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Iron Mountain
IRM

Overview Fund Activity

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
Holders
982
Holders Change
-70
Holders Change %
-6.65%
% of All Funds
13.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
89
Increased
342
Reduced
396
Closed
142
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
BlackRock
BlackRock
New York
+$271M
3
CAM
Contour Asset Management
New York
+$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$224M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$151M
3
Capital World Investors
Capital World Investors
California
-$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 		Shares
Change %
SCM
276
Shelton Capital Management
Colorado
$3.5M – – –
CC
277
Centiva Capital
New York
$3.42M +$608K +7,071 +22%
Neuberger Berman Group
278
Neuberger Berman Group
New York
$3.4M -$40.9M -475,718 -92%
TPSF
279
Texas Permanent School Fund
Texas
$3.32M +$3.32M +37,009 New
PDN
280
Pensionfund DSM Netherlands
Netherlands
$3.31M -$344K -4,000 -9%
SPIA
281
Steward Partners Investment Advisory
New York
$3.27M +$44.1K +513 +1%
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$3.12M +$150K +1,739 +5%
FC
283
FORA Capital
Florida
$3.12M -$1.08M -12,563 -26%
LDB
284
Lee, Danner & Bass
Tennessee
$3.1M +$136K +1,575 +5%
CWP
285
Cyndeo Wealth Partners
Florida
$3.02M +$258 +3 +0%
ACIM
286
Azimuth Capital Investment Management
Michigan
$2.99M +$116K +1,346 +4%
RCA
287
Ranch Capital Advisors
Florida
$2.96M +$98.4K +1,136 +3%
MOACM
288
Mutual of America Capital Management
New York
$2.94M -$85.9K -998 -3%
Cerity Partners
289
Cerity Partners
New York
$2.93M +$106K +1,234 +4%
OCM
290
One Capital Management
California
$2.9M -$1.43M -16,656 -33%
Lido Advisors
291
Lido Advisors
California
$2.89M +$605K +6,971 +27%
HC
292
Hourglass Capital
Texas
$2.87M -$2.58K -30 -0.1%
VVP
293
Venture Visionary Partners
Ohio
$2.81M -$847K -9,839 -23%
ST
294
Smithfield Trust
Pennsylvania
$2.8M -$38.4K -447 -1%
HKAM
295
Horizon Kinetics Asset Management
New York
$2.79M -$38.3K -445 -1%
Rafferty Asset Management
296
Rafferty Asset Management
New York
$2.76M -$566K -6,579 -17%
PIWA
297
Prevail Innovative Wealth Advisors
Kansas
$2.72M +$2.72M +31,648 New
CC
298
Courier Capital
New York
$2.72M +$181K +2,107 +7%
AG
299
Algert Global
California
$2.71M +$2.71M +31,523 New
SFI
300
Siemens Fonds Invest
Germany
$2.68M -$16.3K -189 -0.6%
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