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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 %
ACA
526
Aptus Capital Advisors
Alabama
$667K +$206K +2,393 +45%
IWC
527
Integrated Wealth Concepts
Massachusetts
$666K -$175K -2,036 -21%
Fidelity International
528
Fidelity International
Bermuda
$666K +$189K +2,193 +40%
IBOK
529
Independence Bank of Kentucky
Kentucky
$665K – – –
IAN
530
Integrated Advisors Network
Texas
$660K -$42.9K -499 -6%
MWM
531
Mindset Wealth Management
Indiana
$659K +$6.2K +72 +0.9%
EH
532
Equitable Holdings
New York
$654K -$30.9K -359 -5%
BCA
533
Bay Colony Advisors
Massachusetts
$653K -$23.9K -281 -4%
CAG
534
Csenge Advisory Group
Florida
$652K -$348K -4,137 -35%
MMA
535
Miracle Mile Advisors
California
$649K +$373K +4,330 +135%
TGAM
536
TBH Global Asset Management
Tennessee
$646K -$28.8K -335 -4%
SCM
537
Sterling Capital Management
North Carolina
$645K -$223K -2,589 -26%
BBVA
538
Banco Bilbao Vizcaya Argentaria
Spain
$643K +$24.6K +286 +4%
GT
539
Greenleaf Trust
Michigan
$634K -$15.7K -183 -2%
GAG
540
GM Advisory Group
New York
$628K -$41.9K -487 -6%
OWA
541
Outlook Wealth Advisors
Texas
$626K -$11K -128 -2%
BPWM
542
Badgley Phelps Wealth Managers
Washington
$626K -$10.6K -123 -2%
USAA
543
United Services Automobile Association
Texas
$622K +$622K +7,308 New
I
544
InceptionR
California
$621K +$621K +7,214 New
BPA
545
Beacon Pointe Advisors
California
$617K -$10.4K -121 -2%
CCM
546
Coldstream Capital Management
Washington
$611K -$6.88K -80 -1%
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$609K +$12.2K +142 +2%
WSFS
548
Wilmington Savings Fund Society
Delaware
$606K -$516 -6 -0.1%
FG
549
Fiduciary Group
Georgia
$602K – – –
EI
550
Ellevest Inc
New York
$586K -$24.3K -283 -4%
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