IRM icon

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 %
CA
401
Corrado Advisors
New Jersey
$1.26M +$8.86K +103 +0.7%
DA
402
Denali Advisors
California
$1.25M -$9.72K -113 -0.8%
KPWS
403
Kestra Private Wealth Services
Texas
$1.25M +$160K +1,860 +15%
Bessemer Group
404
Bessemer Group
New Jersey
$1.24M -$1.57M -18,287 -56%
VIA
405
Virtus Investment Advisers
Connecticut
$1.24M +$1.24M +14,385 New
BFA
406
Beacon Financial Advisory
Ohio
$1.24M -$7.49K -87 -0.6%
JWCA
407
J.W. Cole Advisors
Florida
$1.24M +$489K +5,684 +65%
TC
408
Truvestments Capital
Florida
$1.23M -$9.03K -105 -0.7%
CMMS
409
Comprehensive Money Management Services
Florida
$1.23M +$1.29K +15 +0.1%
SC
410
Savoie Capital
Illinois
$1.21M – – –
BC
411
Brookfield Corp
Ontario, Canada
$1.21M +$249K +2,898 +26%
RC
412
Reik & Co
New York
$1.2M -$8.6K -100 -0.7%
NMERB
413
New Mexico Educational Retirement Board
New Mexico
$1.18M -$17.2K -200 -1%
MSRPS
414
Maryland State Retirement & Pension System
Maryland
$1.17M -$167K -1,936 -12%
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$1.17M – – –
AWM
416
Apollon Wealth Management
South Carolina
$1.17M -$399K -4,642 -25%
CL
417
Choreo LLC
Illinois
$1.17M -$143K -1,648 -11%
MLL
418
Moody Lynn & Lieberson
Massachusetts
$1.17M – – –
PAS
419
Park Avenue Securities
New York
$1.15M -$83.7K -973 -7%
RWA
420
Redhawk Wealth Advisors
Minnesota
$1.15M -$82.8K -962 -7%
CBOR
421
Community Bank of Raymore
Missouri
$1.15M -$271K -3,155 -19%
RFM
422
Royal Fund Management
Florida
$1.15M +$11.6K +135 +1%
CGA
423
Crescent Grove Advisors
Illinois
$1.13M – – –
PCM
424
Prana Capital Management
Connecticut
$1.12M -$122K -1,418 -10%
Schroder Investment Management Group
425
Schroder Investment Management Group
United Kingdom
$1.11M +$181K +2,131 +20%
15 16
17
18 19