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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 %
FCP
576
Fidelis Capital Partners
Florida
$489K -$56.3K -642 -10%
AWA
577
Arete Wealth Advisors
Illinois
$487K -$149K -1,735 -23%
GSIAS
578
Garden State Investment Advisory Services
New Jersey
$482K +$87 +1 +0%
PFA
579
Pinnacle Family Advisors
Missouri
$481K +$1.72K +20 +0.4%
WT
580
Washington Trust
Rhode Island
$481K -$112K -1,300 -19%
FMP
581
Financial Management Professionals
Texas
$480K +$12K +140 +3%
GFM
582
GF Fund Management
China
$478K +$19.6K +228 +4%
WWG
583
West Wealth Group
California
$478K +$43.4K +500 +10%
ST
584
Somerset Trust
Pennsylvania
$473K +$70.2K +816 +17%
WIA
585
World Investment Advisors
California
$472K -$262K -3,050 -36%
OIA
586
OneDigital Investment Advisors
Kansas
$467K -$23K -267 -5%
RMDI
587
R.M. Davis Inc
Maine
$466K – – –
NS
588
NBC Securities
Alabama
$466K +$466K +5,422 +108,440%
BP
589
Ballentine Partners
Massachusetts
$464K -$33.8K -393 -7%
CG
590
Caprock Group
Idaho
$462K -$197K -2,262 -30%
ECM
591
Estabrook Capital Management
New York
$459K – – –
EC
592
EntryPoint Capital
New York
$457K +$457K +5,311 New
AAG
593
Armstrong Advisory Group
Massachusetts
$456K – – –
PAM
594
Panagora Asset Management
Massachusetts
$455K – – –
KWM
595
Kingsview Wealth Management
Oregon
$453K -$32.8K -381 -7%
OAM
596
Ostrum Asset Management
France
$451K -$326K -3,784 -42%
MSA
597
MUFG Securities Americas
New York
$447K +$74.6K +867 +20%
VR
598
Valued Retirements
Texas
$447K – – –
AAM
599
Augustine Asset Management
Florida
$446K +$17.3K +201 +4%
TYCC
600
Texas Yale Capital Corp
Florida
$444K +$19.8K +230 +5%
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