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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
CPIG
651
Chicago Partners Investment Group
Illinois
$361K +$30.7K +319 +9%
SI
652
Stephens Inc
Arkansas
$360K +$193 +2 +0%
LMKC
653
L.M. Kohn & Company
Ohio
$359K
KCPG
654
Kavar Capital Partners Group
Kansas
$357K
SPC
655
Sigma Planning Corp
Michigan
$356K +$83.6K +868 +27%
WA
656
Wambolt & Associates
Colorado
$352K -$24K -249 -6%
PA
657
Pinnacle Associates
New York
$352K +$2.41K +25 +0.6%
DEM
658
Disciplined Equity Management
Florida
$351K
S
659
Sachetta
Massachusetts
$346K
PA
660
Profund Advisors
Maryland
$346K -$87.5K -908 -18%
AWP
661
Axis Wealth Partners
Rhode Island
$346K +$289 +3 +0.1%
GI
662
GAMMA Investing
California
$342K -$34.4K -357 -8%
BWL
663
Bogart Wealth LLC
Virginia
$336K -$6.17K -64 -2%
CWG
664
Cornerstone Wealth Group
North Carolina
$336K +$385 +4 +0.1%
CG
665
Cynosure Group
Utah
$332K +$95.3K +989 +35%
CFM
666
Catalyst Funds Management
Australia
$331K -$86.7K -900 -19%
PNC
667
Park National Corp
Ohio
$330K
CRC
668
Curi RMB Capital
Illinois
$330K
LWA
669
Ledgewood Wealth Advisors
New Hampshire
$327K
CBB
670
Citizens Business Bank
California
$327K
NAM
671
Nexpoint Asset Management
Texas
$327K
CWG
672
Crown Wealth Group
North Carolina
$327K +$3.76K +39 +1%
IAIM
673
International Assets Investment Management
Florida
$326K +$9.83K +102 +3%
PA
674
Parallel Advisors
California
$323K -$1.25K -13 -0.3%
PWM
675
Perigon Wealth Management
California
$321K -$34.3K -356 -9%

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.