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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
ACA
526
Aptus Capital Advisors
Alabama
$667K
IWC
527
Integrated Wealth Concepts
Massachusetts
$666K
Fidelity International
528
Fidelity International
Bermuda
$666K
IBOK
529
Independence Bank of Kentucky
Kentucky
$665K
IAN
530
Integrated Advisors Network
Texas
$660K
MWM
531
Mindset Wealth Management
Indiana
$659K
EH
532
Equitable Holdings
New York
$654K
BCA
533
Bay Colony Advisors
Massachusetts
$653K
CAG
534
Csenge Advisory Group
Florida
$652K
MMA
535
Miracle Mile Advisors
California
$649K
TGAM
536
TBH Global Asset Management
Tennessee
$646K
SCM
537
Sterling Capital Management
North Carolina
$645K
BBVA
538
Banco Bilbao Vizcaya Argentaria
Spain
$643K
GT
539
Greenleaf Trust
Michigan
$634K
GAG
540
GM Advisory Group
New York
$628K
OWA
541
Outlook Wealth Advisors
Texas
$626K
BPWM
542
Badgley Phelps Wealth Managers
Washington
$626K
USAA
543
United Services Automobile Association
Texas
$622K
I
544
InceptionR
California
$621K
BPA
545
Beacon Pointe Advisors
California
$617K
CCM
546
Coldstream Capital Management
Washington
$611K
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$609K
WSFS
548
Wilmington Savings Fund Society
Delaware
$606K
FG
549
Fiduciary Group
Georgia
$602K
EI
550
Ellevest Inc
New York
$586K