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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
Optiver Holding
1201
Optiver Holding
Netherlands
-$140K -1,369 Closed
AA
1202
Addison Advisors
Vermont
-$99.2K -972 Closed
AT
1203
Avalon Trust
New Mexico
-$71.5K -700 Closed
GWSA
1204
Global Wealth Strategies & Associates
Colorado
-$61.3K -600 Closed
AGWCA
1205
Annis Gardner Whiting Capital Advisors
Florida
-$56.5K -553 Closed
WSFG
1206
Wall Street Financial Group
Illinois
-$46.2K -452 Closed
WPA
1207
Wealth Preservation Advisors
Tennessee
-$41K -401 Closed
TLFA
1208
True Link Financial Advisors
California
-$40.9K -400 Closed
TPWA
1209
Twin Peaks Wealth Advisors
California
-$28.8K -282 Closed
P
1210
Palladiem
Pennsylvania
-$23.4K -215 Closed
OWA
1211
Opal Wealth Advisors
New York
-$20K -196 Closed
RWM
1212
RMG Wealth Management
Wisconsin
-$19.5K -150 Closed
CWIG
1213
Chung Wu Investment Group
Texas
-$10.2K -100 Closed
EWM
1214
Evermay Wealth Management
Virginia
-$9.91K -97 Closed
IAAG
1215
Innovative Asset Advisors Group
Connecticut
-$9.18K -89 Closed
CW
1216
Curio Wealth
Maryland
-$8.77K -86 Closed
LWMI
1217
Legacy Wealth Management (Idaho)
Idaho
-$4.19K -41 Closed
UCB
1218
United Community Bank
South Carolina
-$3.78K -37 Closed
CFG
1219
Clayton Financial Group
Missouri
-$3.47K -34 Closed
PWA
1220
Portus Wealth Advisors
North Carolina
-$1.02K -10 Closed
TWM
1221
TopTier Wealth Management
Wisconsin
-$919 -9 Closed
CIAM
1222
Caitong International Asset Management
Hong Kong
-$817 -8 Closed
DWP
1223
Destiny Wealth Partners
Florida
-$511 -5 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.