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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$163M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$114M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$103M
4
BlackRock
BlackRock
New York
+$80.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$75.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$296M
2
UBS AM
UBS AM
Illinois
-$288M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.9M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
476
B. Riley Wealth Advisors
Florida
$1.13M -$514K -4,854 -31%
D.E. Shaw & Co
477
D.E. Shaw & Co
New York
$1.12M +$1.12M +10,700 New
VCP
478
Verus Capital Partners
Arizona
$1.12M -$6.83K -65 -0.6%
WSC
479
Wellington Shields & Co
New York
$1.12M – – –
HIP
480
HUB Investment Partners
Texas
$1.12M +$210 +2 +0%
PL
481
Perpetual Ltd
Australia
$1.11M +$450K +4,280 +68%
IGAM
482
iA Global Asset Management
Quebec, Canada
$1.1M +$1.1M +10,505 New
IWM
483
IHT Wealth Management
Illinois
$1.1M -$177K -1,680 -14%
SIA
484
Strategic Investment Advisors
Michigan
$1.09M +$26.8K +255 +3%
TMAM
485
Tokio Marine Asset Management
Japan
$1.09M +$291K +2,768 +37%
LFAS
486
Level Four Advisory Services
Texas
$1.09M +$14.9K +142 +1%
TC
487
TownSquare Capital
Utah
$1.09M +$21.2K +202 +2%
PT
488
Plimoth Trust
Massachusetts
$1.09M – – –
CPCM
489
Cardinal Point Capital Management
Ontario, Canada
$1.08M +$1.08M +10,200 New
PCM
490
Princeton Capital Management
New Jersey
$1.08M -$72K -685 -6%
AIFAIM
491
American Institute for Advanced Investment Management
Arizona
$1.07M -$123K -1,170 -10%
SCM
492
Sterling Capital Management
North Carolina
$1.06M +$241K +2,296 +29%
FFWM
493
Future Financial Wealth Management
Ohio
$1.05M +$315 +3 +0%
SGAM
494
Smith Group Asset Management
Texas
$1.05M +$1.05M +10,000 New
MA
495
Montag & Associates
Georgia
$1.05M -$42.3K -400 -4%
CW
496
CreativeOne Wealth
Kansas
$1.04M +$726K +6,905 +229%
HCMT
497
Highland Capital Management (Tennessee)
Tennessee
$1.04M +$1.04M +9,852 New
IWC
498
Integrated Wealth Concepts
Massachusetts
$1.03M -$145K -1,377 -12%
PAG
499
Private Advisory Group
Washington
$1.02M -$46.6K -443 -4%
APC
500
Aspire Private Capital
North Carolina
$1.01M +$26.8K +255 +3%
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