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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 %
PAG
451
Private Advisory Group
Washington
$982K +$151K +1,754 +18%
GAA
452
Guardian Asset Advisors
Pennsylvania
$976K -$8.35K -97 -0.8%
AWM
453
Axxcess Wealth Management
California
$963K -$622K -7,225 -39%
Jones Financial Companies
454
Jones Financial Companies
Missouri
$959K +$353K +4,151 +58%
KIG
455
Kessler Investment Group
Indiana
$953K -$61.3K -712 -6%
AFM
456
Abbot Financial Management
Massachusetts
$939K – – –
AIFAIM
457
American Institute for Advanced Investment Management
Arizona
$935K +$57.6K +670 +7%
PCIA
458
Prime Capital Investment Advisors
Kansas
$928K +$138K +1,603 +17%
BFG
459
Bleakley Financial Group
New Jersey
$927K -$629K -7,316 -40%
CIM
460
Contravisory Investment Management
Massachusetts
$927K -$2.41K -28 -0.3%
JFG
461
Jefferies Financial Group
New York
$926K +$926K +10,764 New
ISL
462
Ingalls & Snyder LLC
New York
$925K -$4.73K -55 -0.5%
TRCT
463
Tower Research Capital (TRC)
New York
$920K -$252K -2,930 -21%
TMAM
464
Tokio Marine Asset Management
Japan
$918K +$28.4K +330 +3%
HIP
465
HUB Investment Partners
Texas
$918K +$5.16K +60 +0.6%
WSC
466
Wellington Shields & Co
New York
$916K – – –
PL
467
Perpetual Ltd
Australia
$909K – – –
APC
468
Aspire Private Capital
North Carolina
$909K +$80.1K +931 +10%
VCP
469
Verus Capital Partners
Arizona
$905K -$15.2K -177 -2%
OAC
470
OMERS Administration Corp
Ontario, Canada
$901K -$148K -1,717 -14%
PFA
471
Pathway Financial Advisers
Indiana
$893K -$193K -2,245 -18%
PT
472
Plimoth Trust
Massachusetts
$889K – – –
LFAS
473
Level Four Advisory Services
Texas
$888K -$1.81K -21 -0.2%
TC
474
TownSquare Capital
Utah
$869K -$20.2K -235 -2%
SC
475
Savant Capital
Illinois
$869K -$141K -1,635 -14%
17 18
19
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