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Iron Mountain

1,064 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 363 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 107

1% more funds holding

Funds holding: 1,0501,064 (+14)

1% more call options, than puts

Call options by funds: $191M | Put options by funds: $188M

1.83% less ownership

Funds ownership: 82.7%80.87% (-1.8%)

11% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 409

12% less capital invested

Capital invested by funds: $28.8B → $25.4B (-$3.37B)

54% less funds holding in top 10

Funds holding in top 10: 2411 (-13)

Holders
1,064
Holders Change
+14
Holders Change %
+1.33%
% of All Funds
14.01%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.14%
New
139
Increased
363
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
WealthTrust Axiom
Pennsylvania
$4.86M -$252K -2,142 -4%
QT
252
Quantbot Technologies
New York
$4.83M +$4.81M +40,935 +821%
Mirae Asset Global Investments
253
Mirae Asset Global Investments
South Korea
$4.82M +$395K +3,360 +8%
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$4.72M +$228K +1,937 +5%
Truist Financial
255
Truist Financial
North Carolina
$4.7M -$2.57M -21,874 -33%
TLP
256
Trinity Legacy Partners
Texas
$4.67M +$240K +2,039 +5%
Federated Hermes
257
Federated Hermes
Pennsylvania
$4.63M -$1.18M -10,026 -19%
Verition Fund Management
258
Verition Fund Management
Connecticut
$4.62M +$5.16M +43,941 New
CCA
259
Catalyst Capital Advisors
New York
$4.61M -$156K -1,325 -3%
NYLIM
260
New York Life Investment Management
New York
$4.6M +$22.9K +195 +0.4%
Nomura Holdings
261
Nomura Holdings
Japan
$4.6M +$2.41M +20,551 +89%
AIM
262
Achmea Investment Management
Netherlands
$4.5M +$675K +5,747 +16%
PDN
263
Pensionfund DSM Netherlands
Netherlands
$4.47M -$1.76M -15,000 -26%
VVP
264
Venture Visionary Partners
Ohio
$4.46M +$2.78M +23,673 +126%
PFSRSONJ
265
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.45M +$4.98M +42,359 New
HIC
266
Holderness Investments Company
North Carolina
$4.42M -$107K -911 -2%
AWS
267
Atria Wealth Solutions
New York
$4.38M -$859K -7,309 -15%
SOAMC
268
Spirit of America Management Corp
New York
$4.35M +$335K +2,850 +7%
SCM
269
Shelton Capital Management
Colorado
$4.27M +$34.3K +292 +0.7%
CD
270
Chapin Davis
Maryland
$4.14M
IAA
271
Independent Advisor Alliance
North Carolina
$4.13M -$63.3K -539 -1%
Rafferty Asset Management
272
Rafferty Asset Management
New York
$4.06M -$363K -3,087 -7%
VRM
273
Vectors Research Management
New York
$4.04M -$585K -4,979 -11%
SLAM
274
Swiss Life Asset Management
$3.99M +$1.92M +16,347 +75%
RBI
275
Raiffeisen Bank International
Austria
$3.96M +$4.48M +38,143 New

IRM Hedge Fund Activity: Q4 2024 in Review

1,064 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2024, worth a combined $25.4B — down 12% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new IRM positions and 107 closed out — a net gain of 32 holders — while 363 added to existing stakes and 409 trimmed.

The largest buyer was Northern Trust, adding an estimated $183M. The largest seller was Cohen & Steers, cutting an estimated $331M.

  • 1,064 institutional investors held Iron Mountain (IRM) as of Q4 2024, up from 1,050 in Q3 2024.
  • Funds reported $25.4B of Iron Mountain stock for Q4 2024, down 12% quarter-over-quarter.
  • 139 funds opened new Iron Mountain positions in Q4 2024 and 107 closed out, a net change of +32 holders.
  • The largest Iron Mountain buyer in Q4 2024 was Northern Trust, an estimated $183M added.
  • The largest Iron Mountain seller in Q4 2024 was Cohen & Steers, an estimated $331M sold.

Based on aggregated 13F filings for Q4 2024.