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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
CBTWT
776
Community Bank & Trust (Waco, Texas)
Texas
$224K
AWE
777
Avidian Wealth Enterprises
Texas
$222K +$6.84K +71 +3%
VFA
778
Valeo Financial Advisors
Indiana
$221K +$8.19K +85 +4%
NFG
779
Nations Financial Group
Iowa
$220K +$385 +4 +0.2%
MAM
780
Morse Asset Management
Connecticut
$220K +$106K +1,105 +105%
SCM
781
Saxony Capital Management
Missouri
$219K +$1.45K +15 +0.7%
GS
782
GTS Securities
New York
$219K -$170K -1,766 -45%
BJL
783
Brighton Jones LLC
Washington
$218K +$206K +2,134 New
SFS
784
Stiles Financial Services
Minnesota
$217K
HKIMG
785
Hutchens & Kramer Investment Management Group
Indiana
$217K +$205K +2,127 New
CFB
786
Cullen/Frost Bankers
Texas
$217K -$3.18K -33 -2%
WSA
787
Warm Springs Advisors
California
$216K
IP
788
Ignite Planners
California
$214K -$96 -1 -0%
GVAG
789
Great Valley Advisor Group
Delaware
$213K -$211K -2,194 -51%
CA
790
Continuum Advisory
Idaho
$212K +$10K +104 +5%
SAM
791
Smartleaf Asset Management
Massachusetts
$211K +$60.3K +626 +42%
CCWM
792
Cassaday & Co Wealth Management
Virginia
$211K +$199K +2,065 New
TBT
793
Texas Bank & Trust
Texas
$209K
SIC
794
SJS Investment Consulting
Ohio
$208K +$3.66K +38 +2%
CW
795
Channel Wealth
California
$206K -$57.7K -599 -23%
JFG
796
Jefferies Financial Group
New York
$206K +$5.88K +61 +3%
AIA
797
Affinity Investment Advisors
California
$205K
MFWP
798
Mosaic Family Wealth Partners
Missouri
$205K
AA
799
Apriem Advisors
California
$205K +$674 +7 +0.4%
FP
800
Financial Perspectives
Minnesota
$204K

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.