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Iron Mountain

994 hedge funds and large institutions have $21.1B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 349 increasing their positions, 401 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 80.87%83.58% (+2.7%)

7% less funds holding

Funds holding: 1,064994 (-70)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 401

17% less capital invested

Capital invested by funds: $25.4B → $21.1B (-$4.31B)

24% less call options, than puts

Call options by funds: $151M | Put options by funds: $197M

38% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 143

Holders
994
Holders Change
-70
Holders Change %
-6.58%
% of All Funds
13.33%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
88
Increased
349
Reduced
401
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$5.34M +$426K +4,422 +8%
SG Americas Securities
227
SG Americas Securities
New York
$5.18M +$5.33M +55,309 +1,116%
FNT
228
First National Trust
Pennsylvania
$5.18M -$441K -4,579 -7%
AB
229
Amalgamated Bank
New York
$5.17M +$151K +1,571 +3%
UIM
230
USS Investment Management
United Kingdom
$5.14M
NLGIA
231
Nippon Life Global Investors Americas
New York
$5.08M -$5.63M -58,390 -50%
EI
232
Ethic Inc
New York
$5.06M -$222K -2,304 -4%
Skandinaviska Enskilda Banken (SEB)
233
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.05M -$106K -1,100 -2%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$5.03M +$121K +1,255 +2%
VanEck Associates
235
VanEck Associates
New York
$4.98M +$223K +2,318 +4%
Teacher Retirement System of Texas
236
Teacher Retirement System of Texas
Texas
$4.98M +$2.1M +21,775 +60%
HWAM
237
Hennion & Walsh Asset Management
New Jersey
$4.94M -$1.19M -12,383 -18%
AACA
238
American Assets Capital Advisers
California
$4.92M +$5.03M +52,200 +1,045%
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$4.87M -$187K -1,938 -3%
ProShare Advisors
240
ProShare Advisors
Maryland
$4.83M +$265K +2,747 +5%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$4.83M -$4.92K -51 -0.1%
PAMP
242
Polar Asset Management Partners
Ontario, Canada
$4.82M -$8.23M -85,454 -60%
Allianz Asset Management
243
Allianz Asset Management
Germany
$4.75M +$597K +6,197 +13%
EGM
244
Engineers Gate Manager
New York
$4.74M +$1.75M +18,139 +49%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$4.71M +$163K +1,691 +3%
WC
246
Woodstock Corp
Massachusetts
$4.6M -$1.08M -11,218 -17%
WAM
247
Werlinich Asset Management
Connecticut
$4.46M +$12K +125 +0.2%
DnB Asset Management
248
DnB Asset Management
Norway
$4.45M -$82.2K -853 -2%
OLA
249
Oliver Luxxe Assets
New Jersey
$4.43M -$4.96M -51,469 -50%
PC
250
Promethos Capital
Massachusetts
$4.37M -$129K -1,340 -3%

IRM Hedge Fund Activity: Q1 2025 in Review

994 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2025, worth a combined $21.1B — down 17% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of IRM and 88 opened new positions — a net loss of 55 holders — while 401 trimmed existing stakes and 349 added.

The largest buyer was Fidelity Investments, adding an estimated $445M. The largest seller was AGF Management, exiting entirely with an estimated $224M sold.

  • 994 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,064 in Q4 2024.
  • Funds reported $21.1B of Iron Mountain stock for Q1 2025, down 17% quarter-over-quarter.
  • 88 funds opened new Iron Mountain positions in Q1 2025 and 143 closed out, a net change of -55 holders.
  • The largest Iron Mountain buyer in Q1 2025 was Fidelity Investments, an estimated $445M added.
  • The largest Iron Mountain seller in Q1 2025 was AGF Management, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2025.