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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
PC
876
Promus Capital
Illinois
$58.3K
CFO
877
CVA Family Office
Colorado
$57.4K -$3.95K -41 -7%
JWM
878
JPL Wealth Management
Colorado
$56.5K +$53.4K +554 New
AGWCA
879
Annis Gardner Whiting Capital Advisors
Florida
$54.8K -$771 -8 -1%
WTA
880
Washington Trust Advisors
Massachusetts
$54K +$51.1K +530 New
SSG
881
Summit Securities Group
New York
$51.8K +$29.8K +309 +155%
FDCP
882
Foster Dykema Cabot & Partners
Massachusetts
$51.8K
HBW
883
Hazlett, Burt & Watson
West Virginia
$51K
CA
884
Crewe Advisors
Utah
$51K -$193 -2 -0.4%
GWSG
885
GPS Wealth Strategies Group
Colorado
$51K
HDIM
886
Hanson & Doremus Investment Management
Vermont
$48K
CH
887
Canton Hathaway
Rhode Island
$47K +$5.2K +54 +13%
FC
888
Franchise Capital
Cayman Islands
$46.4K
AF
889
Advisornet Financial
Minnesota
$46.1K +$4.43K +46 +11%
WWA
890
Wealth Watch Advisors
Colorado
$43.8K +$41.4K +430 New
Loomis, Sayles & Company
891
Loomis, Sayles & Company
Massachusetts
$43.3K -$2.12K -22 -5%
MWA
892
Medallion Wealth Advisors
Connecticut
$42.8K
HIA
893
Harbor Investment Advisory
Maryland
$42.8K
Q1WB
894
Quest 10 Wealth Builders
Virginia
$42.1K
BC
895
Barrett & Company
Rhode Island
$40.8K
BAM
896
Byrne Asset Management
New Jersey
$40.8K
RAM
897
Ramirez Asset Management
New York
$40.8K
AWM
898
AllSquare Wealth Management
New York
$40.3K
Bank Julius Baer & Co
899
Bank Julius Baer & Co
Switzerland
$39.8K +$37.6K +390 New
BCWM
900
Bartlett & Co Wealth Management
Ohio
$39.3K +$5.11K +53 +16%

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.