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Iron Mountain

982 hedge funds and large institutions have $20.7B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 396 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $25.4B → $20.7B (-$4.64B)

24% less call options, than puts

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

37% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 142

Holders
982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$151M
Puts
$197M
Net Calls
Net Calls Change

Top Buyers

1 +$397M
2 +$271M
3 +$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1 -$224M
2 -$151M
3 -$146M
4
Cohen & Steers
Cohen & Steers
New York
-$123M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Shelton Capital Management
Colorado
$3.5M
CC
277
Centiva Capital
New York
$3.42M
Neuberger Berman Group
278
Neuberger Berman Group
New York
$3.4M
TPSF
279
Texas Permanent School Fund
Texas
$3.32M
PDN
280
Pensionfund DSM Netherlands
Netherlands
$3.31M
SPIA
281
Steward Partners Investment Advisory
New York
$3.27M
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$3.12M
FC
283
FORA Capital
Florida
$3.12M
LDB
284
Lee, Danner & Bass
Tennessee
$3.1M
CWP
285
Cyndeo Wealth Partners
Florida
$3.02M
ACIM
286
Azimuth Capital Investment Management
Michigan
$2.99M
RCA
287
Ranch Capital Advisors
Florida
$2.96M
MOACM
288
Mutual of America Capital Management
New York
$2.94M
Cerity Partners
289
Cerity Partners
New York
$2.93M
OCM
290
One Capital Management
California
$2.9M
Lido Advisors
291
Lido Advisors
California
$2.89M
HC
292
Hourglass Capital
Texas
$2.87M
VVP
293
Venture Visionary Partners
Ohio
$2.81M
ST
294
Smithfield Trust
Pennsylvania
$2.8M
HKAM
295
Horizon Kinetics Asset Management
New York
$2.79M
Rafferty Asset Management
296
Rafferty Asset Management
New York
$2.76M
PIWA
297
Prevail Innovative Wealth Advisors
Kansas
$2.72M
CC
298
Courier Capital
New York
$2.72M
AG
299
Algert Global
California
$2.71M
SFI
300
Siemens Fonds Invest
Germany
$2.68M