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Iron Mountain
IRM

1,043 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 393 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

21% more capital invested

Capital invested by funds: $21.1B → $25.5B (+$4.43B)

10% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 357

5% more funds holding

Funds holding: 994 → 1,043 (+49)

0.76% more ownership

Funds ownership: 83.58% → 84.34% (+0.76%)

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,043
Holders Change
+49
Holders Change %
+4.93%
% of All Funds
13.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
119
Increased
393
Reduced
357
Closed
62
Calls
$102M
Puts
$179M
Net Calls
-$77.2M
Net Calls Change
-$30.7M

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$158M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$146M
3
Invesco
Invesco
Georgia
+$136M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M
5
CAM
Contour Asset Management
New York
+$85.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$372M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$100M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$64.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$33.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
826
Acadian Asset Management
Massachusetts
$206K +$189K +2,009 New
FGP
827
Freestone Grove Partners
California
$206K +$189K +2,006 New
OLA
828
Oliver Luxxe Assets
New Jersey
$205K -$4.66M -49,469 -96%
FP
829
Financial Perspectives
Minnesota
$205K – – –
SIC
830
SJS Investment Consulting
Ohio
$205K +$37.7K +400 +25%
AA
831
Apriem Advisors
California
$205K +$189K +2,000 New
HTIM
832
Harbour Trust & Investment Management
Indiana
$205K +$189K +2,000 New
RIM
833
RW Investment Management
Idaho
$205K +$189K +2,000 New
CA
834
Continuum Advisory
Idaho
$202K +$184K +1,948 +7,792%
MGIA
835
Moneta Group Investment Advisors
Missouri
$201K +$185K +1,963 New
JFG
836
Jefferies Financial Group
New York
$201K -$830K -8,808 -82%
TA
837
TPG Advisors
Illinois
$200K +$184K +1,954 New
MWM
838
Modera Wealth Management
New Jersey
$200K +$184K +1,951 New
PAM
839
Pegasus Asset Management
New York
$200K +$184K +1,950 New
SIS
840
Strategic Investment Solutions
Illinois
$197K -$79.2K -840 -30%
BBPWM
841
Blue Bell Private Wealth Management
Pennsylvania
$195K -$6.41K -68 -3%
CT
842
Coastline Trust
Rhode Island
$190K – – –
HFM
843
Harvest Fund Management
China
$185K +$170K +1,800 New
MMG
844
Monetary Management Group
Missouri
$185K – – –
CI
845
CX Institutional
Indiana
$179K -$5.28K -56 -3%
NL
846
NVWM LLC
Pennsylvania
$174K – – –
TVWM
847
Tower View Wealth Management
Wisconsin
$171K +$1.51K +16 +1%
SNB
848
Security National Bank
Nebraska
$171K +$4.15K +44 +3%
CTC
849
Central Trust Company
Missouri
$169K – – –
PCM
850
Penserra Capital Management
California
$163K +$16.6K +176 +12%
32 33
34
35 36

IRM Hedge Fund Activity: Q2 2025 in Review

1,043 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2025, worth a combined $25.5B — up 21% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IRM positions and 62 closed out — a net gain of 57 holders — while 393 added to existing stakes and 357 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $158M. The largest seller was BlackRock, cutting an estimated $372M.

  • 1,043 institutional investors held Iron Mountain (IRM) as of Q2 2025, up from 994 in Q1 2025.
  • Funds reported $25.5B of Iron Mountain stock for Q2 2025, up 21% quarter-over-quarter.
  • 119 funds opened new Iron Mountain positions in Q2 2025 and 62 closed out, a net change of +57 holders.
  • The largest Iron Mountain buyer in Q2 2025 was Principal Financial Group, an estimated $158M added.
  • The largest Iron Mountain seller in Q2 2025 was BlackRock, an estimated $372M sold.

Based on aggregated 13F filings for Q2 2025.