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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 %
GSEP
601
Golden State Equity Partners
California
$443K -$13.1K -152 -3%
NP
602
NorthRock Partners
Minnesota
$440K +$11.4K +131 +3%
HW
603
Hancock Whitney
Mississippi
$438K -$574K -6,668 -57%
LW
604
Linscomb Wealth
Texas
$433K +$433K +5,033 New
NAMNJ
605
NorthStar Asset Management (New Jersey)
New Jersey
$431K – – –
NFG
606
Nations Financial Group
Iowa
$431K -$81K -941 -16%
PWP
607
Perfromance Wealth Partners
Illinois
$431K – – –
DFCM
608
Dark Forest Capital Management
Puerto Rico
$430K +$430K +4,994 New
BBHC
609
Brown Brothers Harriman & Co
New York
$428K -$49.6K -577 -10%
AI
610
Atria Investments
North Carolina
$428K -$1.06M -12,375 -71%
BHPW
611
Beverly Hills Private Wealth
California
$420K -$3.7K -43 -0.9%
AAIS
612
ABN AMRO Investment Solutions
$416K +$79K +918 +23%
FIM
613
Freedom Investment Management
Connecticut
$416K +$16.7K +194 +4%
FFA
614
Farther Finance Advisors
California
$415K +$16.1K +185 +4%
AGA
615
Accuvest Global Advisors
Utah
$411K +$411K +4,776 New
HH
616
Hilltop Holdings
Texas
$409K -$204K -2,372 -33%
PFG
617
Putney Financial Group
California
$407K -$16.6K -193 -4%
HNWAG
618
High Net Worth Advisory Group
Florida
$404K – – –
ACM
619
Advisors Capital Management
New Jersey
$397K +$47.6K +553 +14%
FFO
620
Fortitude Family Office
Arizona
$397K -$352K -4,086 -47%
FC
621
Farringdon Capital
United Kingdom
$391K +$391K +4,540 New
PFS
622
Prospera Financial Services
Texas
$390K +$124K +1,445 +47%
AIM
623
Aspen Investment Management
Michigan
$390K +$34.6K +402 +10%
Kovitz Investment Group Partners
624
Kovitz Investment Group Partners
Illinois
$388K +$29.9K +348 +8%
ESB
625
Essex Savings Bank
Connecticut
$387K -$12.9K -150 -3%
23 24
25
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