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Iron Mountain

1,015 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 368 increasing their positions, 390 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 84.34%84.75% (+0.4%)

0% less capital invested

Capital invested by funds: $25.5B → $25.5B (-$5.97M)

6% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 390

6% less call options, than puts

Call options by funds: $103M | Put options by funds: $110M

3% less funds holding

Funds holding: 1,0431,015 (-28)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,015
Holders Change
-28
Holders Change %
-2.68%
% of All Funds
13.32%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
75
Increased
368
Reduced
390
Closed
89
Calls
$103M
Puts
$110M
Net Calls
-$6.88M
Net Calls Change
+$70.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$20.7M +$440K +4,569 +2%
MWM
102
Moran Wealth Management
Florida
$20.7M -$136K -1,408 -0.7%
Corient Private Wealth
103
Corient Private Wealth
Florida
$20.6M -$1.71M -17,751 -8%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$20.5M -$271K -2,815 -1%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$18.6M -$2.52M -26,200 -13%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.4M -$539K -5,596 -3%
RAM
107
Resona Asset Management
Japan
$18.1M +$1.17M +12,160 +7%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$18M -$164K -1,706 -1%
UCFA
109
United Capital Financial Advisors
Texas
$18M -$555K -5,758 -3%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$18M -$352K -3,658 -2%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$17.9M -$2.69M -27,960 -14%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$17.9M -$136K -1,414 -0.8%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$17.8M -$561K -5,820 -3%
AF
114
Allworth Financial
California
$17.7M +$73.7K +765 +0.4%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$17.6M -$666K -6,911 -4%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$17.6M +$3.55M +36,859 +27%
UBV
117
United Bank (Virginia)
Virginia
$17.1M -$1.3M -13,489 -7%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17M -$23K -239 -0.1%
Franklin Resources
119
Franklin Resources
California
$16.7M +$1.36M +14,111 +9%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$16.5M +$170K +1,765 +1%
SAM
121
Storebrand Asset Management
Norway
$15.6M +$96.5K +1,002 +0.7%
NLGIA
122
Nippon Life Global Investors Americas
New York
$15.5M +$321K +3,330 +2%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$15.4M -$492K -5,109 -3%
First Trust Advisors
124
First Trust Advisors
Illinois
$15.3M +$8.88M +92,136 +160%
IECM
125
Intrinsic Edge Capital Management
Illinois
$15.2M -$3.42M -35,470 -19%

IRM Hedge Fund Activity: Q3 2025 in Review

1,015 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2025, worth a combined $25.5B — down 0.02% from $25.5B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of IRM and 75 opened new positions — a net loss of 14 holders — while 390 trimmed existing stakes and 368 added.

The largest buyer was UBS AM, adding an estimated $261M. The largest seller was Wellington Management Group, cutting an estimated $120M.

  • 1,015 institutional investors held Iron Mountain (IRM) as of Q3 2025, down from 1,043 in Q2 2025.
  • Funds reported $25.5B of Iron Mountain stock for Q3 2025, down 0.02% quarter-over-quarter.
  • 75 funds opened new Iron Mountain positions in Q3 2025 and 89 closed out, a net change of -14 holders.
  • The largest Iron Mountain buyer in Q3 2025 was UBS AM, an estimated $261M added.
  • The largest Iron Mountain seller in Q3 2025 was Wellington Management Group, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2025.