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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
MGIA
1076
Moneta Group Investment Advisors
Missouri
-$201K -1,963 Closed
TA
1077
TPG Advisors
Illinois
-$200K -1,954 Closed
MWM
1078
Modera Wealth Management
New Jersey
-$200K -1,951 Closed
PAM
1079
Pegasus Asset Management
New York
-$200K -1,950 Closed
HFM
1080
Harvest Fund Management
China
-$185K -1,800 Closed
PSFG
1081
Park Square Financial Group
Georgia
-$142K -1,386 Closed
HT
1082
Headlands Technologies
Illinois
-$115K -1,122 Closed
MYIA
1083
Mount Yale Investment Advisors
Colorado
-$81.1K -791 Closed
CIAM
1084
Caitong International Asset Management
Hong Kong
-$66.7K -650 Closed
TSMHT
1085
Thurston Springer Miller Herd & Titak
Indiana
-$41K -400 Closed
T
1086
Transce3nd
Texas
-$37.1K -362 Closed
LWCFA
1087
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$36.4K -355 Closed
MIA
1088
MeadowBrook Investment Advisors
Michigan
-$32.8K -320 Closed
OWP
1089
ORG Wealth Partners
Texas
-$26.8K -268 Closed
BCMLT
1090
Beacon Capital Management LLC (Tennessee)
Tennessee
-$26.7K -260 Closed
Lazard Asset Management
1091
Lazard Asset Management
New York
-$21K -210 Closed
PWA
1092
Provenance Wealth Advisors
Florida
-$19.4K -189 Closed
TPWA
1093
Twin Peaks Wealth Advisors
California
-$16.3K -177 Closed
PCA
1094
PMV Capital Advisers
Texas
-$14.4K -140 Closed
BA
1095
Bellwether Advisors
Nebraska
-$13.1K -128 Closed
BFPW
1096
BOK Financial Private Wealth
Colorado
-$11.2K -109 Closed
STB
1097
S&T Bank
Pennsylvania
-$7.69K -75 Closed
MSWA
1098
Marshall & Sterling Wealth Advisors
New York
-$6.87K -67 Closed
SO
1099
Sierra Ocean
California
-$3.91K -38 Closed
WCM
1100
WealthTrak Capital Management
Virginia
-$3.08K -30 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.