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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
RIM
801
RW Investment Management
Idaho
$204K
WT
802
Whittier Trust
California
$199K -$88.9K -923 -33%
SIS
803
Strategic Investment Solutions
Illinois
$196K
BBPWM
804
Blue Bell Private Wealth Management
Pennsylvania
$193K -$963 -10 -0.5%
CT
805
Coastline Trust
Rhode Island
$189K
MMG
806
Monetary Management Group
Missouri
$183K
NL
807
NVWM LLC
Pennsylvania
$173K
BTI
808
Blue Trust Inc
Georgia
$173K +$62.1K +645 +61%
TVWM
809
Tower View Wealth Management
Wisconsin
$172K +$1.25K +13 +0.8%
BBHC
810
Brown Brothers Harriman & Co
New York
$171K -$368K -3,815 -69%
CTC
811
Central Trust Company
Missouri
$168K +$482 +5 +0.3%
CA
812
Clearstead Advisors
Ohio
$168K +$27.5K +285 +21%
CA
813
CoreCap Advisors
Michigan
$164K +$2.02K +21 +1%
PCM
814
Penserra Capital Management
California
$164K +$1.73K +18 +1%
TFIPS
815
Towarzystwo Funduszy Inwestycyjnych PZU SA
$161K +$19.3K +200 +14%
LFG
816
Larson Financial Group
Missouri
$155K -$89.2K -926 -38%
FFC
817
First Financial Corp
Indiana
$153K
MC
818
Muzinich & Co
New York
$150K
LS
819
Livforsakringsbolaget Skandia
Sweden
$150K
VFM
820
Vision Financial Markets
Connecticut
$138K
HWA
821
HHM Wealth Advisors
Tennessee
$137K -$9.63K -100 -7%
CCA
822
Catalyst Capital Advisors
New York
$133K +$38.1K +396 +44%
EWA
823
EverSource Wealth Advisors
Alabama
$133K -$1.83K -19 -1%
SCM
824
Silvant Capital Management
Georgia
$132K
A
825
AlphaQuest
New York
$131K +$29.3K +304 +31%

IRM Hedge Fund Activity: Q3 2025 in Review

1,015 of the 7,619 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.