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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
OAM
426
Oppenheimer Asset Management
New York
$1.11M
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$1.1M
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$1.1M
Brown Advisory
429
Brown Advisory
Maryland
$1.08M
HPC
430
HM Payson & Co
Maine
$1.08M
FIA
431
Foundations Investment Advisors
Arizona
$1.08M
RBFC
432
Roman Butler Fullerton & Co
Missouri
$1.07M
CSP
433
Cary Street Partners
Virginia
$1.07M
OCPWS
434
One Charles Private Wealth Services
Massachusetts
$1.06M
GC
435
Guggenheim Capital
Illinois
$1.05M
WFS
436
Widmann Financial Services
Maryland
$1.05M
GS
437
GWN Securities
Florida
$1.05M
AWM
438
AE Wealth Management
Kansas
$1.04M
KA
439
Kintegral Advisory
New York
$1.03M
ASN
440
Advisory Services Network
Georgia
$1.03M
SBH
441
Segall Bryant & Hamill
Illinois
$1.03M
CAM
442
Creekmur Asset Management
Illinois
$1.03M
FFN
443
Focus Financial Network
Minnesota
$1.03M
Vontobel Holding
444
Vontobel Holding
Switzerland
$1.01M
NW
445
NewEdge Wealth
Pennsylvania
$1.01M
CTA
446
Chesley Taft & Associates
Illinois
$1M
BAMF
447
BI Asset Management Fondsmaeglerselskab
Denmark
$1M
DCM
448
Delta Capital Management
New Jersey
$999K
Assenagon Asset Management
449
Assenagon Asset Management
Luxembourg
$993K
RPCONE
450
Retirement Planning Company of New England
Rhode Island
$984K