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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
QT
351
Quantbot Technologies
New York
$1.99M -$2.2M -22,844 -50%
TAF
352
Tredje AP-fonden
Sweden
$1.98M
AA
353
Ancora Advisors
Ohio
$1.96M
TRSOTSOK
354
Teachers Retirement System of the State of Kentucky
Kentucky
$1.94M +$90.7K +941 +4%
FMI
355
F/M Investments
District of Columbia
$1.93M -$99.3K -1,031 -4%
QC
356
Quadrature Capital
United Kingdom
$1.93M +$1M +10,398 +87%
FT
357
Fiduciary Trust
Massachusetts
$1.86M -$14.3K -148 -0.7%
HT
358
Heritage Trust
Oklahoma
$1.85M -$62.8K -652 -3%
KIA
359
KCM Investment Advisors
California
$1.83M
SPS
360
Susquehanna Portfolio Strategies
Pennsylvania
$1.83M +$2.05M +21,247 New
BMSSC
361
B. Metzler seel. Sohn & Co
Germany
$1.82M -$338K -3,505 -14%
CIG
362
Cascade Investment Group
Colorado
$1.81M -$46.3K -480 -2%
OTL
363
Oak Thistle LLC
New York
$1.8M +$1.32M +13,665 +189%
NW
364
Naviter Wealth
Arkansas
$1.78M +$72.6K +753 +4%
KTC
365
Kentucky Trust Company
Kentucky
$1.77M -$86.2K -895 -4%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$1.77M -$21.1K -219 -1%
IMRF
367
Illinois Municipal Retirement Fund
Illinois
$1.76M
Robeco Institutional Asset Management
368
Robeco Institutional Asset Management
Netherlands
$1.74M +$100K +1,039 +5%
SHF
369
Safe Harbor Fiduciary
Florida
$1.72M -$10.7K -111 -0.6%
KRS
370
Kentucky Retirement Systems
Kentucky
$1.71M -$27.2K -282 -1%
N
371
Natixis
France
$1.68M +$1.89M +19,581 New
PS
372
Pensionfund Sabic
Netherlands
$1.66M -$289K -3,000 -13%
BEI
373
Benjamin Edwards Inc
Missouri
$1.64M -$320K -3,319 -15%
TI
374
Tidal Investments
Wisconsin
$1.6M +$354K +3,674 +25%
MAM
375
Madison Asset Management
Wisconsin
$1.59M -$563K -5,838 -24%

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.