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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
VRM
276
Vectors Research Management
New York
$3.62M +$349K +3,623 +9%
HIC
277
Holderness Investments Company
North Carolina
$3.62M -$4.24K -44 -0.1%
Mariner
278
Mariner
Kansas
$3.58M -$792K -8,214 -16%
NI
279
Nepsis Inc
Minnesota
$3.53M -$698K -7,244 -15%
QCM
280
Quantinno Capital Management
New York
$3.5M +$1.89M +19,575 +93%
SCM
281
Shelton Capital Management
Colorado
$3.5M
CC
282
Centiva Capital
New York
$3.42M +$681K +7,071 +22%
Neuberger Berman Group
283
Neuberger Berman Group
New York
$3.4M -$45.8M -475,718 -92%
PDN
284
Pensionfund DSM Netherlands
Netherlands
$3.31M -$385K -4,000 -9%
SPIA
285
Steward Partners Investment Advisory
New York
$3.27M +$49.4K +513 +1%
Pathstone Holdings
286
Pathstone Holdings
New Jersey
$3.12M +$168K +1,739 +5%
FC
287
FORA Capital
Florida
$3.12M -$1.21M -12,563 -26%
LDB
288
Lee, Danner & Bass
Tennessee
$3.1M +$152K +1,575 +5%
CWP
289
Cyndeo Wealth Partners
Florida
$3.02M +$289 +3 +0%
ACIM
290
Azimuth Capital Investment Management
Michigan
$2.99M +$130K +1,346 +4%
RCA
291
Ranch Capital Advisors
Florida
$2.96M +$109K +1,136 +3%
MOACM
292
Mutual of America Capital Management
New York
$2.94M -$96.2K -998 -3%
Cerity Partners
293
Cerity Partners
New York
$2.93M +$119K +1,234 +4%
OCM
294
One Capital Management
California
$2.9M -$1.61M -16,656 -33%
Lido Advisors
295
Lido Advisors
California
$2.89M +$672K +6,971 +27%
HC
296
Hourglass Capital
Texas
$2.87M -$2.89K -30 -0.1%
VVP
297
Venture Visionary Partners
Ohio
$2.81M -$948K -9,839 -23%
ST
298
Smithfield Trust
Pennsylvania
$2.8M -$43.1K -447 -1%
HKAM
299
Horizon Kinetics Asset Management
New York
$2.79M -$42.9K -445 -1%
Rafferty Asset Management
300
Rafferty Asset Management
New York
$2.76M -$634K -6,579 -17%

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.