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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
GWMR
551
GC Wealth Management RIA
Massachusetts
$579K
WBC
552
Westpac Banking Corp
Australia
$577K
VCA
553
Verdence Capital Advisors
Maryland
$575K
SAM
554
Smith Asset Management
Florida
$573K
DAS
555
Diversify Advisory Services
Utah
$572K
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$567K
IA
557
Integrity Alliance
Iowa
$564K
NICM
558
Neo Ivy Capital Management
New York
$557K
CF
559
Centaurus Financial
California
$554K
CAM
560
Columbia Asset Management
Michigan
$550K
BFM
561
Boothbay Fund Management
New York
$549K
S
562
SignatureFD
Georgia
$535K
GKWIM
563
Gerber Kawasaki Wealth & Investment Management
California
$535K
SF
564
Summit Financial
New Jersey
$532K
Fisher Asset Management
565
Fisher Asset Management
Washington
$530K
TPCW
566
TD Private Client Wealth
New York
$516K
SSWM
567
Sheets Smith Wealth Management
North Carolina
$511K
CIA
568
Concurrent Investment Advisors
Florida
$511K
SIA
569
Strategic Investment Advisors
Michigan
$504K
QCG
570
Quadrant Capital Group
Ohio
$504K
KFA
571
Kapstone Financial Advisors
Ohio
$498K
ASC
572
Atalanta Sosnoff Capital
New York
$494K
EF
573
Empowered Funds
Pennsylvania
$493K
EE
574
EWG Elevate
California
$492K
VF
575
Virtu Financial
New York
$490K