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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.82B +$18.1M +188,213 +0.4%
BlackRock
2
BlackRock
New York
$3.23B +$41.5M +430,437 +1%
State Street
3
State Street
Massachusetts
$1.76B +$31M +322,144 +2%
Cohen & Steers
4
Cohen & Steers
New York
$1.61B +$191M +1,980,051 +14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$832M +$10M +103,862 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$801M +$112M +1,160,673 +17%
Invesco
7
Invesco
Georgia
$516M +$74.8M +776,933 +18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$443M +$5.32M +55,273 +1%
Northern Trust
9
Northern Trust
Illinois
$411M -$3.49M -36,242 -0.9%
Charles Schwab
10
Charles Schwab
California
$375M +$4.67M +48,437 +1%
Morgan Stanley
11
Morgan Stanley
New York
$368M +$10.1M +104,916 +3%
Legal & General Group
12
Legal & General Group
United Kingdom
$328M -$6.53M -67,821 -2%
CAM
13
Contour Asset Management
New York
$323M +$80M +830,482 +36%
UBS AM
14
UBS AM
Illinois
$322M +$261M +2,708,560 +598%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$321M +$18.9M +196,161 +7%
Deutsche Bank
16
Deutsche Bank
Germany
$295M -$51.9M -539,030 -16%
Principal Financial Group
17
Principal Financial Group
Iowa
$258M -$5.56M -57,698 -2%
CIM
18
Centersquare Investment Management
Pennsylvania
$256M +$46.6M +483,548 +24%
Pictet Asset Management
19
Pictet Asset Management
Switzerland
$251M -$1.11M -11,503 -0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$234M +$24.7M +256,188 +13%
N
21
Nuveen
North Carolina
$218M +$8.45M +87,716 +4%
Capital World Investors
22
Capital World Investors
California
$216M
Prudential Financial
23
Prudential Financial
New Jersey
$215M +$16.2M +167,848 +9%
JP Morgan Chase
24
JP Morgan Chase
New York
$210M +$8.04M +83,450 +4%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$174M -$11.3M -117,229 -6%

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.