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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 %
OAM
426
Oppenheimer Asset Management
New York
$1.11M -$132K -1,530 -11%
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$9.55K +111 +0.9%
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$1.1M +$16.8K +195 +2%
Brown Advisory
429
Brown Advisory
Maryland
$1.08M -$640K -7,443 -37%
HPC
430
HM Payson & Co
Maine
$1.08M +$22.8K +265 +2%
FIA
431
Foundations Investment Advisors
Arizona
$1.08M +$336K +3,906 +45%
RBFC
432
Roman Butler Fullerton & Co
Missouri
$1.07M -$65.7K -789 -6%
CSP
433
Cary Street Partners
Virginia
$1.07M -$258 -3 -0%
OCPWS
434
One Charles Private Wealth Services
Massachusetts
$1.06M +$47.2K +548 +5%
GC
435
Guggenheim Capital
Illinois
$1.05M -$809K -9,398 -43%
WFS
436
Widmann Financial Services
Maryland
$1.05M – – –
GS
437
GWN Securities
Florida
$1.05M +$1.05M +10,877 New
AWM
438
AE Wealth Management
Kansas
$1.04M -$403K -4,686 -28%
KA
439
Kintegral Advisory
New York
$1.03M -$3.47K -40 -0.3%
ASN
440
Advisory Services Network
Georgia
$1.03M -$1.4M -16,280 -58%
SBH
441
Segall Bryant & Hamill
Illinois
$1.03M – – –
CAM
442
Creekmur Asset Management
Illinois
$1.03M -$163K -1,894 -14%
FFN
443
Focus Financial Network
Minnesota
$1.03M +$1.13K +13 +0.1%
Vontobel Holding
444
Vontobel Holding
Switzerland
$1.01M +$604K +7,019 +150%
NW
445
NewEdge Wealth
Pennsylvania
$1.01M +$332K +3,863 +49%
CTA
446
Chesley Taft & Associates
Illinois
$1M +$27.3K +317 +3%
BAMF
447
BI Asset Management Fondsmaeglerselskab
Denmark
$1M -$12.7K -147 -1%
DCM
448
Delta Capital Management
New Jersey
$999K – – –
Assenagon Asset Management
449
Assenagon Asset Management
Luxembourg
$993K +$33.4K +388 +3%
RPCONE
450
Retirement Planning Company of New England
Rhode Island
$984K +$15.7K +182 +2%
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