IRM icon

Iron Mountain

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $25.4B → $20.7B (-$4.64B)

24% less call options, than puts

Call options by funds: $151M | Put options by funds: $197M

37% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 142

Holders
982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$151M
Puts
$197M
Net Calls
Net Calls Change

Top Buyers

1 +$397M
2 +$271M
3 +$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1 -$224M
2 -$151M
3 -$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
Change in
Stake
ALMGDA
376
AG2R La Mondiale Gestion d'Actifs
France
$1.56M
HIMCH
377
Hartford Investment Management Co (HIMCO)
Connecticut
$1.55M
DILIC
378
Dai-ichi Life Insurance Company
Japan
$1.53M
ZIM
379
Zacks Investment Management
Illinois
$1.52M
HWP
380
Highline Wealth Partners
California
$1.49M
ECM
381
Everence Capital Management
Indiana
$1.49M
BI
382
Bramshill Investments
Florida
$1.48M
DEA
383
DoubleLine ETF Adviser
Florida
$1.48M
IWM
384
IHT Wealth Management
Illinois
$1.47M
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$1.47M
ITC
386
Inspire Trust Company
Nevada
$1.46M
SCA
387
Snowden Capital Advisors
New York
$1.45M
GIBU
388
Gulf International Bank (UK)
United Kingdom
$1.42M
CA
389
Claro Advisors
Massachusetts
$1.42M
HAG
390
HighPoint Advisor Group
Illinois
$1.38M
LSERS
391
Louisiana State Employees Retirement System
Louisiana
$1.36M
SAM
392
Securian Asset Management
Minnesota
$1.34M
O
393
Ossiam
France
$1.34M
BWP
394
Burling Wealth Partners
Illinois
$1.34M
MGP
395
Metis Global Partners
California
$1.33M
PS
396
Principal Securities
Iowa
$1.32M
MFG
397
Merit Financial Group
Georgia
$1.31M
SWM
398
Spire Wealth Management
Virginia
$1.31M
DM
399
Delphi Management
Massachusetts
$1.3M
EWA
400
EP Wealth Advisors
California
$1.29M