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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
WANY
851
Wealthspire Advisors (New York)
New York
$84K +$79.4K +824 New
CI Investments Inc
852
CI Investments Inc
Ontario, Canada
$82K -$1.64K -17 -2%
OL
853
OneFund LLC
Florida
$81.1K +$2.79K +29 +4%
BONH
854
Bank of New Hampshire
New Hampshire
$81K
GXJ
855
Global X Japan
Japan
$79.1K -$12.6K -131 -14%
SIM
856
Sentry Investment Management
Wisconsin
$79K -$8.77K -91 -11%
OIA
857
Optimum Investment Advisors
Illinois
$76.5K
AWM
858
Abound Wealth Management
Tennessee
$76.3K
EB
859
Eastern Bank
Massachusetts
$74.9K
JWA
860
JFS Wealth Advisors
Pennsylvania
$74.1K -$21.2K -220 -23%
AW
861
Avion Wealth
Texas
$74K -$867 -9 -1%
BHWM
862
Bay Harbor Wealth Management
Maryland
$74K +$1.64K +17 +2%
RIL
863
Rothschild Investment LLC
Illinois
$68.9K +$1.73K +18 +3%
CHC
864
City Holding Co
West Virginia
$68K +$64.3K +667 New
FHC
865
First Horizon Corporation
Tennessee
$67.6K +$63.9K +663 New
TWD
866
True Wealth Design
Ohio
$67.2K +$1.35K +14 +2%
VNA
867
Valley National Advisers
Pennsylvania
$66K
PG
868
Proffitt & Goodson
Tennessee
$63.4K
GIA
869
GHP Investment Advisors
Colorado
$63K +$289 +3 +0.5%
FA
870
Financial Avengers
California
$61.9K +$482 +5 +0.8%
WTC
871
WhitTier Trust Company
Nevada
$61.1K
CJ
872
Caitlin John
Michigan
$61.1K +$57.7K +599 New
SC
873
Sawyer & Company
Massachusetts
$61K
DF
874
Dunhill Financial
United Kingdom
$59.4K +$9.15K +95 +19%
AAS
875
Ameritas Advisory Services
Nebraska
$58.4K -$197K -2,050 -78%

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.