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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
NW
451
NewEdge Wealth
Pennsylvania
$1.01M +$372K +3,863 +49%
CTA
452
Chesley Taft & Associates
Illinois
$1M +$30.5K +317 +3%
BAMF
453
BI Asset Management Fondsmaeglerselskab
Denmark
$1M -$14.2K -147 -1%
DCM
454
Delta Capital Management
New Jersey
$999K
Assenagon Asset Management
455
Assenagon Asset Management
Luxembourg
$993K +$37.4K +388 +3%
RPCONE
456
Retirement Planning Company of New England
Rhode Island
$984K +$17.5K +182 +2%
PAG
457
Private Advisory Group
Washington
$982K +$169K +1,754 +18%
GAA
458
Guardian Asset Advisors
Pennsylvania
$976K -$9.35K -97 -0.8%
AWM
459
Axxcess Wealth Management
California
$963K -$696K -7,225 -39%
Jones Financial Companies
460
Jones Financial Companies
Missouri
$959K +$400K +4,151 +58%
KIG
461
Kessler Investment Group
Indiana
$953K -$68.6K -712 -6%
AFM
462
Abbot Financial Management
Massachusetts
$939K
AIFAIM
463
American Institute for Advanced Investment Management
Arizona
$935K +$64.6K +670 +7%
PCIA
464
Prime Capital Investment Advisors
Kansas
$928K +$154K +1,603 +17%
BFG
465
Bleakley Financial Group
New Jersey
$927K -$705K -7,316 -40%
CIM
466
Contravisory Investment Management
Massachusetts
$927K -$2.7K -28 -0.3%
JFG
467
Jefferies Financial Group
New York
$926K +$1.04M +10,764 New
ISL
468
Ingalls & Snyder LLC
New York
$925K -$5.3K -55 -0.5%
TRCT
469
Tower Research Capital (TRC)
New York
$920K -$282K -2,930 -21%
TMAM
470
Tokio Marine Asset Management
Japan
$918K +$31.8K +330 +3%
HIP
471
HUB Investment Partners
Texas
$918K +$5.78K +60 +0.6%
WSC
472
Wellington Shields & Co
New York
$916K
PL
473
Perpetual Ltd
Australia
$909K
APC
474
Aspire Private Capital
North Carolina
$909K +$89.7K +931 +10%
OAC
475
OMERS Administration Corp
Ontario, Canada
$901K -$165K -1,717 -14%

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.