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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
PAG
451
Private Advisory Group
Washington
$982K
GAA
452
Guardian Asset Advisors
Pennsylvania
$976K
AWM
453
Axxcess Wealth Management
California
$963K
Jones Financial Companies
454
Jones Financial Companies
Missouri
$959K
KIG
455
Kessler Investment Group
Indiana
$953K
AFM
456
Abbot Financial Management
Massachusetts
$939K
AIFAIM
457
American Institute for Advanced Investment Management
Arizona
$935K
PCIA
458
Prime Capital Investment Advisors
Kansas
$928K
BFG
459
Bleakley Financial Group
New Jersey
$927K
CIM
460
Contravisory Investment Management
Massachusetts
$927K
JFG
461
Jefferies Financial Group
New York
$926K
ISL
462
Ingalls & Snyder LLC
New York
$925K
TRCT
463
Tower Research Capital (TRC)
New York
$920K
TMAM
464
Tokio Marine Asset Management
Japan
$918K
HIP
465
HUB Investment Partners
Texas
$918K
WSC
466
Wellington Shields & Co
New York
$916K
PL
467
Perpetual Ltd
Australia
$909K
APC
468
Aspire Private Capital
North Carolina
$909K
VCP
469
Verus Capital Partners
Arizona
$905K
OAC
470
OMERS Administration Corp
Ontario, Canada
$901K
PFA
471
Pathway Financial Advisers
Indiana
$893K
PT
472
Plimoth Trust
Massachusetts
$889K
LFAS
473
Level Four Advisory Services
Texas
$888K
TC
474
TownSquare Capital
Utah
$869K
SC
475
Savant Capital
Illinois
$869K