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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
DB
126
Danske Bank
Denmark
$15.2M +$376K +3,900 +3%
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$15.2M -$23.1M -239,268 -62%
TA
128
Tectonic Advisors
Texas
$15.1M +$1.93M +19,999 +16%
Osaic Holdings
129
Osaic Holdings
Arizona
$15.1M +$3.42M +35,470 +30%
Federated Hermes
130
Federated Hermes
Pennsylvania
$15M -$1.56M -16,166 -10%
DIA
131
Dana Investment Advisors
Wisconsin
$14.8M -$364K -3,777 -3%
LA
132
LBP AM
France
$14.8M +$2.97M +30,834 +27%
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$14.7M -$42.4M -439,938 -75%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$14.7M +$59.2K +615 +0.4%
APG Asset Management
135
APG Asset Management
Netherlands
$14.3M
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$14.2M -$382K -3,965 -3%
TTWM
137
TCV Trust & Wealth Management
Virginia
$14.2M -$92.8K -963 -0.7%
SIG
138
Sargent Investment Group
Maryland
$14M +$62.9K +653 +0.5%
Credit Agricole
139
Credit Agricole
France
$13.7M +$13M +134,795 New
VAM
140
Vert Asset Management
California
$13.7M +$491K +5,099 +4%
VRS
141
Virginia Retirement Systems
Virginia
$13.5M +$992K +10,300 +8%
SA
142
Sanctuary Advisors
Indiana
$13.5M +$143K +1,485 +1%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$13.4M -$495K -5,143 -4%
AAM
144
AR Asset Management
California
$13.3M
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$13.2M +$168K +1,748 +1%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$12.9M +$3.89M +40,341 +48%
MA
147
Mutual Advisors
Nebraska
$12.7M -$946K -9,820 -7%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$12.5M -$8.31M -86,308 -41%
QCM
149
Quantinno Capital Management
New York
$12.3M +$3.07M +31,848 +36%
Creative Planning
150
Creative Planning
Kansas
$12.1M +$430K +4,466 +4%

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.