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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
CA
401
Corrado Advisors
New Jersey
$1.26M
DA
402
Denali Advisors
California
$1.25M
KPWS
403
Kestra Private Wealth Services
Texas
$1.25M
Bessemer Group
404
Bessemer Group
New Jersey
$1.24M
VIA
405
Virtus Investment Advisers
Connecticut
$1.24M
BFA
406
Beacon Financial Advisory
Ohio
$1.24M
JWCA
407
J.W. Cole Advisors
Florida
$1.24M
TC
408
Truvestments Capital
Florida
$1.23M
CMMS
409
Comprehensive Money Management Services
Florida
$1.23M
SC
410
Savoie Capital
Illinois
$1.21M
BC
411
Brookfield Corp
Ontario, Canada
$1.21M
RC
412
Reik & Co
New York
$1.2M
NMERB
413
New Mexico Educational Retirement Board
New Mexico
$1.18M
MSRPS
414
Maryland State Retirement & Pension System
Maryland
$1.17M
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$1.17M
AWM
416
Apollon Wealth Management
South Carolina
$1.17M
CL
417
Choreo LLC
Illinois
$1.17M
MLL
418
Moody Lynn & Lieberson
Massachusetts
$1.17M
PAS
419
Park Avenue Securities
New York
$1.15M
RWA
420
Redhawk Wealth Advisors
Minnesota
$1.15M
CBOR
421
Community Bank of Raymore
Missouri
$1.15M
RFM
422
Royal Fund Management
Florida
$1.15M
CGA
423
Crescent Grove Advisors
Illinois
$1.13M
PCM
424
Prana Capital Management
Connecticut
$1.12M
Schroder Investment Management Group
425
Schroder Investment Management Group
United Kingdom
$1.11M