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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
PIWA
301
Prevail Innovative Wealth Advisors
Kansas
$2.72M +$3.05M +31,648 New
CC
302
Courier Capital
New York
$2.72M +$203K +2,107 +7%
AG
303
Algert Global
California
$2.71M +$3.04M +31,523 New
SFI
304
Siemens Fonds Invest
Germany
$2.68M -$18.2K -189 -0.6%
WA
305
Waverly Advisors
Alabama
$2.68M -$3.28K -34 -0.1%
ISFAN
306
Investor's Fiduciary Advisor Network
Washington
$2.66M -$359K -3,726 -11%
JHP
307
James Hambro & Partners
United Kingdom
$2.63M -$180K -1,873 -6%
DBIA
308
Dumont & Blake Investment Advisors
New Jersey
$2.61M +$5.78K +60 +0.2%
OAM
309
OP Asset Management
$2.61M +$2.92M +30,309 New
Public Employees Retirement Association of Colorado
310
Public Employees Retirement Association of Colorado
Colorado
$2.6M
EMPI
311
Elo Mutual Pension Insurance
Finland
$2.57M -$44.6K -463 -2%
Mirae Asset Global ETFs Holdings
312
Mirae Asset Global ETFs Holdings
Hong Kong
$2.57M +$124K +1,286 +4%
AWS
313
Atria Wealth Solutions
New York
$2.55M -$1.16M -12,055 -29%
CWM
314
Congress Wealth Management
Massachusetts
$2.55M -$323K -3,347 -10%
SAM
315
Shell Asset Management
Netherlands
$2.54M -$708K -7,347 -20%
DADC
316
D.A. Davidson & Co
Montana
$2.51M -$29.6K -307 -1%
CIG
317
CHB Investment Group
Pennsylvania
$2.51M +$34.4K +357 +1%
IG
318
ING Group
Netherlands
$2.5M -$807K -8,373 -22%
SCM
319
Sage Capital Management
New Jersey
$2.49M -$25.4K -264 -0.9%
NB
320
Norinchukin Bank
Japan
$2.47M +$248K +2,577 +10%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$2.44M +$375K +3,896 +16%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$2.44M +$313K +3,248 +13%
SFI
323
Susquehanna Fundamental Investments
Pennsylvania
$2.43M +$2.07M +21,478 +319%
IAA
324
Independent Advisor Alliance
North Carolina
$2.38M -$1.12M -11,635 -30%
NA
325
NewEdge Advisors
Louisiana
$2.36M -$249K -2,582 -9%

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.