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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
WA
301
Waverly Advisors
Alabama
$2.68M
ISFAN
302
Investor's Fiduciary Advisor Network
Washington
$2.66M
JHP
303
James Hambro & Partners
United Kingdom
$2.63M
DBIA
304
Dumont & Blake Investment Advisors
New Jersey
$2.61M
Public Employees Retirement Association of Colorado
305
Public Employees Retirement Association of Colorado
Colorado
$2.6M
EMPI
306
Elo Mutual Pension Insurance
Finland
$2.57M
Mirae Asset Global ETFs Holdings
307
Mirae Asset Global ETFs Holdings
Hong Kong
$2.57M
AWS
308
Atria Wealth Solutions
New York
$2.55M
CWM
309
Congress Wealth Management
Massachusetts
$2.55M
SAM
310
Shell Asset Management
Netherlands
$2.54M
DADC
311
D.A. Davidson & Co
Montana
$2.51M
CIG
312
CHB Investment Group
Pennsylvania
$2.51M
IG
313
ING Group
Netherlands
$2.5M
SCM
314
Sage Capital Management
New Jersey
$2.49M
NB
315
Norinchukin Bank
Japan
$2.47M
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$2.44M
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$2.44M
SFI
318
Susquehanna Fundamental Investments
Pennsylvania
$2.43M
IAA
319
Independent Advisor Alliance
North Carolina
$2.38M
NA
320
NewEdge Advisors
Louisiana
$2.36M
WAM
321
Wolverine Asset Management
Illinois
$2.35M
RIM
322
Rakuten Investment Management
Japan
$2.28M
Axa
323
Axa
France
$2.28M
NIM
324
NEOS Investment Management
Connecticut
$2.24M
AIC
325
Aurora Investment Counsel
Georgia
$2.19M