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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
NB
1126
NBT Bank
New York
$2.15K
BHWM
1127
Bay Harbor Wealth Management
Maryland
$2.15K +$2.08K +17 New
FIM
1128
FWL Investment Management
Texas
$2.15K +$2.08K +17 New
WPA
1129
West Paces Advisors
Georgia
$2.15K +$2.08K +17 New
CWP
1130
Clark Wealth Partners
Illinois
$1.9K
BH
1131
Burk Holdings
Oklahoma
$1.77K
MEG
1132
Millstone Evans Group
Colorado
$1.77K
BWS
1133
Buck Wealth Strategies
Colorado
$1.77K +$1.72K +14 New
KG
1134
Kilter Group
New York
$1.64K -$245 -2 -13%
AP
1135
Aspect Partners
Virginia
$1.52K -$2.08K -17 -59%
TFM
1136
TFC Financial Management
Massachusetts
$1.52K +$613 +5 +71%
BF
1137
BOK Financial
Oklahoma
$1.52K +$1.47K +12 New
BCV
1138
Banque Cantonale Vaudoise
Switzerland
$1.43K -$132K -1,077 -9%
FC
1139
Financial Consulate
Maryland
$1.26K
DCM
1140
Davis Capital Management
Florida
$1.26K +$736 +6 +150%
WTA
1141
Washington Trust Advisors
Massachusetts
$1.14K
CAL
1142
Capital Advisors Ltd
Ohio
$1K
QWM
1143
Quaker Wealth Management
New Jersey
$885
AG
1144
AmeriFlex Group
Nevada
$884 +$858 +7 New
M
1145
MOTCO
Texas
$884 +$858 +7 New
BFS
1146
Bare Financial Services
Pennsylvania
$758
GI
1147
GS Investments
Minnesota
$758
PWA
1148
Provenance Wealth Advisors
Florida
$758 +$736 +6 New
SWAG
1149
Spectrum Wealth Advisory Group
California
$637 +$613 +5 New
WWM
1150
Wolff Wiese Magana
California
$632

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.