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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
Simplex Trading
1176
Simplex Trading
Illinois
-$1.81M -14,800 Closed
BFG
1177
Bleakley Financial Group
New Jersey
-$1.24M -12,119 Closed
GSEP
1178
Golden State Equity Partners
California
-$1.21M -11,822 Closed
LCM
1179
Landscape Capital Management
New Jersey
-$1M -9,839 Closed
QCG
1180
Quadrant Capital Group
Ohio
-$672K -6,576 Closed
AIM
1181
Aigen Investment Management
New York
-$639K -6,255 Closed
BA
1182
Bridgewater Associates
Connecticut
-$479K -4,694 Closed
FHA
1183
Flagship Harbor Advisors
Massachusetts
-$407K -3,987 Closed
BHPW
1184
Beverly Hills Private Wealth
California
-$404K -3,956 Closed
SFC
1185
Strategic Financial Concepts
Texas
-$331K -3,236 Closed
TC
1186
TradeLink Capital
Illinois
-$315K -3,083 Closed
VF
1187
Virtu Financial
New York
-$307K -3,006 Closed
IHL
1188
Investment House LLC
California
-$286K -2,800 Closed
AMBIA
1189
Allen Mooney & Barnes Investment Advisors
Georgia
-$279K -2,733 Closed
CPA
1190
Cardiff Park Advisors
California
-$278K -2,725 Closed
PFGIA
1191
Patriot Financial Group Insurance Agency
Massachusetts
-$277K -2,716 Closed
PFM
1192
Patton Fund Management
Texas
-$272K -2,663 Closed
EPW
1193
Evolve Private Wealth
California
-$265K -2,591 Closed
DTL
1194
Dynamic Technology Lab
Singapore
-$261K -2,557 Closed
DT
1195
DV Trading
Illinois
-$245K -2,400 Closed
AC
1196
Armistice Capital
New York
-$240K -2,351 Closed
QT
1197
Quantbot Technologies
New York
-$228K -2,233 Closed
SOS
1198
Silver Oak Securities
Tennessee
-$214K -2,091 Closed
WPW
1199
Waldron Private Wealth
Pennsylvania
-$207K -2,023 Closed
QL
1200
Quarry LP
New York
-$195K -1,907 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.