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Iron Mountain
IRM

1,043 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 393 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

21% more capital invested

Capital invested by funds: $21.1B → $25.5B (+$4.43B)

10% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 357

5% more funds holding

Funds holding: 994 → 1,043 (+49)

0.76% more ownership

Funds ownership: 83.58% → 84.34% (+0.76%)

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,043
Holders Change
+49
Holders Change %
+4.93%
% of All Funds
13.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
119
Increased
393
Reduced
357
Closed
62
Calls
$102M
Puts
$179M
Net Calls
-$77.2M
Net Calls Change
-$30.7M

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$158M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$146M
3
Invesco
Invesco
Georgia
+$136M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M
5
CAM
Contour Asset Management
New York
+$85.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$372M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$100M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$64.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$33.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
1051
Nomura Holdings
Japan
– -$6.41M -74,514 Closed
CF
1052
Corebridge Financial
Texas
– -$6.32M -73,436 Closed
FC
1053
FORA Capital
Florida
– -$3.12M -36,263 Closed
AG
1054
Algert Global
California
– -$2.71M -31,523 Closed
CIG
1055
CHB Investment Group
Pennsylvania
– -$2.51M -29,175 Closed
EA
1056
Ellsworth Advisors
Ohio
– -$2.17M -25,194 Closed
ET
1057
Entropy Technologies
New York
– -$2.08M -24,177 Closed
AIM
1058
Aigen Investment Management
New York
– -$1.99M -23,104 Closed
QC
1059
Quadrature Capital
United Kingdom
– -$1.93M -22,389 Closed
DM
1060
Delphi Management
Massachusetts
– -$1.3M -15,155 Closed
VIA
1061
Virtus Investment Advisers
Connecticut
– -$1.24M -14,385 Closed
Vontobel Holding
1062
Vontobel Holding
Switzerland
– -$1.01M -11,687 Closed
GS
1063
GWN Securities
Florida
– -$1.05M -10,877 Closed
CIM
1064
Contravisory Investment Management
Massachusetts
– -$927K -10,775 Closed
TC
1065
TownSquare Capital
Utah
– -$869K -10,096 Closed
HBT
1066
Heartland Bank & Trust
Illinois
– -$817K -9,492 Closed
USAA
1067
United Services Automobile Association
Texas
– -$622K -7,308 Closed
NICM
1068
Neo Ivy Capital Management
New York
– -$557K -6,468 Closed
BFM
1069
Boothbay Fund Management
New York
– -$549K -6,385 Closed
DFCM
1070
Dark Forest Capital Management
Puerto Rico
– -$430K -4,994 Closed
FC
1071
Farringdon Capital
United Kingdom
– -$391K -4,540 Closed
MYAM
1072
Meiji Yasuda Asset Management
Japan
– -$383K -4,454 Closed
TL
1073
Tradewinds LLC
North Carolina
– -$380K -4,415 Closed
MGP
1074
M&G plc
United Kingdom
– -$376K -4,376 Closed
NI
1075
NCP Inc
California
– -$370K -4,298 Closed
41 42
43
44 45

IRM Hedge Fund Activity: Q2 2025 in Review

1,043 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2025, worth a combined $25.5B — up 21% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IRM positions and 62 closed out — a net gain of 57 holders — while 393 added to existing stakes and 357 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $158M. The largest seller was BlackRock, cutting an estimated $372M.

  • 1,043 institutional investors held Iron Mountain (IRM) as of Q2 2025, up from 994 in Q1 2025.
  • Funds reported $25.5B of Iron Mountain stock for Q2 2025, up 21% quarter-over-quarter.
  • 119 funds opened new Iron Mountain positions in Q2 2025 and 62 closed out, a net change of +57 holders.
  • The largest Iron Mountain buyer in Q2 2025 was Principal Financial Group, an estimated $158M added.
  • The largest Iron Mountain seller in Q2 2025 was BlackRock, an estimated $372M sold.

Based on aggregated 13F filings for Q2 2025.