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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
WAM
326
Wolverine Asset Management
Illinois
$2.35M +$808K +8,385 +44%
RIM
327
Rakuten Investment Management
Japan
$2.28M +$2.59M +26,840 New
Axa
328
Axa
France
$2.28M +$2.18M +22,610 +589%
NIM
329
NEOS Investment Management
Connecticut
$2.24M +$970K +10,064 +63%
AIC
330
Aurora Investment Counsel
Georgia
$2.19M +$2.45M +25,444 New
OPERF
331
Oregon Public Employees Retirement Fund
Oregon
$2.17M +$10.6K +110 +0.4%
TA
332
TFG Advisers
Michigan
$2.17M +$46.6K +484 +2%
EA
333
Ellsworth Advisors
Ohio
$2.17M +$20.8K +216 +0.9%
VPIM
334
Vanguard Personalized Indexing Management
California
$2.16M +$124K +1,288 +5%
CBT
335
CoreFirst Bank & Trust
Kansas
$2.16M -$9.64K -100 -0.4%
WP
336
Woodline Partners
California
$2.13M +$693K +7,193 +41%
GCM
337
Gables Capital Management
Florida
$2.13M +$9.64K +100 +0.4%
US Bancorp
338
US Bancorp
Minnesota
$2.09M +$148K +1,539 +7%
EAM
339
Erste Asset Management
Austria
$2.09M -$5.98M -62,100 -72%
CIA
340
Capital Investment Advisors
Georgia
$2.08M -$154K -1,593 -6%
ET
341
Entropy Technologies
New York
$2.08M +$2.33M +24,177 New
MNBTD
342
Moody National Bank Trust Division
Texas
$2.06M +$2.12K +22 +0.1%
BCV
343
Banque Cantonale Vaudoise
Switzerland
$2.05M +$2.29M +23,815 New
GM
344
GeoWealth Management
Illinois
$2.04M -$334K -3,469 -13%
SCA
345
Sippican Capital Advisors
Massachusetts
$2.04M -$4.82K -50 -0.2%
MSU
346
Mizuho Securities USA
New York
$2.02M -$414K -4,293 -15%
PI
347
PFG Investments
New York
$2.02M -$206K -2,136 -8%
SYBT
348
Stock Yards Bank & Trust
Kentucky
$2M -$245K -2,541 -10%
Connor, Clark & Lunn Investment Management (CC&L)
349
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2M +$2.24M +23,263 New
AIM
350
Aigen Investment Management
New York
$1.99M +$2.23M +23,104 New

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.