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Iron Mountain
IRM

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: 1,043 → 1,015 (-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: 16 → 13 (-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

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$261M
2
Cohen & Steers
Cohen & Steers
New York
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$104M
5
CAM
Contour Asset Management
New York
+$80M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
2
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
3
Deutsche Bank
Deutsche Bank
Germany
-$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
976
T. Rowe Price Investment Management
Maryland
$5K +$4.14K +43 New
MSWM
977
Mowery & Schoenfeld Wealth Management
Illinois
$5K – – –
WPA
978
Wealth Preservation Advisors
Tennessee
$4.69K – – –
CWM
979
Copia Wealth Management
Oregon
$4.28K – – –
UCB
980
United Community Bank
South Carolina
$3.77K +$3.56K +37 New
EWP
981
Elevation Wealth Partners
California
$3.06K +$2.89K +30 New
T
982
TOBAM
France
$3K +$1.16K +12 +63%
HIW
983
Holos Integrated Wealth
Pennsylvania
$2.98K – – –
HCM
984
Hollencrest Capital Management
California
$2.96K – – –
AP
985
Aspect Partners
Virginia
$2.96K +$1.73K +18 +164%
TCA
986
Trifecta Capital Advisors
Illinois
$2.75K – – –
SFCL
987
Strengthening Families & Communities LLC
Massachusetts
$2.45K – – –
HFS
988
Horizon Financial Services
North Carolina
$2.35K +$2.22K +23 New
PA
989
Pineridge Advisors
Missouri
$2.24K – – –
FC
990
Financial Consulate
Maryland
$2.24K +$2.12K +22 New
KG
991
Kilter Group
New York
$2.04K +$482 +5 +33%
OAJ
992
Ogorek Anthony Joseph
New York
$2K +$193 +2 +8%
MAM
993
Marquette Asset Management
Minnesota
$1.63K +$1.54K +16 New
PWA
994
Principia Wealth Advisory
Texas
$1.63K -$578 -6 -27%
TIM
995
Tortoise Investment Management
New York
$1.63K -$96 -1 -6%
CT
996
Clearstead Trust
Maine
$1.53K +$289 +3 +25%
MEG
997
Millstone Evans Group
Colorado
$1.43K – – –
HFS
998
Hughes Financial Services
Virginia
$1.23K -$96 -1 -8%
QWM
999
Quaker Wealth Management
New Jersey
$1.02K – – –
CAL
1000
Capital Advisors Ltd
Ohio
$1K – – –
38 39
40
41 42

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.