We are live on ! Find out more
IRM icon

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
BWM
1076
Benson Wealth Management
Tennessee
$12.9K
CFM
1077
Cornerstone Financial Management
Massachusetts
$12.6K +$6.99K +57 +133%
C
1078
Covestor
United Kingdom
$12K +$123 +1 +1%
WIM
1079
Westside Investment Management
California
$11.6K
OC
1080
Oakworth Capital
Alabama
$11.5K
HNW
1081
High Note Wealth
Minnesota
$10.6K +$1.23K +10 +14%
BGAI
1082
Bruce G. Allen Investments
Colorado
$10.4K +$981 +8 +11%
JSAM
1083
J. Safra Asset Management
New York
$10.1K
LF
1084
LifeSteps Financial
California
$10.1K +$9.81K +80 New
HFS
1085
Horizon Financial Services
North Carolina
$9.85K +$2.58K +21 +37%
BW
1086
Basepoint Wealth
Iowa
$9.73K
SC
1087
Stance Capital
Massachusetts
$9.22K -$49K -400 -85%
DWM
1088
Dogwood Wealth Management
Kansas
$8.84K
GBT
1089
Grove Bank & Trust
Florida
$8.84K
AW
1090
Ankerstar Wealth
Texas
$8.4K
EFMH
1091
E Fund Management (HK)
Hong Kong
$8.34K
GWM
1092
Geneos Wealth Management
Colorado
$8.34K
LWCFA
1093
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.71K -$14.8K -121 -66%
PSFG
1094
Park Square Financial Group
Georgia
$7.2K -$1.47K -12 -17%
FMTCOCP
1095
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
CAL
1096
Capital Analysts LLC
Pennsylvania
$7K +$6.99K +57 New
MAFA
1097
MJT & Associates Financial Advisory
Minnesota
$6.95K
ADL
1098
Asset Dedication LLC
California
$6.95K +$3.68K +30 +120%
MSWM
1099
Mowery & Schoenfeld Wealth Management
Illinois
$6.19K
WAG
1100
Wilkerson Advisory Group
Missouri
$6.19K +$736 +6 +14%

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.