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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
Aberdeen Group
76
Aberdeen Group
United Kingdom
$38.4M +$4.14M +42,971 +13%
AHC
77
Adell Harriman & Carpenter
Texas
$33.3M +$194K +2,015 +0.6%
MHIC
78
Marble Harbor Investment Counsel
Massachusetts
$33.2M -$338K -3,513 -1%
William Blair & Company
79
William Blair & Company
Illinois
$32.5M +$412K +4,280 +1%
ACM
80
AEW Capital Management
Massachusetts
$32.1M -$29.3M -304,420 -49%
KBC Group
81
KBC Group
Belgium
$29.8M +$21.8M +226,790 +345%
GC
82
Gillson Capital
Illinois
$29.2M -$7.92M -82,237 -22%
Macquarie Group
83
Macquarie Group
Australia
$29.2M -$231K -2,400 -0.8%
Swedbank
84
Swedbank
Sweden
$29M -$2.91M -30,202 -10%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$27.6M -$2.43M -25,229 -9%
SO
86
STRS Ohio
Ohio
$26.3M +$3.17M +32,903 +15%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$25.9M +$8.18M +84,900 +50%
RFC
88
Regions Financial Corp
Alabama
$25.7M +$337K +3,495 +1%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$25.4M -$120M -1,245,031 -83%
Aviva
90
Aviva
United Kingdom
$24.7M +$1.37M +14,210 +6%
Pacer Advisors
91
Pacer Advisors
Pennsylvania
$23.6M +$1.06M +10,952 +5%
Retirement Systems of Alabama
92
Retirement Systems of Alabama
Alabama
$23.5M -$29.5K -306 -0.1%
WorldQuant Millennium Advisors
93
WorldQuant Millennium Advisors
New York
$23.5M -$3.59M -37,245 -14%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$23.2M -$5.3K -55 -0%
Victory Capital Management
95
Victory Capital Management
Texas
$22.7M -$869K -9,020 -4%
Stifel Financial
96
Stifel Financial
Missouri
$22.2M +$279K +2,901 +1%
AAF
97
Andra AP-fonden
Sweden
$22M -$2.91M -30,200 -12%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$21.4M +$9.86M +102,327 +95%
BCM
99
Brookstone Capital Management
Illinois
$21.1M +$5.72M +59,383 +40%
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$20.8M -$2.29M -23,726 -10%

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.