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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
FCP
576
Fidelis Capital Partners
Florida
$489K
AWA
577
Arete Wealth Advisors
Illinois
$487K
GSIAS
578
Garden State Investment Advisory Services
New Jersey
$482K
PFA
579
Pinnacle Family Advisors
Missouri
$481K
WT
580
Washington Trust
Rhode Island
$481K
FMP
581
Financial Management Professionals
Texas
$480K
GFM
582
GF Fund Management
China
$478K
WWG
583
West Wealth Group
California
$478K
ST
584
Somerset Trust
Pennsylvania
$473K
WIA
585
World Investment Advisors
California
$472K
OIA
586
OneDigital Investment Advisors
Kansas
$467K
RMDI
587
R.M. Davis Inc
Maine
$466K
NS
588
NBC Securities
Alabama
$466K
BP
589
Ballentine Partners
Massachusetts
$464K
CG
590
Caprock Group
Idaho
$462K
ECM
591
Estabrook Capital Management
New York
$459K
EC
592
EntryPoint Capital
New York
$457K
AAG
593
Armstrong Advisory Group
Massachusetts
$456K
PAM
594
Panagora Asset Management
Massachusetts
$455K
KWM
595
Kingsview Wealth Management
Oregon
$453K
OAM
596
Ostrum Asset Management
France
$451K
MSA
597
MUFG Securities Americas
New York
$447K
VR
598
Valued Retirements
Texas
$447K
AAM
599
Augustine Asset Management
Florida
$446K
TYCC
600
Texas Yale Capital Corp
Florida
$444K