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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
DMBA
826
Deseret Mutual Benefit Administrators
Utah
$131K -$20.7K -215 -14%
PFBT
827
Parkside Financial Bank & Trust
Missouri
$130K -$674 -7 -0.5%
SNB
828
Security National Bank
Nebraska
$128K -$39.4K -409 -25%
BC
829
Bayforest Capital
United Kingdom
$126K +$119K +1,236 New
HI
830
Hoey Investments
Pennsylvania
$126K +$119K +1,235 New
TFA
831
Toth Financial Advisory
Virginia
$125K
RFP
832
Root Financial Partners
California
$124K +$117K +1,219 New
AT
833
Avalon Trust
New Mexico
$123K +$116K +1,204 New
OAM
834
Ostrum Asset Management
France
$122K -$376K -3,898 -76%
SIS
835
Sound Income Strategies
Florida
$116K +$18.6K +193 +21%
EWM
836
Evermay Wealth Management
Virginia
$116K +$110K +1,141 New
MHR
837
Matthew Hamilton Rosenberg
$114K -$289 -3 -0.3%
LC
838
Lavaca Capital
Texas
$112K
FCAS
839
First Command Advisory Services
Texas
$112K
RFS
840
Richardson Financial Services
Massachusetts
$108K +$3.37K +35 +3%
OP
841
ORG Partners
Indiana
$108K -$12.9K -134 -11%
SN
842
Sittner & Nelson
Oregon
$105K
AA
843
Addison Advisors
Vermont
$100K -$18K -187 -16%
ZBNA
844
Zions Bancorporation, National Association
Utah
$99K +$38.8K +403 +71%
EWM
845
Evolution Wealth Management
Florida
$97.8K +$771 +8 +0.8%
CC
846
Corsicana & Co
Texas
$91.7K +$86.7K +900 New
KA
847
Kozak & Associates
Colorado
$88.7K
CH
848
Cromwell Holdings
Wyoming
$88.4K
QL
849
Quarry LP
New York
$86.9K +$28.3K +294 +53%
PAM
850
Parvin Asset Management
South Dakota
$84.8K +$1.16K +12 +1%

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.