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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
OPS
501
Orion Portfolio Solutions
Nebraska
$745K
BCI
502
Brinker Capital Investments
Pennsylvania
$745K
FFO
503
Fiduciary Family Office
Florida
$738K
FHA
504
Flagship Harbor Advisors
Massachusetts
$735K
MWPCG
505
Measured Wealth Private Client Group
New Hampshire
$734K
Capstone Investment Advisors
506
Capstone Investment Advisors
New York
$733K
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K
FFWM
508
Future Financial Wealth Management
Ohio
$724K
GCA
509
Genesee Capital Advisors
New York
$721K
WCM
510
WealthBridge Capital Management
Ohio
$719K
CPCM
511
Cardinal Point Capital Management
Ontario, Canada
$714K
IMCOOI
512
Investment Management Corp of Ontario (IMCO)
Canada
$713K
AP
513
Atwood & Palmer
Missouri
$710K
RSF
514
Rik Saylor Financial
Ohio
$707K
TWC
515
TD Waterhouse Canada
Ontario, Canada
$707K
ACA
516
Atlas Capital Advisors
Wyoming
$705K
PD
517
Point72 (DIFC)
United Arab Emirates
$703K
MC
518
Mathes Company
New York
$693K
AUB
519
Atlantic Union Bankshares
Virginia
$689K
RCM
520
RNC Capital Management
California
$688K
B
521
Bailard
California
$683K
WS
522
Wedbush Securities
California
$683K
VSQM
523
V-Square Quantitative Management
Illinois
$681K
EFS
524
Essex Financial Services
Connecticut
$674K
AIC
525
Archer Investment Corporation
Indiana
$671K