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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
UCFA
126
United Capital Financial Advisors
Texas
$21.8M -$415K -3,388 -2%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21M -$855K -6,973 -4%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$20.9M +$7.24M +59,019 +55%
Pacer Advisors
129
Pacer Advisors
Pennsylvania
$20.8M -$328K -2,676 -2%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$20.7M -$16.4M -133,489 -45%
MWM
131
Moran Wealth Management
Florida
$20.6M -$1.21M -9,902 -6%
TA
132
Tectonic Advisors
Texas
$20.5M -$418K -3,413 -2%
DB
133
Danske Bank
Denmark
$20.3M -$392K -3,200 -2%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$20M -$2.22M -18,083 -10%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$19.9M +$146K +1,194 +0.8%
Millennium Management
136
Millennium Management
New York
$19.8M -$26.7M -217,406 -58%
VAM
137
Vert Asset Management
California
$19.5M +$986K +8,044 +5%
Mariner
138
Mariner
Kansas
$18.6M +$2.2M +17,966 +14%
BCM
139
Brookstone Capital Management
Illinois
$18.5M -$5.19M -42,334 -22%
BNP Paribas Asset Management
140
BNP Paribas Asset Management
France
$18.3M +$2.07M +16,859 +13%
Fidelity International
141
Fidelity International
Bermuda
$18.3M -$726K -5,924 -4%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$18.3M +$14.2M +116,215 +410%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$18.1M -$255K -2,079 -1%
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$17.9M +$2.94M +24,001 +20%
Franklin Resources
145
Franklin Resources
California
$17.8M -$818K -6,675 -5%
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$17.8M -$198K -1,619 -1%
Creative Planning
147
Creative Planning
Kansas
$17.7M +$1.01M +8,242 +6%
TTWM
148
TCV Trust & Wealth Management
Virginia
$17.6M -$224K -1,829 -1%
N
149
Natixis
France
$17.5M +$16M +130,162 +1,603%
GC
150
Gillson Capital
Illinois
$17.4M +$16.9M +137,932 New

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.