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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
PS
401
Principal Securities
Iowa
$1.32M
MFG
402
Merit Financial Group
Georgia
$1.31M +$33.2K +345 +2%
SWM
403
Spire Wealth Management
Virginia
$1.31M -$19.4K -201 -1%
DM
404
Delphi Management
Massachusetts
$1.3M +$158K +1,644 +12%
EWA
405
EP Wealth Advisors
California
$1.29M -$239K -2,480 -14%
CA
406
Corrado Advisors
New Jersey
$1.26M +$9.93K +103 +0.7%
DA
407
Denali Advisors
California
$1.25M -$10.9K -113 -0.8%
KPWS
408
Kestra Private Wealth Services
Texas
$1.25M +$179K +1,860 +15%
Bessemer Group
409
Bessemer Group
New Jersey
$1.24M -$1.76M -18,287 -56%
VIA
410
Virtus Investment Advisers
Connecticut
$1.24M +$1.39M +14,385 New
BFA
411
Beacon Financial Advisory
Ohio
$1.24M -$8.38K -87 -0.6%
JWCA
412
J.W. Cole Advisors
Florida
$1.24M +$548K +5,684 +65%
TC
413
Truvestments Capital
Florida
$1.23M -$10.1K -105 -0.7%
CMMS
414
Comprehensive Money Management Services
Florida
$1.23M +$1.45K +15 +0.1%
SC
415
Savoie Capital
Illinois
$1.21M
BC
416
Brookfield Corp
Ontario, Canada
$1.21M +$279K +2,898 +26%
RC
417
Reik & Co
New York
$1.2M -$9.64K -100 -0.7%
NMERB
418
New Mexico Educational Retirement Board
New Mexico
$1.18M -$19.3K -200 -1%
MSRPS
419
Maryland State Retirement & Pension System
Maryland
$1.17M -$187K -1,936 -12%
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$1.17M
AWM
421
Apollon Wealth Management
South Carolina
$1.17M -$447K -4,642 -25%
CL
422
Choreo LLC
Illinois
$1.17M -$159K -1,648 -11%
MLL
423
Moody Lynn & Lieberson
Massachusetts
$1.17M
PAS
424
Park Avenue Securities
New York
$1.15M -$93.8K -973 -7%
RWA
425
Redhawk Wealth Advisors
Minnesota
$1.15M -$92.7K -962 -7%

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.