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Iron Mountain

1,163 hedge funds and large institutions have $32.3B invested in Iron Mountain in 2026 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 442 increasing their positions, 382 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 60

25% more capital invested

Capital invested by funds: $25.8B → $32.3B (+$6.51B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16% more repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 382

7% more funds holding

Funds holding: 1,0881,163 (+75)

1.1% more ownership

Funds ownership: 85%86.1% (+1.1%)

50% less call options, than puts

Call options by funds: $172M | Put options by funds: $343M

Holders
1,163
Holders Change
+75
Holders Change %
+6.89%
% of All Funds
14.05%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
152
Increased
442
Reduced
382
Closed
60
Calls
$172M
Puts
$343M
Net Calls
-$171M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Change in
Stake
SN
951
Sittner & Nelson
Oregon
$130K
HFM
952
Harvest Fund Management
China
$129K +$56.8K +463 +83%
KA
953
Kozak & Associates
Colorado
$122K
BONH
954
Bank of New Hampshire
New Hampshire
$115K
ESC
955
Eurizon SLJ Capital
$114K
MAM
956
Morse Asset Management
Connecticut
$111K +$46K +375 +75%
PAM
957
Parvin Asset Management
South Dakota
$104K
FG
958
Franchise GP
$103K +$44.1K +360 +79%
MHR
959
Matthew Hamilton Rosenberg
$99.5K -$245 -2 -0.3%
JWA
960
JFS Wealth Advisors
Pennsylvania
$98.9K +$7.6K +62 +9%
PG
961
Proffitt & Goodson
Tennessee
$93.7K +$4.66K +38 +5%
EB
962
Eastern Bank
Massachusetts
$92.8K
AWM
963
Abound Wealth Management
Tennessee
$90.1K -$4.29K -35 -5%
FHC
964
First Horizon Corporation
Tennessee
$88.4K +$4.9K +40 +6%
TWIM
965
TIAA Wealth Investment Management
New York
$86.3K +$123 +1 +0.1%
EP
966
Essential Partners
California
$86.3K +$15K +122 +22%
AW
967
Avion Wealth
Texas
$86K +$3.43K +28 +4%
PWA
968
Physician Wealth Advisors
Utah
$85.7K +$2.58K +21 +3%
CSPIA
969
Cary Street Partners Investment Advisory
Virginia
$84.1K +$23.7K +193 +41%
ZBNA
970
Zions Bancorporation, National Association
Utah
$83.6K +$12K +98 +17%
CFO
971
CVA Family Office
Colorado
$83.4K
VNA
972
Valley National Advisers
Pennsylvania
$82.9K +$123 +1 +0.2%
DF
973
Dunhill Financial
United Kingdom
$82.4K -$9.56K -78 -11%
EF
974
Entrust Financial
Pennsylvania
$82K +$736 +6 +0.9%
HIA
975
Harbor Investment Advisory
Maryland
$79.8K +$77.5K +632 New

IRM Hedge Fund Activity: Q2 2026 in Review

1,163 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2026, worth a combined $32.3B — up 25% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new IRM positions and 60 closed out — a net gain of 92 holders — while 442 added to existing stakes and 382 trimmed.

The largest buyer was UBS AM, adding an estimated $390M. The largest seller was Cohen & Steers, cutting an estimated $509M.

  • 1,163 institutional investors held Iron Mountain (IRM) as of Q2 2026, up from 1,088 in Q1 2026.
  • Funds reported $32.3B of Iron Mountain stock for Q2 2026, up 25% quarter-over-quarter.
  • 152 funds opened new Iron Mountain positions in Q2 2026 and 60 closed out, a net change of +92 holders.
  • The largest Iron Mountain buyer in Q2 2026 was UBS AM, an estimated $390M added.
  • The largest Iron Mountain seller in Q2 2026 was Cohen & Steers, an estimated $509M sold.

Based on aggregated 13F filings for Q2 2026.