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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$163M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$114M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$103M
4
BlackRock
BlackRock
New York
+$80.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$75.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$296M
2
UBS AM
UBS AM
Illinois
-$288M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.9M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
526
J.W. Cole Advisors
Florida
$912K -$93.2K -887 -9%
FIA
527
Foundations Investment Advisors
Arizona
$905K -$124K -1,180 -12%
WIA
528
World Investment Advisors
California
$897K +$407K +3,870 +83%
AC
529
Allstate Corporation
Illinois
$895K +$895K +8,513 New
BC
530
Bridgefront Capital
Texas
$877K +$877K +8,340 New
SFA
531
Sequoia Financial Advisors
Ohio
$872K +$68K +647 +8%
CIAS
532
Capital Investment Advisory Services
North Carolina
$871K -$18.1K -172 -2%
AP
533
Atwood & Palmer
Missouri
$867K – – –
RSF
534
Rik Saylor Financial
Ohio
$863K +$863K +8,212 New
AUB
535
Atlantic Union Bankshares
Virginia
$859K – – –
IAN
536
Integrated Advisors Network
Texas
$858K +$3.89K +37 +0.5%
MC
537
Mathes Company
New York
$856K – – –
HBT
538
Heartland Bank & Trust
Illinois
$855K -$28.1K -267 -3%
B
539
Bailard
California
$847K – – –
CCA
540
Checchi Capital Advisers
California
$844K -$32.6K -310 -4%
WS
541
Wedbush Securities
California
$844K +$20.2K +192 +2%
RCM
542
RNC Capital Management
California
$841K +$841K +8,001 New
EH
543
Equitable Holdings
New York
$837K +$2.84K +27 +0.3%
BCA
544
Bay Colony Advisors
Massachusetts
$836K -$154K -1,465 -16%
IWA
545
IBEX Wealth Advisors
New Jersey
$831K +$831K +7,908 New
HWM
546
HB Wealth Management
Georgia
$829K -$152K -1,446 -15%
TGAM
547
TBH Global Asset Management
Tennessee
$825K +$631 +6 +0.1%
EFS
548
Essex Financial Services
Connecticut
$824K -$105 -1 -0%
AIC
549
Archer Investment Corporation
Indiana
$823K +$3.26K +31 +0.4%
NW
550
NewEdge Wealth
Pennsylvania
$822K -$67K -637 -8%
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