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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 %
ALMGDA
376
AG2R La Mondiale Gestion d'Actifs
France
$1.56M +$1.56M +15,836 New
HIMCH
377
Hartford Investment Management Co (HIMCO)
Connecticut
$1.55M -$15.9K -185 -1%
DILIC
378
Dai-ichi Life Insurance Company
Japan
$1.53M – – –
ZIM
379
Zacks Investment Management
Illinois
$1.52M +$46.2K +537 +3%
HWP
380
Highline Wealth Partners
California
$1.49M -$71.7K -833 -5%
ECM
381
Everence Capital Management
Indiana
$1.49M -$276K -3,210 -16%
BI
382
Bramshill Investments
Florida
$1.48M +$905K +10,518 +156%
DEA
383
DoubleLine ETF Adviser
Florida
$1.48M -$333K -3,875 -18%
IWM
384
IHT Wealth Management
Illinois
$1.47M +$574K +6,668 +64%
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$1.47M – – –
ITC
386
Inspire Trust Company
Nevada
$1.46M +$258K +3,000 +21%
SCA
387
Snowden Capital Advisors
New York
$1.45M -$118K -1,362 -8%
GIBU
388
Gulf International Bank (UK)
United Kingdom
$1.42M -$540K -6,275 -27%
CA
389
Claro Advisors
Massachusetts
$1.42M -$4.22K -49 -0.3%
HAG
390
HighPoint Advisor Group
Illinois
$1.38M -$182K -2,064 -12%
LSERS
391
Louisiana State Employees Retirement System
Louisiana
$1.36M – – –
SAM
392
Securian Asset Management
Minnesota
$1.34M -$19.4K -226 -1%
O
393
Ossiam
France
$1.34M -$30.6K -356 -2%
BWP
394
Burling Wealth Partners
Illinois
$1.34M -$15.3K -178 -1%
MGP
395
Metis Global Partners
California
$1.33M +$179K +2,080 +16%
PS
396
Principal Securities
Iowa
$1.32M – – –
MFG
397
Merit Financial Group
Georgia
$1.31M +$29.7K +345 +2%
SWM
398
Spire Wealth Management
Virginia
$1.31M -$17.3K -201 -1%
DM
399
Delphi Management
Massachusetts
$1.3M +$141K +1,644 +12%
EWA
400
EP Wealth Advisors
California
$1.29M -$213K -2,480 -14%
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