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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 %
CAM
26
Contour Asset Management
New York
$123M +$123M +1,427,250 New
Prudential Financial
27
Prudential Financial
New Jersey
$116M -$1.61M -18,734 -1%
DPIM
28
Duff & Phelps Investment Management
Illinois
$115M +$7.3M +84,850 +7%
Citadel Advisors
29
Citadel Advisors
Florida
$108M +$55.7M +647,452 +107%
UBS Group
30
UBS Group
Switzerland
$98.5M +$20.8M +242,022 +27%
Bank of America
31
Bank of America
North Carolina
$96M -$31.2M -362,928 -25%
DekaBank Deutsche Girozentrale
32
DekaBank Deutsche Girozentrale
Germany
$95.1M +$297K +3,512 +0.3%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$91.8M -$41.3M -480,344 -31%
Amundi
34
Amundi
France
$91.4M -$28.2M -338,867 -24%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$90.1M +$11.7M +136,393 +15%
Principal Financial Group
36
Principal Financial Group
Iowa
$77.8M +$42.1M +488,816 +118%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$77.3M +$65.5M +761,650 +559%
SEI Investments
38
SEI Investments
Pennsylvania
$71.4M -$1.59M -18,532 -2%
Swiss National Bank
39
Swiss National Bank
Switzerland
$71.2M -$103K -1,200 -0.1%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$70.9M -$4.57M -53,135 -6%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$70.5M +$6.56M +76,314 +10%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$70.3M +$69.4M +806,746 +7,540%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$69.1M +$629K +7,306 +0.9%
CIMLRA
44
CBRE Investment Management Listed Real Assets
Pennsylvania
$66.4M +$19.9M +231,162 +43%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$63.7M +$55.8M +649,018 +709%
Mitsubishi UFJ Asset Management
46
Mitsubishi UFJ Asset Management
Japan
$61.7M +$5.15M +59,805 +9%
EIP
47
Epoch Investment Partners
New York
$61.4M -$2.88M -33,525 -4%
Millennium Management
48
Millennium Management
New York
$59.9M +$57.4M +666,681 +2,282%
WF
49
Welch & Forbes
Massachusetts
$58M -$492K -5,720 -0.8%
ACM
50
AEW Capital Management
Massachusetts
$57.6M -$828K -9,620 -1%
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