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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
CBOR
426
Community Bank of Raymore
Missouri
$1.15M -$304K -3,155 -19%
RFM
427
Royal Fund Management
Florida
$1.15M +$13K +135 +1%
CGA
428
Crescent Grove Advisors
Illinois
$1.13M
PCM
429
Prana Capital Management
Connecticut
$1.12M -$137K -1,418 -10%
Schroder Investment Management Group
430
Schroder Investment Management Group
United Kingdom
$1.11M +$205K +2,131 +20%
OAM
431
Oppenheimer Asset Management
New York
$1.11M -$147K -1,530 -11%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$10.7K +111 +0.9%
FLPIM
433
F.L. Putnam Investment Management
Massachusetts
$1.1M +$18.8K +195 +2%
Brown Advisory
434
Brown Advisory
Maryland
$1.08M -$717K -7,443 -37%
HPC
435
HM Payson & Co
Maine
$1.08M +$25.5K +265 +2%
FIA
436
Foundations Investment Advisors
Arizona
$1.08M +$376K +3,906 +45%
RBFC
437
Roman Butler Fullerton & Co
Missouri
$1.07M -$76K -789 -6%
CSP
438
Cary Street Partners
Virginia
$1.07M -$289 -3 -0%
OCPWS
439
One Charles Private Wealth Services
Massachusetts
$1.06M +$52.8K +548 +5%
GC
440
Guggenheim Capital
Illinois
$1.05M -$906K -9,398 -43%
WFS
441
Widmann Financial Services
Maryland
$1.05M
GS
442
GWN Securities
Florida
$1.05M +$1.05M +10,877 New
AWM
443
AE Wealth Management
Kansas
$1.04M -$452K -4,686 -28%
KA
444
Kintegral Advisory
New York
$1.03M -$3.85K -40 -0.3%
ASN
445
Advisory Services Network
Georgia
$1.03M -$1.57M -16,280 -58%
SBH
446
Segall Bryant & Hamill
Illinois
$1.03M
CAM
447
Creekmur Asset Management
Illinois
$1.03M -$183K -1,894 -14%
FFN
448
Focus Financial Network
Minnesota
$1.03M +$1.25K +13 +0.1%
LSA
449
Leonteq Securities AG
Switzerland
$1.01M +$788K +8,176 +219%
Vontobel Holding
450
Vontobel Holding
Switzerland
$1.01M +$676K +7,019 +150%

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.