IRM icon

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
DEM
651
Disciplined Equity Management
Florida
$351K
S
652
Sachetta
Massachusetts
$346K
PA
653
Profund Advisors
Maryland
$346K -$78.1K -908 -18%
AWP
654
Axis Wealth Partners
Rhode Island
$346K +$258 +3 +0.1%
GI
655
GAMMA Investing
California
$342K -$30.7K -357 -8%
BWL
656
Bogart Wealth LLC
Virginia
$336K -$5.51K -64 -2%
CWG
657
Cornerstone Wealth Group
North Carolina
$336K +$344 +4 +0.1%
CG
658
Cynosure Group
Utah
$332K +$85.1K +989 +35%
CFM
659
Catalyst Funds Management
Australia
$331K -$77.4K -900 -19%
PNC
660
Park National Corp
Ohio
$330K
CRC
661
Curi RMB Capital
Illinois
$330K
LWA
662
Ledgewood Wealth Advisors
New Hampshire
$327K
NAM
663
Nexpoint Asset Management
Texas
$327K
CBB
664
Citizens Business Bank
California
$327K
CWG
665
Crown Wealth Group
North Carolina
$327K +$3.36K +39 +1%
IAIM
666
International Assets Investment Management
Florida
$326K +$8.78K +102 +3%
PA
667
Parallel Advisors
California
$323K -$1.12K -13 -0.3%
PWM
668
Perigon Wealth Management
California
$321K -$30.6K -356 -9%
RWB
669
RMR Wealth Builders
New Jersey
$317K -$8.86K -102 -3%
STA
670
Summit Trail Advisors
New York
$315K -$182K -2,085 -37%
CAMG
671
CWA Asset Management Group
Florida
$314K -$854K -9,921 -73%
DWM
672
Destination Wealth Management
California
$314K
AC
673
Aristeia Capital
Connecticut
$313K +$61.4K +714 +24%
CTC
674
Cetera Trust Company
Minnesota
$312K
MPM
675
MBB Public Markets
Illinois
$310K +$310K +3,604 New