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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 %
WA
301
Waverly Advisors
Alabama
$2.68M -$2.93K -34 -0.1%
ISFAN
302
Investor's Fiduciary Advisor Network
Washington
$2.66M -$320K -3,726 -11%
JHP
303
James Hambro & Partners
United Kingdom
$2.63M -$161K -1,873 -6%
DBIA
304
Dumont & Blake Investment Advisors
New Jersey
$2.61M +$5.16K +60 +0.2%
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 -$39.8K -463 -2%
Mirae Asset Global ETFs Holdings
307
Mirae Asset Global ETFs Holdings
Hong Kong
$2.57M +$111K +1,286 +4%
AWS
308
Atria Wealth Solutions
New York
$2.55M -$1.05M -12,055 -29%
CWM
309
Congress Wealth Management
Massachusetts
$2.55M -$288K -3,347 -10%
SAM
310
Shell Asset Management
Netherlands
$2.54M -$632K -7,347 -20%
DADC
311
D.A. Davidson & Co
Montana
$2.51M -$26.4K -307 -1%
CIG
312
CHB Investment Group
Pennsylvania
$2.51M +$30.7K +357 +1%
IG
313
ING Group
Netherlands
$2.5M -$720K -8,373 -22%
SCM
314
Sage Capital Management
New Jersey
$2.49M -$22.7K -264 -0.9%
NB
315
Norinchukin Bank
Japan
$2.47M +$222K +2,577 +10%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$2.44M +$335K +3,896 +16%
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$2.44M +$279K +3,248 +13%
SFI
318
Susquehanna Fundamental Investments
Pennsylvania
$2.43M +$1.85M +21,478 +319%
IAA
319
Independent Advisor Alliance
North Carolina
$2.38M -$1M -11,635 -30%
NA
320
NewEdge Advisors
Louisiana
$2.36M -$222K -2,582 -9%
WAM
321
Wolverine Asset Management
Illinois
$2.35M +$721K +8,385 +44%
RIM
322
Rakuten Investment Management
Japan
$2.28M +$2.28M +26,840 New
Axa
323
Axa
France
$2.28M +$1.95M +22,610 +589%
NIM
324
NEOS Investment Management
Connecticut
$2.24M +$866K +10,064 +63%
AIC
325
Aurora Investment Counsel
Georgia
$2.19M +$2.19M +25,444 New
11 12
13
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