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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

more ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $25.4B → $20.7B (-$4.64B)

24% less call options, than puts

Call options by funds: $151M | Put options by funds: $197M

37% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 142

Holders
982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$151M
Puts
$197M
Net Calls
Net Calls Change

Top Buyers

1 +$397M
2 +$271M
3 +$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1 -$224M
2 -$151M
3 -$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
Change in
Stake
DEM
651
Disciplined Equity Management
Florida
$351K
S
652
Sachetta
Massachusetts
$346K
PA
653
Profund Advisors
Maryland
$346K
AWP
654
Axis Wealth Partners
Rhode Island
$346K
GI
655
GAMMA Investing
California
$342K
BWL
656
Bogart Wealth LLC
Virginia
$336K
CWG
657
Cornerstone Wealth Group
North Carolina
$336K
CG
658
Cynosure Group
Utah
$332K
CFM
659
Catalyst Funds Management
Australia
$331K
PNC
660
Park National Corp
Ohio
$330K
CRC
661
Curi RMB Capital
Illinois
$330K
LWA
662
Ledgewood Wealth Advisors
New Hampshire
$327K
CBB
663
Citizens Business Bank
California
$327K
NAM
664
Nexpoint Asset Management
Texas
$327K
CWG
665
Crown Wealth Group
North Carolina
$327K
IAIM
666
International Assets Investment Management
Florida
$326K
PA
667
Parallel Advisors
California
$323K
PWM
668
Perigon Wealth Management
California
$321K
RWB
669
RMR Wealth Builders
New Jersey
$317K
STA
670
Summit Trail Advisors
New York
$315K
CAMG
671
CWA Asset Management Group
Florida
$314K
DWM
672
Destination Wealth Management
California
$314K
AC
673
Aristeia Capital
Connecticut
$313K
CTC
674
Cetera Trust Company
Minnesota
$312K
MPM
675
MBB Public Markets
Illinois
$310K