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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 %
BCI
501
Brinker Capital Investments
Pennsylvania
$745K -$22.6K -263 -3%
OPS
502
Orion Portfolio Solutions
Nebraska
$745K -$22.6K -263 -3%
FFO
503
Fiduciary Family Office
Florida
$738K +$738K +8,582 New
FHA
504
Flagship Harbor Advisors
Massachusetts
$735K -$31.5K -366 -4%
MWPCG
505
Measured Wealth Private Client Group
New Hampshire
$734K -$70.1K -815 -9%
Capstone Investment Advisors
506
Capstone Investment Advisors
New York
$733K +$499K +5,805 +213%
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K +$728K +8,466 New
FFWM
508
Future Financial Wealth Management
Ohio
$724K -$138K -1,599 -16%
GCA
509
Genesee Capital Advisors
New York
$721K -$431K -5,010 -37%
WCM
510
WealthBridge Capital Management
Ohio
$719K -$415K -4,829 -37%
CPCM
511
Cardinal Point Capital Management
Ontario, Canada
$714K -$174K -2,000 -20%
IMCOOI
512
Investment Management Corp of Ontario (IMCO)
Canada
$713K -$1.95M -22,653 -73%
AP
513
Atwood & Palmer
Missouri
$710K – – –
RSF
514
Rik Saylor Financial
Ohio
$707K +$860 +10 +0.1%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$707K -$2.13M -24,577 -75%
ACA
516
Atlas Capital Advisors
Wyoming
$705K -$42.1K -489 -6%
PD
517
Point72 (DIFC)
United Arab Emirates
$703K +$703K +8,171 New
MC
518
Mathes Company
New York
$693K -$8.61K -100 -1%
AUB
519
Atlantic Union Bankshares
Virginia
$689K -$13.7K -159 -2%
RCM
520
RNC Capital Management
California
$688K – – –
B
521
Bailard
California
$683K -$9.9K -115 -1%
WS
522
Wedbush Securities
California
$683K -$7.65K -89 -1%
VSQM
523
V-Square Quantitative Management
Illinois
$681K +$77.4K +899 +13%
EFS
524
Essex Financial Services
Connecticut
$674K -$602 -7 -0.1%
AIC
525
Archer Investment Corporation
Indiana
$671K -$2.67K -31 -0.4%
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