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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
BC
1001
Barrett & Company
Rhode Island
$50.5K
B
1002
Bayban
Minnesota
$50.5K
NI
1003
NCP Inc
California
$50.5K
BAM
1004
Byrne Asset Management
New Jersey
$49.9K
Bank Julius Baer & Co
1005
Bank Julius Baer & Co
Switzerland
$49.3K
BTI
1006
Blue Trust Inc
Georgia
$48.6K -$11K -90 -19%
KAS
1007
Kemnay Advisory Services
New York
$46.1K -$2.58K -21 -5%
CT
1008
Caldwell Trust
Florida
$45.9K -$44.4K -362 -50%
QC
1009
Quent Capital
New York
$45.7K +$1.96K +16 +5%
PSB
1010
Piscataqua Savings Bank
New Hampshire
$44.6K
Q1WB
1011
Quest 10 Wealth Builders
Virginia
$43.5K
GGI
1012
Godsey & Gibb Inc
Virginia
$41.1K
CA
1013
CoreCap Advisors
Michigan
$41K +$245 +2 +0.6%
Loomis, Sayles & Company
1014
Loomis, Sayles & Company
Massachusetts
$39.5K -$20.4K -166 -35%
PP
1015
PFS Partners
New Jersey
$37.9K
CWM
1016
Cranbrook Wealth Management
Michigan
$37.9K
DWS
1017
Dynamic Wealth Strategies
California
$37.9K
CTA
1018
Colonial Trust Advisors
South Carolina
$37.9K +$36.8K +300 New
RF
1019
Rossby Financial
Florida
$36.9K -$245 -2 -0.7%
SMBT
1020
Southern Michigan Bank & Trust
Michigan
$36.1K
FNWA
1021
Financial Network Wealth Advisors
Utah
$35.9K
LI
1022
LRI Investments
Florida
$35.9K
HNB
1023
Hilltop National Bank
Wyoming
$35.7K
EWP
1024
Elevation Wealth Partners
California
$35.7K +$28.3K +231 +444%
WBC
1025
West Branch Capital
Massachusetts
$34.7K

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.