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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
GSEP
601
Golden State Equity Partners
California
$443K
NP
602
NorthRock Partners
Minnesota
$440K
HW
603
Hancock Whitney
Mississippi
$438K
LW
604
Linscomb Wealth
Texas
$433K
NAMNJ
605
NorthStar Asset Management (New Jersey)
New Jersey
$431K
NFG
606
Nations Financial Group
Iowa
$431K
PWP
607
Perfromance Wealth Partners
Illinois
$431K
DFCM
608
Dark Forest Capital Management
Puerto Rico
$430K
BBHC
609
Brown Brothers Harriman & Co
New York
$428K
AI
610
Atria Investments
North Carolina
$428K
BHPW
611
Beverly Hills Private Wealth
California
$420K
AAIS
612
ABN AMRO Investment Solutions
$416K
FIM
613
Freedom Investment Management
Connecticut
$416K
FFA
614
Farther Finance Advisors
California
$415K
AGA
615
Accuvest Global Advisors
Utah
$411K
HH
616
Hilltop Holdings
Texas
$409K
PFG
617
Putney Financial Group
California
$407K
HNWAG
618
High Net Worth Advisory Group
Florida
$404K
ACM
619
Advisors Capital Management
New Jersey
$397K
FFO
620
Fortitude Family Office
Arizona
$397K
FC
621
Farringdon Capital
United Kingdom
$391K
PFS
622
Prospera Financial Services
Texas
$390K
AIM
623
Aspen Investment Management
Michigan
$390K
Kovitz Investment Group Partners
624
Kovitz Investment Group Partners
Illinois
$388K
ESB
625
Essex Savings Bank
Connecticut
$387K