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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$163M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$114M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$103M
4
BlackRock
BlackRock
New York
+$80.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$75.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$296M
2
UBS AM
UBS AM
Illinois
-$288M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.9M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
676
Ontario Teachers' Pension Plan Board
Ontario, Canada
$434K -$393K -3,742 -48%
AIM
677
Aspen Investment Management
Michigan
$434K +$9.88K +94 +2%
CWM
678
Cornerstone Wealth Management
Missouri
$433K – – –
AAS
679
Ameritas Advisory Services
Nebraska
$430K +$22.5K +214 +6%
DEM
680
Disciplined Equity Management
Florida
$429K – – –
PA
681
Pinnacle Associates
New York
$427K +$427K +4,065 New
ACM
682
Advisors Capital Management
New Jersey
$427K -$841 -8 -0.2%
BWP
683
Balboa Wealth Partners
Arizona
$424K +$203K +1,931 +92%
S
684
Sachetta
Massachusetts
$423K – – –
AWP
685
Axis Wealth Partners
Rhode Island
$422K +$422K +4,017 New
HI
686
Horizon Investments
North Carolina
$422K +$3.47K +33 +0.8%
BWL
687
Bogart Wealth LLC
Virginia
$417K -$11.8K -112 -3%
AAIS
688
ABN AMRO Investment Solutions
$412K +$1.58K +15 +0.4%
CWG
689
Cornerstone Wealth Group
North Carolina
$410K +$1.37K +13 +0.3%
WAM
690
Walker Asset Management
Missouri
$407K +$2.42K +23 +0.6%
SG
691
Sienna Gestion
France
$404K – – –
Axa
692
Axa
France
$404K +$404K +3,840 New
PNC
693
Park National Corp
Ohio
$403K -$7.04K -67 -2%
CRC
694
Curi RMB Capital
Illinois
$401K -$105 -1 -0%
LWA
695
Ledgewood Wealth Advisors
New Hampshire
$400K – – –
CBB
696
Citizens Business Bank
California
$399K -$21K -200 -5%
NAM
697
Nexpoint Asset Management
Texas
$399K – – –
SB
698
Strategic Blueprint
Georgia
$399K +$8.2K +78 +2%
PA
699
Parallel Advisors
California
$396K +$6.31K +60 +2%
CWG
700
Crown Wealth Group
North Carolina
$395K +$1.26K +12 +0.3%
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