45K +15 +0.6%
AWM
744
Aprio Wealth Management
Georgia
$260K -$76.8K -797 -24%
CAG
745
Centerpoint Advisory Group
Kansas
$258K
SWM
746
Segment Wealth Management
Texas
$258K
DWAM
747
Duncan Williams Asset Management
Tennessee
$257K +$1.73K +18 +0.7%
LSIA
748
LaSalle St. Investment Advisors
Illinois
$256K -$39.8K -413 -14%
FC
749
Farringdon Capital
United Kingdom
$256K +$242K +2,511 New
PFM
750
Patton Fund Management
Texas
$256K

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.