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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
PFA
476
Pathway Financial Advisers
Indiana
$893K -$216K -2,245 -18%
PT
477
Plimoth Trust
Massachusetts
$889K
LFAS
478
Level Four Advisory Services
Texas
$888K -$2.02K -21 -0.2%
TC
479
TownSquare Capital
Utah
$869K -$22.6K -235 -2%
SGAM
480
Smith Group Asset Management
Texas
$860K
Federated Hermes
481
Federated Hermes
Pennsylvania
$856K -$3.29M -34,107 -77%
MA
482
Montag & Associates
Georgia
$855K
SW
483
SVB Wealth
Massachusetts
$850K -$96.2K -998 -9%
HWM
484
HB Wealth Management
Georgia
$837K +$177K +1,832 +23%
BIA
485
Beacon Investment Advisors
Maryland
$834K +$18.4K +191 +2%
VCP
486
Verus Capital Partners
Arizona
$833K -$17.1K -177 -2%
DC
487
Davenport & Co
Virginia
$832K -$1.52M -15,796 -62%
P
488
&Partners
Tennessee
$827K +$15.6K +162 +2%
HBT
489
Heartland Bank & Trust
Illinois
$817K +$130K +1,353 +17%
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$810K -$329K -3,415 -27%
IFG
491
Independent Financial Group
California
$807K -$613K -6,359 -40%
NMIMC
492
Northwestern Mutual Investment Management Company
Wisconsin
$804K +$2.41K +25 +0.3%
SSWM
493
Strait & Sound Wealth Management
California
$792K +$8.29K +86 +0.9%
VA
494
Vident Advisory
Georgia
$792K +$471K +4,887 +113%
HI
495
Harbour Investments
Wisconsin
$790K -$195K -2,024 -18%
UWPG
496
Ullmann Wealth Partners Group
Florida
$789K +$4.82K +50 +0.5%
CIAS
497
Capital Investment Advisory Services
North Carolina
$781K +$77.1K +800 +10%
FFA
498
Founders Financial Alliance
North Carolina
$777K +$2.12K +22 +0.2%
MCM
499
MAI Capital Management
Ohio
$774K -$373K -3,872 -30%
OC
500
Oppenheimer & Co
New York
$772K -$387K -4,012 -31%

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.