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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
PSB
901
Piscataqua Savings Bank
New Hampshire
$36K
SWP
902
Strategic Wealth Partners
Ohio
$35.7K -$73.1K -759 -68%
CSPIA
903
Cary Street Partners Investment Advisory
Virginia
$33.7K +$385 +4 +1%
GGI
904
Godsey & Gibb Inc
Virginia
$33.1K
JFGIW
905
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.4K +$30.3K +315 New
CWM
906
Cranbrook Wealth Management
Michigan
$30.6K
FNWA
907
Financial Network Wealth Advisors
Utah
$30.6K
HHGA
908
Halbert Hargrove Global Advisors
California
$30.1K +$4.33K +45 +18%
IWP
909
IAG Wealth Partners
Wisconsin
$30.1K
CPBTD
910
Central Pacific Bank - Trust Division
Hawaii
$28.3K
WBC
911
West Branch Capital
Massachusetts
$28K
NSIM
912
North Star Investment Management
Illinois
$27.5K -$28.9K -300 -53%
HCA
913
Harbor Capital Advisors
Illinois
$27K -$289 -3 -1%
TIM
914
Thompson Investment Management
Wisconsin
$26.9K
QC
915
Quent Capital
New York
$26.7K +$25.2K +262 New
PP
916
PFS Partners
New Jersey
$25.5K
IWM
917
IMG Wealth Management
Florida
$24.9K
NFSG
918
Newbridge Financial Services Group
Florida
$24.5K -$3.66K -38 -14%
PWAM
919
Private Wealth Asset Management
Iowa
$24.5K +$2.41K +25 +12%
GLF
920
Groupe la Francaise
France
$23.7K +$26.7K +277 New
EP
921
Essential Partners
California
$22.8K +$20.3K +211 +1,623%
HFS
922
Hantz Financial Services
Michigan
$22K +$17.1K +177 +466%
CCM
923
Chilton Capital Management
Texas
$20.9K
FMII
924
Farmers & Merchants Investments Inc
Nebraska
$20.5K
RA
925
Rise Advisors
New York
$20.4K +$578 +6 +3%

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.