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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
AUB
526
Atlantic Union Bankshares
Virginia
$689K -$15.3K -159 -2%
RCM
527
RNC Capital Management
California
$688K
B
528
Bailard
California
$683K -$11.1K -115 -1%
WS
529
Wedbush Securities
California
$683K -$8.58K -89 -1%
VSQM
530
V-Square Quantitative Management
Illinois
$681K +$86.6K +899 +13%
EFS
531
Essex Financial Services
Connecticut
$674K -$675 -7 -0.1%
AIC
532
Archer Investment Corporation
Indiana
$671K -$2.99K -31 -0.4%
ACA
533
Aptus Capital Advisors
Alabama
$667K +$231K +2,393 +45%
IWC
534
Integrated Wealth Concepts
Massachusetts
$666K -$196K -2,036 -21%
Fidelity International
535
Fidelity International
Bermuda
$666K +$211K +2,193 +40%
IBOK
536
Independence Bank of Kentucky
Kentucky
$665K
IAN
537
Integrated Advisors Network
Texas
$660K -$48.1K -499 -6%
MWM
538
Mindset Wealth Management
Indiana
$659K +$6.94K +72 +0.9%
EH
539
Equitable Holdings
New York
$654K -$34.6K -359 -5%
BCA
540
Bay Colony Advisors
Massachusetts
$653K -$27.1K -281 -4%
CAG
541
Csenge Advisory Group
Florida
$652K -$399K -4,137 -35%
MMA
542
Miracle Mile Advisors
California
$649K +$417K +4,330 +135%
TGAM
543
TBH Global Asset Management
Tennessee
$646K -$32.3K -335 -4%
SCM
544
Sterling Capital Management
North Carolina
$645K -$249K -2,589 -26%
BBVA
545
Banco Bilbao Vizcaya Argentaria
Spain
$643K +$27.6K +286 +4%
GT
546
Greenleaf Trust
Michigan
$634K -$17.6K -183 -2%
GAG
547
GM Advisory Group
New York
$628K -$46.9K -487 -6%
OWA
548
Outlook Wealth Advisors
Texas
$626K -$12.3K -128 -2%
BPWM
549
Badgley Phelps Wealth Managers
Washington
$626K -$11.9K -123 -2%
USAA
550
United Services Automobile Association
Texas
$622K +$704K +7,308 New

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.