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Iron Mountain

995 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, 402 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: 1,065995 (-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: 402

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
995
Holders Change
-70
Holders Change %
-6.57%
% 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
0.13%
New
88
Increased
349
Reduced
402
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
376
Tyler-Stone Wealth Management
Ohio
$1.59M -$216K -2,242 -11%
TIA
377
Trust Investment Advisors
Indiana
$1.58M +$24.7K +256 +1%
IC
378
IEQ Capital
California
$1.57M +$126K +1,304 +8%
RA
379
RFG Advisory
Alabama
$1.56M +$386K +4,005 +28%
CB
380
Commerce Bank
Missouri
$1.56M -$143K -1,480 -8%
ALMGDA
381
AG2R La Mondiale Gestion d'Actifs
France
$1.56M +$1.53M +15,836 New
HIMCH
382
Hartford Investment Management Co (HIMCO)
Connecticut
$1.55M -$17.8K -185 -1%
DILIC
383
Dai-ichi Life Insurance Company
Japan
$1.53M
ZIM
384
Zacks Investment Management
Illinois
$1.52M +$51.7K +537 +3%
HWP
385
Highline Wealth Partners
California
$1.49M -$80.3K -833 -5%
ECM
386
Everence Capital Management
Indiana
$1.49M -$309K -3,210 -16%
BI
387
Bramshill Investments
Florida
$1.48M +$1.01M +10,518 +156%
DEA
388
DoubleLine ETF Adviser
Florida
$1.48M -$373K -3,875 -18%
IWM
389
IHT Wealth Management
Illinois
$1.47M +$643K +6,668 +64%
Luther King Capital Management (LKCM)
390
Luther King Capital Management (LKCM)
Texas
$1.47M
ITC
391
Inspire Trust Company
Nevada
$1.46M +$289K +3,000 +21%
SCA
392
Snowden Capital Advisors
New York
$1.45M -$131K -1,362 -8%
GIBU
393
Gulf International Bank (UK)
United Kingdom
$1.42M -$605K -6,275 -27%
CA
394
Claro Advisors
Massachusetts
$1.42M -$4.72K -49 -0.3%
HAG
395
HighPoint Advisor Group
Illinois
$1.38M -$199K -2,064 -12%
LSERS
396
Louisiana State Employees Retirement System
Louisiana
$1.36M
SAM
397
Securian Asset Management
Minnesota
$1.34M -$21.8K -226 -1%
O
398
Ossiam
France
$1.34M -$34.3K -356 -2%
BWP
399
Burling Wealth Partners
Illinois
$1.34M -$17.2K -178 -1%
MGP
400
Metis Global Partners
California
$1.33M +$200K +2,080 +16%

IRM Hedge Fund Activity: Q1 2025 in Review

995 of the 7,459 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 402 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.

  • 995 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,065 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.