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Iron Mountain

995 hedge funds and large institutions have $21.1B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 349 increasing their positions, 402 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 80.87%83.58% (+2.7%)

7% less funds holding

Funds holding: 1,065995 (-70)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 402

17% less capital invested

Capital invested by funds: $25.4B → $21.1B (-$4.31B)

24% less call options, than puts

Call options by funds: $151M | Put options by funds: $197M

38% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 143

Holders
995
Holders Change
-70
Holders Change %
-6.57%
% 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
0.13%
New
88
Increased
349
Reduced
402
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
576
Strategic Investment Advisors
Michigan
$504K -$432K -4,485 -43%
QCG
577
Quadrant Capital Group
Ohio
$504K +$421K +4,373 +295%
KFA
578
Kapstone Financial Advisors
Ohio
$498K
ASC
579
Atalanta Sosnoff Capital
New York
$494K +$72.4K +751 +15%
EF
580
Empowered Funds
Pennsylvania
$493K +$51.7K +537 +10%
EE
581
EWG Elevate
California
$492K -$11.6K -120 -2%
VF
582
Virtu Financial
New York
$490K +$549K +5,695 New
FCP
583
Fidelis Capital Partners
Florida
$489K -$61.9K -642 -10%
AWA
584
Arete Wealth Advisors
Illinois
$487K -$167K -1,735 -23%
GSIAS
585
Garden State Investment Advisory Services
New Jersey
$482K +$96 +1 +0%
PFA
586
Pinnacle Family Advisors
Missouri
$481K +$1.93K +20 +0.4%
WT
587
Washington Trust
Rhode Island
$481K -$125K -1,300 -19%
FMP
588
Financial Management Professionals
Texas
$480K +$13.5K +140 +3%
GFM
589
GF Fund Management
China
$478K +$22K +228 +4%
WWG
590
West Wealth Group
California
$478K +$48.2K +500 +10%
ST
591
Somerset Trust
Pennsylvania
$473K +$78.6K +816 +17%
WIA
592
World Investment Advisors
California
$472K -$294K -3,050 -36%
OIA
593
OneDigital Investment Advisors
Kansas
$467K -$25.7K -267 -5%
RMDI
594
R.M. Davis Inc
Maine
$466K
NS
595
NBC Securities
Alabama
$466K +$522K +5,422 +108,440%
BP
596
Ballentine Partners
Massachusetts
$464K -$37.9K -393 -7%
CG
597
Caprock Group
Idaho
$462K -$218K -2,262 -30%
ECM
598
Estabrook Capital Management
New York
$459K
EC
599
EntryPoint Capital
New York
$457K +$512K +5,311 New
AAG
600
Armstrong Advisory Group
Massachusetts
$456K

IRM Hedge Fund Activity: Q1 2025 in Review

995 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2025, worth a combined $21.1B — down 17% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of IRM and 88 opened new positions — a net loss of 55 holders — while 402 trimmed existing stakes and 349 added.

The largest buyer was Fidelity Investments, adding an estimated $445M. The largest seller was AGF Management, exiting entirely with an estimated $224M sold.

  • 995 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,065 in Q4 2024.
  • Funds reported $21.1B of Iron Mountain stock for Q1 2025, down 17% quarter-over-quarter.
  • 88 funds opened new Iron Mountain positions in Q1 2025 and 143 closed out, a net change of -55 holders.
  • The largest Iron Mountain buyer in Q1 2025 was Fidelity Investments, an estimated $445M added.
  • The largest Iron Mountain seller in Q1 2025 was AGF Management, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2025.