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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
MG
751
Mather Group
Illinois
$253K -$4.24K -44 -2%
UB
752
UMB Bank
Missouri
$251K +$14.5K +150 +6%
PCS
753
Personal CFO Solutions
New Jersey
$250K +$11.9K +124 +5%
VCM
754
Versant Capital Management
Arizona
$248K +$197K +2,049 +541%
SPC
755
Spirepoint Private Client
Florida
$243K +$230K +2,387 New
FP
756
Fiduciary Planning
Florida
$243K +$229K +2,382 New
FCG
757
Fielder Capital Group
Tennessee
$243K -$867 -9 -0.4%
CIC
758
Carnegie Investment Counsel
Ohio
$242K -$38.5K -400 -14%
BFC
759
Bedel Financial Consulting
Indiana
$241K +$1.16K +12 +0.5%
PJSIMP
760
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K
WPW
761
Waldron Private Wealth
Pennsylvania
$240K
WA
762
Wealth Alliance
New York
$237K -$385 -4 -0.2%
PTC
763
Private Trust Company
Ohio
$237K -$8.19K -85 -4%
IF
764
Intrua Financial
Texas
$236K +$963 +10 +0.4%
HSA
765
HBK Sorce Advisory
Pennsylvania
$236K -$17.9K -186 -8%
Walleye Trading
766
Walleye Trading
New York
$235K -$1.25M -12,980 -85%
MFA
767
Mayflower Financial Advisors
Massachusetts
$233K -$289 -3 -0.1%
CA
768
Commerzbank Aktiengesellschaft
Germany
$233K
KF
769
Krilogy Financial
Missouri
$232K +$223K +2,314 New
Fayez Sarofim & Co
770
Fayez Sarofim & Co
Texas
$232K -$131K -1,355 -37%
SMC
771
Smith, Moore & Co
Missouri
$232K +$578 +6 +0.3%
WC
772
Waterloo Capital
Texas
$232K +$219K +2,272 New
MAM
773
Mystic Asset Management
Rhode Island
$228K +$771 +8 +0.4%
HWA
774
Heritage Wealth Advisors
Virginia
$227K
IA
775
IFP Advisors
Florida
$224K -$128K -1,327 -38%

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.