We are live on ! Find out more
IRM icon

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
Kayne Anderson Rudnick Investment Management
951
Kayne Anderson Rudnick Investment Management
California
$10.6K
CWIG
952
Chung Wu Investment Group
Texas
$10.2K
RTL
953
Red Tortoise LLC
Georgia
$9.58K
CFD
954
Creative Financial Designs
Indiana
$9.18K
ACM
955
Anfield Capital Management
California
$8.97K
CW
956
Curio Wealth
Maryland
$8.75K +$8.29K +86 New
CPG
957
Cornerstone Planning Group
New Jersey
$8.71K +$3.66K +38 +79%
ADL
958
Asset Dedication LLC
California
$8.66K
SL
959
Salomon & Ludwin
Virginia
$8.38K +$7.71K +80 New
1IA
960
1620 Investment Advisors
Massachusetts
$8.15K -$1.93K -20 -20%
JSAM
961
J. Safra Asset Management
New York
$8.15K +$7.71K +80 New
WIM
962
Westside Investment Management
California
$8.08K +$7.61K +79 New
DWM
963
Dogwood Wealth Management
Kansas
$7.39K -$193 -2 -3%
TFA
964
Transamerica Financial Advisors
Florida
$7.38K +$6.94K +72 New
PWA
965
Physician Wealth Advisors
Utah
$7.27K +$578 +6 +9%
GWM
966
Geneos Wealth Management
Colorado
$6.73K -$225K -2,333 -97%
SC
967
SouthState Corp
Florida
$6.52K -$5.49K -57 -47%
GBT
968
Grove Bank & Trust
Florida
$6.52K
HHMI
969
Howard Hughes Medical Institute
Maryland
$6.42K
AWM
970
Activest Wealth Management
Florida
$6.42K +$4.43K +46 +271%
CIAS
971
CBIZ Investment Advisory Services
Ohio
$6.16K +$2.22K +23 +62%
FMTCOCP
972
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
GF
973
GGM Financials
Ohio
$5.91K +$5.59K +58 New
HNW
974
High Note Wealth
Minnesota
$5.61K +$771 +8 +17%
MAFA
975
MJT & Associates Financial Advisory
Minnesota
$5.61K +$5.3K +55 New

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.