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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 %
WG
626
Welch Group
Alabama
$386K – – –
Koshinski Asset Management
627
Koshinski Asset Management
Illinois
$385K +$5.08K +59 +1%
TFA
628
Teamwork Financial Advisors
Texas
$384K -$2.58K -30 -0.7%
MYAM
629
Meiji Yasuda Asset Management
Japan
$383K -$66.9K -777 -15%
HNB
630
Huntington National Bank
Ohio
$380K +$95.5K +1,110 +34%
TL
631
Tradewinds LLC
North Carolina
$380K – – –
CWM
632
Cornerstone Wealth Management
Missouri
$379K +$24.8K +288 +7%
AIA
633
Armor Investment Advisors
North Carolina
$377K -$12.2K -142 -3%
MGP
634
M&G plc
United Kingdom
$376K +$376K +4,376 New
SWM
635
SFG Wealth Management
Maryland
$372K – – –
SWM
636
Sculati Wealth Management
Michigan
$372K – – –
Fayez Sarofim & Co
637
Fayez Sarofim & Co
Texas
$372K -$201K -2,336 -35%
AAS
638
Ameritas Advisory Services
Nebraska
$371K +$7.89K +89 +2%
NI
639
NCP Inc
California
$370K +$1.81K +21 +0.5%
SF
640
Symphony Financial
Texas
$368K -$1.17M -13,535 -76%
BWM
641
BCO Wealth Management
New Mexico
$368K – – –
PWMG
642
Prestige Wealth Management Group
New Jersey
$367K +$8.86K +103 +2%
HI
643
Horizon Investments
North Carolina
$363K +$17.4K +202 +5%
CPIG
644
Chicago Partners Investment Group
Illinois
$361K +$31K +319 +9%
SI
645
Stephens Inc
Arkansas
$360K +$172 +2 +0%
LMKC
646
L.M. Kohn & Company
Ohio
$359K – – –
KCPG
647
Kavar Capital Partners Group
Kansas
$357K – – –
SPC
648
Sigma Planning Corp
Michigan
$356K +$74.7K +868 +27%
WA
649
Wambolt & Associates
Colorado
$352K -$21.6K -249 -6%
PA
650
Pinnacle Associates
New York
$352K +$2.15K +25 +0.6%
24 25
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