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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
ACA
1001
American Capital Advisory
Idaho
$714 -$96 -1 -13%
TFM
1002
TFC Financial Management
Massachusetts
$714
RWM
1003
Rialto Wealth Management
New York
$510 -$482 -5 -50%
WWM
1004
Wolff Wiese Magana
California
$510
GA
1005
Guerra Advisors
Florida
$510 +$482 +5 New
DCM
1006
Davis Capital Management
Florida
$408 +$385 +4 New
WW
1007
Winnow Wealth
Texas
$306 -$12.9K -134 -98%
CT
1008
Colonial Trust
South Carolina
$306 -$578 -6 -67%
PAM
1009
Palisade Asset Management
Minnesota
$306 +$289 +3 New
PWM
1010
Proathlete Wealth Management
Florida
$305 +$289 +3 New
DF
1011
DecisionPoint Financial
Arizona
$205
BHWM
1012
Beaird Harris Wealth Management
Texas
$204 -$96 -1 -33%
CTB
1013
Country Trust Bank
Illinois
$204 +$193 +2 New
PWMG
1014
Private Wealth Management Group
New Jersey
$102
RWS
1015
Retirement Wealth Solutions
Wisconsin
$19
Norges Bank
1016
Norges Bank
Norway
-$419M -4,089,466 Closed
ZIG
1017
Zurich Insurance Group
Switzerland
-$52.7M -513,791 Closed
Voloridge Investment Management
1018
Voloridge Investment Management
Florida
-$39.2M -382,076 Closed
Jane Street
1019
Jane Street
New York
-$14.4M -149,864 Closed
SG Americas Securities
1020
SG Americas Securities
New York
-$12.9M -125,316 Closed
ERSOT
1021
Employees Retirement System of Texas
Texas
-$12M -117,324 Closed
WAM
1022
Weiss Asset Management
Massachusetts
-$11.1M -108,426 Closed
Axa
1023
Axa
France
-$10.4M -101,843 Closed
HF
1024
HRT Financial
New York
-$8.59M -83,708 Closed
ECM
1025
Eisler Capital Management
United Kingdom
-$7.58M -73,981 Closed

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.