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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
ACM
626
Advisors Capital Management
New Jersey
$397K +$53.3K +553 +14%
FFO
627
Fortitude Family Office
Arizona
$397K -$394K -4,086 -47%
FC
628
Farringdon Capital
United Kingdom
$391K +$437K +4,540 New
PFS
629
Prospera Financial Services
Texas
$390K +$139K +1,445 +47%
AIM
630
Aspen Investment Management
Michigan
$390K +$38.7K +402 +10%
Kovitz Investment Group Partners
631
Kovitz Investment Group Partners
Illinois
$388K +$33.5K +348 +8%
ESB
632
Essex Savings Bank
Connecticut
$387K -$14.5K -150 -3%
WG
633
Welch Group
Alabama
$386K
Koshinski Asset Management
634
Koshinski Asset Management
Illinois
$385K +$5.68K +59 +1%
TFA
635
Teamwork Financial Advisors
Texas
$384K -$2.89K -30 -0.7%
MYAM
636
Meiji Yasuda Asset Management
Japan
$383K -$74.9K -777 -15%
HNB
637
Huntington National Bank
Ohio
$380K +$107K +1,110 +34%
TL
638
Tradewinds LLC
North Carolina
$380K
CWM
639
Cornerstone Wealth Management
Missouri
$379K +$27.8K +288 +7%
AIA
640
Armor Investment Advisors
North Carolina
$377K -$13.7K -142 -3%
MGP
641
M&G plc
United Kingdom
$376K +$422K +4,376 New
SWM
642
SFG Wealth Management
Maryland
$372K
SWM
643
Sculati Wealth Management
Michigan
$372K
Fayez Sarofim & Co
644
Fayez Sarofim & Co
Texas
$372K -$225K -2,336 -35%
AAS
645
Ameritas Advisory Services
Nebraska
$371K +$8.58K +89 +2%
NI
646
NCP Inc
California
$370K +$2.02K +21 +0.5%
SF
647
Symphony Financial
Texas
$368K -$1.3M -13,535 -76%
BWM
648
BCO Wealth Management
New Mexico
$368K
PWMG
649
Prestige Wealth Management Group
New Jersey
$367K +$9.93K +103 +2%
HI
650
Horizon Investments
North Carolina
$363K +$19.5K +202 +5%

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.