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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
FA
976
Financial Avengers
California
$78.7K +$613 +5 +0.8%
CA
977
Crewe Advisors
Utah
$78.6K +$12K +98 +19%
CJ
978
Caitlin John
Michigan
$75.3K -$981 -8 -1%
VFM
979
Vision Financial Markets
Connecticut
$73.1K
SSG
980
Summit Securities Group
New York
$72.6K +$64.5K +526 +1,073%
CTC
981
Central Trust Company
Missouri
$71.9K +$123 +1 +0.2%
GXJ
982
Global X Japan
Japan
$69.3K -$16.7K -136 -20%
SWP
983
Strategic Wealth Partners
Ohio
$66.3K +$21.5K +175 +50%
CFM
984
Compass Financial Management
Florida
$66.2K +$64.6K +527 New
HI
985
Hoey Investments
Pennsylvania
$63.8K
UOTTAIMCU
986
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$63.5K +$61.7K +503 New
WTC
987
WhitTier Trust Company
Nevada
$63.3K
AFG
988
Albion Financial Group
Utah
$63.2K
CH
989
Canton Hathaway
Rhode Island
$63K +$1.23K +10 +2%
HBW
990
Hazlett, Burt & Watson
West Virginia
$63K
WA
991
WPG Advisers
Maryland
$62.1K +$9.2K +75 +18%
MCM
992
Manchester Capital Management
Vermont
$62K +$6.74K +55 +13%
AF
993
Advisornet Financial
Minnesota
$61.9K +$123 +1 +0.2%
PF
994
PlanVest Financial
Maryland
$60.2K +$123 +1 +0.2%
HDIM
995
Hanson & Doremus Investment Management
Vermont
$60K
CC
996
Corsicana & Co
Texas
$56.8K -$55.2K -450 -50%
TFGT
997
TS Financial Group (TSFG)
Illinois
$56K +$53.9K +440 New
MIA
998
MeadowBrook Investment Advisors
Michigan
$54.1K +$52.5K +428 New
SEP
999
Signature Equity Partners
Ohio
$53.2K +$123 +1 +0.2%
MWA
1000
Medallion Wealth Advisors
Connecticut
$53.2K +$123 +1 +0.2%

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.