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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
LMKC
1051
L.M. Kohn & Company
Ohio
-$425K -4,147 Closed
CC
1052
Centiva Capital
New York
-$413K -4,031 Closed
NAM
1053
Nexpoint Asset Management
Texas
-$390K -3,800 Closed
SC
1054
SummitTX Capital
Texas
-$380K -3,700 Closed
GCP
1055
GSA Capital Partners
United Kingdom
-$364K -3,548 Closed
EWM
1056
Empirical Wealth Management
Washington
-$349K -3,405 Closed
EC
1057
EntryPoint Capital
New York
-$308K -3,007 Closed
MPM
1058
MBB Public Markets
Illinois
-$301K -2,937 Closed
IC
1059
Iconiq Capital
California
-$286K -2,792 Closed
SCM
1060
Stevens Capital Management
Pennsylvania
-$284K -2,769 Closed
JIP
1061
Jaffetilchin Investment Partners
Florida
-$279K -2,722 Closed
XT
1062
XTX Topco
Cayman Islands
-$277K -2,702 Closed
RL
1063
Retireful LLC
Michigan
-$267K -2,602 Closed
AA
1064
Advisory Alpha
Michigan
-$262K -2,550 Closed
SWM
1065
Seed Wealth Management
Illinois
-$260K -2,530 Closed
IF
1066
IRON Financial
Illinois
-$258K -2,517 Closed
MS
1067
Maven Securities
Jersey
-$247K -2,406 Closed
BIG
1068
Brookwood Investment Group
Arizona
-$242K -2,358 Closed
RPSA
1069
Richard P. Slaughter Associates
Texas
-$229K -2,229 Closed
CPC
1070
Cookson Peirce & Co
Pennsylvania
-$222K -2,162 Closed
BWP
1071
Balboa Wealth Partners
Arizona
-$216K -2,106 Closed
JIC
1072
Johnson Investment Counsel
Ohio
-$209K -2,033 Closed
WB
1073
WesBanco Bank
West Virginia
-$208K -2,029 Closed
HTIM
1074
Harbour Trust & Investment Management
Indiana
-$205K -2,000 Closed
OLA
1075
Oliver Luxxe Assets
New Jersey
-$205K -2,000 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.