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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 %
GWMR
551
GC Wealth Management RIA
Massachusetts
$579K +$50.1K +582 +9%
WBC
552
Westpac Banking Corp
Australia
$577K +$215K +2,501 +59%
VCA
553
Verdence Capital Advisors
Maryland
$575K -$29.7K -345 -5%
SAM
554
Smith Asset Management
Florida
$573K – – –
DAS
555
Diversify Advisory Services
Utah
$572K +$10.9K +123 +2%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$567K -$21.1K -245 -4%
IA
557
Integrity Alliance
Iowa
$564K +$564K +6,559 New
NICM
558
Neo Ivy Capital Management
New York
$557K +$490K +5,697 +739%
CF
559
Centaurus Financial
California
$554K -$18.3K -212 -3%
CAM
560
Columbia Asset Management
Michigan
$550K -$232K -2,695 -30%
BFM
561
Boothbay Fund Management
New York
$549K +$334K +3,884 +155%
S
562
SignatureFD
Georgia
$535K -$1.55K -18 -0.3%
GKWIM
563
Gerber Kawasaki Wealth & Investment Management
California
$535K +$3.61K +42 +0.7%
SF
564
Summit Financial
New Jersey
$532K +$3.79K +44 +0.7%
Fisher Asset Management
565
Fisher Asset Management
Washington
$530K +$49K +570 +10%
TPCW
566
TD Private Client Wealth
New York
$516K +$774 +9 +0.2%
SSWM
567
Sheets Smith Wealth Management
North Carolina
$511K -$9.9K -115 -2%
CIA
568
Concurrent Investment Advisors
Florida
$511K -$39.5K -459 -7%
SIA
569
Strategic Investment Advisors
Michigan
$504K -$386K -4,485 -43%
QCG
570
Quadrant Capital Group
Ohio
$504K +$376K +4,373 +295%
KFA
571
Kapstone Financial Advisors
Ohio
$498K – – –
ASC
572
Atalanta Sosnoff Capital
New York
$494K +$64.6K +751 +15%
EF
573
Empowered Funds
Pennsylvania
$493K +$46.2K +537 +10%
EE
574
EWG Elevate
California
$492K -$10.3K -120 -2%
VF
575
Virtu Financial
New York
$490K +$490K +5,695 New
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