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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
CMP
926
Coston McIsaac & Partners
Maine
$19K +$96 +1 +0.5%
GKIM
927
GW&K Investment Management
Massachusetts
$19K +$963 +10 +6%
MCM
928
MV Capital Management
Maryland
$18.7K +$5.01K +52 +40%
C
929
Covestor
United Kingdom
$18K -$4.14K -43 -19%
SS
930
Sunbelt Securities
Texas
$17.5K -$18.1K -188 -52%
CAM
931
Chesapeake Asset Management
New York
$17.3K
HWM
932
Hemington Wealth Management
Virginia
$16K
RWM
933
RMG Wealth Management
Wisconsin
$15.5K
APW
934
Atlantic Private Wealth
North Carolina
$15.3K +$14.5K +150 New
OC
935
Oakworth Capital
Alabama
$15.2K -$2.99K -31 -17%
AAG
936
Accordant Advisory Group
Maryland
$14K
BIA
937
Bell Investment Advisors
California
$14K
RF
938
Rossby Financial
Florida
$13.8K +$4.33K +45 +50%
MAM
939
Meeder Asset Management
Ohio
$13.2K -$11.5K -119 -48%
T
940
Tidemark
California
$12.7K
PPC
941
Park Place Capital
Alabama
$12.6K -$1.64K -17 -12%
WA
942
WPG Advisers
Maryland
$12.5K -$6.07K -63 -34%
MSFP
943
Mark Sheptoff Financial Planning
Connecticut
$12.5K
BF
944
BOK Financial
Oklahoma
$12.3K -$56.6K -587 -83%
WA
945
Westfuller Advisors
New York
$12.2K +$11.5K +119 New
MCM
946
Manchester Capital Management
Vermont
$12.1K +$96 +1 +0.8%
MFT
947
Moisand Fitzgerald Tamayo
Florida
$11.5K
BGAI
948
Bruce G. Allen Investments
Colorado
$11K
SA
949
Strategic Advocates
Utah
$10.9K +$10.3K +107 New
LI
950
LRI Investments
Florida
$10.8K

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.