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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
SGFG
1101
Silver Grove Financial Group
New York
$5.81K +$5.64K +46 New
RWM
1102
Raffa Wealth Management
District of Columbia
$5.43K +$736 +6 +16%
1IA
1103
1620 Investment Advisors
Massachusetts
$5.3K
CWM
1104
Copia Wealth Management
Oregon
$5.3K
SC
1105
SouthState Corp
Florida
$5.18K +$613 +5 +14%
TCOV
1106
Trust Company of Vermont
Vermont
$4.67K +$4.54K +37 New
AFC
1107
Ares Financial Consulting
California
$4.42K
CRI
1108
Commonwealth Retirement Investments
Virginia
$4.13K +$4.05K +33 New
CIA
1109
Cape Investment Advisory
Georgia
$3.92K +$3.8K +31 New
MAM
1110
Marquette Asset Management
Minnesota
$3.79K
HCM
1111
Hollencrest Capital Management
California
$3.66K
RWPA
1112
Richard W. Paul & Associates
Michigan
$3.54K
HIW
1113
Holos Integrated Wealth
Pennsylvania
$3.48K
DF
1114
Downshift Financial
Colorado
$3.28K +$3.19K +26 New
PAP
1115
Persistent Asset Partners
Hong Kong
$3.28K +$3.19K +26 New
RWM
1116
Rialto Wealth Management
New York
$3.16K +$1.1K +9 +56%
HFS
1117
Hughes Financial Services
Virginia
$3.16K +$2.08K +17 +213%
PS
1118
Planning Strategies
Pennsylvania
$3.03K +$2.94K +24 New
OAJ
1119
Ogorek Anthony Joseph
New York
$3K
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.8K -$6.13K -50 -69%
FAM
1121
Fulcrum Asset Management
United Kingdom
$2.6K +$2.45K +20 New
BFPW
1122
BOK Financial Private Wealth
Colorado
$2.53K +$2.45K +20 New
TSMHT
1123
Thurston Springer Miller Herd & Titak
Indiana
$2.53K
CIAS
1124
CBIZ Investment Advisory Services
Ohio
$2.37K
ACA
1125
American Capital Advisory
Idaho
$2.15K +$490 +4 +31%

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.