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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
SGAM
476
Smith Group Asset Management
Texas
$860K
Federated Hermes
477
Federated Hermes
Pennsylvania
$856K
MA
478
Montag & Associates
Georgia
$855K
SW
479
SVB Wealth
Massachusetts
$850K
HWM
480
HB Wealth Management
Georgia
$837K
BIA
481
Beacon Investment Advisors
Maryland
$834K
DC
482
Davenport & Co
Virginia
$832K
P
483
&Partners
Tennessee
$827K
HBT
484
Heartland Bank & Trust
Illinois
$817K
Envestnet Portfolio Solutions
485
Envestnet Portfolio Solutions
Illinois
$810K
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$804K
SSWM
487
Strait & Sound Wealth Management
California
$792K
VA
488
Vident Advisory
Georgia
$792K
HI
489
Harbour Investments
Wisconsin
$790K
UWPG
490
Ullmann Wealth Partners Group
Florida
$789K
CIAS
491
Capital Investment Advisory Services
North Carolina
$781K
FFA
492
Founders Financial Alliance
North Carolina
$777K
MCM
493
MAI Capital Management
Ohio
$774K
OC
494
Oppenheimer & Co
New York
$772K
SFA
495
Sequoia Financial Advisors
Ohio
$763K
CCA
496
Checchi Capital Advisers
California
$763K
GT
497
Glenmede Trust
Pennsylvania
$759K
CRI
498
Colonial River Investments
Virginia
$757K
PCM
499
Princeton Capital Management
New Jersey
$756K
HA
500
Herold Advisors
New York
$753K