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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
MBFW
1151
Morton Brown Family Wealth
Pennsylvania
$632 +$613 +5 New
LSA
1152
Leonteq Securities AG
Switzerland
$505 -$412K -3,360 -100%
RCM
1153
Raleigh Capital Management
North Carolina
$422
PWM
1154
Proathlete Wealth Management
Florida
$388
CT
1155
Colonial Trust
South Carolina
$379
PMFA
1156
Plante Moran Financial Advisors
Michigan
$379 +$368 +3 New
SFCL
1157
Strengthening Families & Communities LLC
Massachusetts
$379 +$368 +3 New
SG
1158
Sankala Group
Colorado
$254 +$245 +2 New
BHWM
1159
Beaird Harris Wealth Management
Texas
$253
DF
1160
DecisionPoint Financial
Arizona
$244
3FI
1161
3 Factor Indexing
California
$127
PWMG
1162
Private Wealth Management Group
New Jersey
$127
HIA
1163
Highland Investment Advisors
Florida
$126 +$123 +1 New
EIP
1164
Epoch Investment Partners
New York
-$63M -616,513 Closed
SO
1165
STRS Ohio
Ohio
-$29.4M -287,817 Closed
Hudson Bay Capital Management
1166
Hudson Bay Capital Management
Connecticut
-$19.5M -190,884 Closed
SCM
1167
SG Capital Management
Illinois
-$16.7M -163,636 Closed
AFM
1168
Anson Funds Management
Texas
-$8.62M -84,400 Closed
Qube Research & Technologies (QRT)
1169
Qube Research & Technologies (QRT)
United Kingdom
-$8.32M -81,478 Closed
PEAK6
1170
PEAK6
Illinois
-$7.4M -60,388 Closed
OTL
1171
Oak Thistle LLC
New York
-$5.48M -53,641 Closed
YIH
1172
Y-Intercept (HK)
Hong Kong
-$3.44M -33,654 Closed
SCM
1173
Sage Capital Management
New Jersey
-$2.73M -26,692 Closed
JG
1174
Jain Global
New York
-$2.46M -24,108 Closed
TC
1175
TwinBeech Capital
New York
-$1.78M -17,400 Closed

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.