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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
Capital Fund Management (CFM)
151
Capital Fund Management (CFM)
France
$12.1M -$3.68M -38,208 -24%
CBU
152
CIBC Bancorp USA
Illinois
$12.1M +$11.4M +118,362 New
UM
153
UniSuper Management
Australia
$12M +$563K +5,845 +5%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$12M -$598K -6,205 -5%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$11.8M +$828K +8,594 +8%
WCP
156
Waterfront Capital Partners
New York
$11.8M -$9.17M -95,187 -45%
AIM
157
AXA Investment Managers
France
$11.6M +$10.9M +113,347 New
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$11.4M -$35.4K -367 -0.3%
HighTower Advisors
159
HighTower Advisors
Illinois
$10.9M -$322K -3,344 -3%
SPS
160
Susquehanna Portfolio Strategies
Pennsylvania
$10.7M -$10.1M -104,555 -50%
OCBCO
161
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.6M +$1.47M +15,225 +17%
KK
162
KLP Kapitalforvaltning
Norway
$10.6M
KAS
163
Kestra Advisory Services
Texas
$10.5M +$1.36M +14,092 +16%
BIC
164
B&I Capital
Switzerland
$10.5M +$2.34M +24,315 +31%
II
165
IFM Investors
Australia
$10.5M +$53.7K +557 +0.5%
SMDAM
166
Sumitomo Mitsui DS Asset Management
Japan
$10.2M +$324K +3,364 +3%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$10.2M +$321K +3,329 +3%
SI
168
Sora Investors
Pennsylvania
$10.2M +$418K +4,342 +5%
LF
169
Lansforsakringar Fondforvaltning
Sweden
$10.1M +$887K +9,209 +10%
SSA
170
Schonfeld Strategic Advisors
New York
$10M -$35.2M -364,924 -79%
PAG
171
Private Advisor Group
New Jersey
$9.59M -$481K -4,994 -5%
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.34M -$90.7K -941 -1%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$9.33M +$81K +841 +0.9%
ASRS
174
Arizona State Retirement System
Arizona
$8.89M +$135K +1,401 +2%
SIMG
175
Sonora Investment Management Group
Arizona
$8.89M -$217K -2,250 -3%

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.