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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
SIM
1026
Synergy Investment Management
Florida
$34.4K +$33.2K +271 +1,936%
IWM
1027
IMG Wealth Management
Florida
$34K +$981 +8 +3%
MI
1028
Markowski Investments
Florida
$33.7K +$32.7K +267 New
OCM
1029
Osbon Capital Management
Massachusetts
$33.6K +$12.9K +105 +65%
HWP
1030
Highline Wealth Partners
California
$33.3K -$1.26M -10,239 -97%
HHGA
1031
Halbert Hargrove Global Advisors
California
$31.6K
IFWM
1032
Institute for Wealth Management
Colorado
$31.5K +$30.5K +249 New
VR
1033
Vision Retirement
New Jersey
$31.2K
NFSG
1034
Newbridge Financial Services Group
Florida
$31K +$123 +1 +0.4%
SC
1035
Sawyer & Company
Massachusetts
$30.3K -$43.5K -355 -60%
FCAS
1036
First Command Advisory Services
Texas
$30.1K -$120K -980 -81%
PWAM
1037
Private Wealth Asset Management
Iowa
$29.9K
IWP
1038
IAG Wealth Partners
Wisconsin
$29.8K
AWM
1039
Activest Wealth Management
Florida
$28.9K -$5.03K -41 -15%
GFA
1040
Godfrey Financial Associates
New York
$28.9K
OCWP
1041
Owl Creek Wealth Partners
Colorado
$28.8K +$613 +5 +2%
CB
1042
Community Bank
New York
$28.2K
PWPS
1043
Pinnacle Wealth Planning Services
Ohio
$26.9K +$2.08K +17 +9%
MAM
1044
Meeder Asset Management
Ohio
$26.5K +$25.7K +210 New
NSIM
1045
North Star Investment Management
Illinois
$26.4K -$12.3K -100 -32%
FMII
1046
Farmers & Merchants Investments Inc
Nebraska
$26K
BA
1047
Blueline Advisors
New Hampshire
$25.9K
CCM
1048
Chilton Capital Management
Texas
$25.9K
BIA
1049
Bell Investment Advisors
California
$25.6K +$981 +8 +4%
CMP
1050
Coston McIsaac & Partners
Maine
$24K

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.