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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 %
SGAM
476
Smith Group Asset Management
Texas
$860K – – –
Federated Hermes
477
Federated Hermes
Pennsylvania
$856K -$2.93M -34,107 -77%
MA
478
Montag & Associates
Georgia
$855K – – –
SW
479
SVB Wealth
Massachusetts
$850K -$85.9K -998 -9%
HWM
480
HB Wealth Management
Georgia
$837K +$158K +1,832 +23%
BIA
481
Beacon Investment Advisors
Maryland
$834K +$16.4K +191 +2%
DC
482
Davenport & Co
Virginia
$832K -$1.36M -15,796 -62%
P
483
&Partners
Tennessee
$827K +$13.8K +162 +2%
HBT
484
Heartland Bank & Trust
Illinois
$817K +$116K +1,353 +17%
Envestnet Portfolio Solutions
485
Envestnet Portfolio Solutions
Illinois
$810K -$294K -3,415 -27%
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$804K +$2.15K +25 +0.3%
SSWM
487
Strait & Sound Wealth Management
California
$792K +$7.4K +86 +0.9%
VA
488
Vident Advisory
Georgia
$792K +$420K +4,887 +113%
HI
489
Harbour Investments
Wisconsin
$790K -$174K -2,024 -18%
UWPG
490
Ullmann Wealth Partners Group
Florida
$789K +$4.3K +50 +0.5%
CIAS
491
Capital Investment Advisory Services
North Carolina
$781K +$68.8K +800 +10%
FFA
492
Founders Financial Alliance
North Carolina
$777K +$1.89K +22 +0.2%
MCM
493
MAI Capital Management
Ohio
$774K -$333K -3,872 -30%
OC
494
Oppenheimer & Co
New York
$772K -$345K -4,012 -31%
SFA
495
Sequoia Financial Advisors
Ohio
$763K +$49.9K +580 +7%
CCA
496
Checchi Capital Advisers
California
$763K +$71.8K +835 +10%
GT
497
Glenmede Trust
Pennsylvania
$759K +$151K +1,750 +25%
CRI
498
Colonial River Investments
Virginia
$757K -$449K -5,223 -37%
PCM
499
Princeton Capital Management
New Jersey
$756K -$126K -1,465 -14%
HA
500
Herold Advisors
New York
$753K +$86 +1 +0%
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