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Iron Mountain
IRM

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
BlackRock
BlackRock
New York
+$271M
3
CAM
Contour Asset Management
New York
+$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$224M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$151M
3
Capital World Investors
Capital World Investors
California
-$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 		Shares
Change %
BRWM
676
Blue Rock Wealth Management
North Carolina
$310K – – –
CGL
677
Clarius Group LLC
Washington
$309K +$140K +1,623 +82%
SB
678
Strategic Blueprint
Georgia
$309K -$17.7K -206 -5%
MCM
679
Monument Capital Management
Virginia
$306K -$459K -5,336 -60%
PWM
680
Palacios Wealth Management
Florida
$303K – – –
OBWG
681
Onyx Bridge Wealth Group
New York
$303K -$12.1K -141 -4%
AA
682
Aire Advisors
California
$302K -$16.5K -192 -5%
EGA
683
E&G Advisors
Texas
$301K -$17.2K -200 -5%
LRIC
684
Long Road Investment Counsel
Michigan
$301K +$301K +3,500 New
PTC
685
Philadelphia Trust Company
Pennsylvania
$301K – – –
RCM
686
Raleigh Capital Management
North Carolina
$300K -$3.53K -41 -1%
LIG
687
Lokken Investment Group
Delaware
$299K +$430 +5 +0.1%
RWPA
688
Richard W. Paul & Associates
Michigan
$296K -$2.32K -27 -0.8%
MWM
689
Mission Wealth Management
California
$296K -$344 -4 -0.1%
NI
690
Natural Investments
California
$296K +$944 +11 +0.3%
MBTD
691
Mechanics Bank - Trust Department
California
$295K +$295K +3,428 New
RSWA
692
Robinson Smith Wealth Advisors
Maine
$295K +$71K +825 +32%
SEP
693
Southland Equity Partners
Missouri
$292K +$430 +5 +0.1%
FM
694
Foster & Motley
Ohio
$290K -$2.15K -25 -0.7%
RIS
695
Retirement Income Solutions
Michigan
$288K – – –
AWM
696
Ameliora Wealth Management
Switzerland
$288K +$280K +3,250 +3,250%
GVAG
697
Great Valley Advisor Group
Delaware
$286K +$64.1K +745 +29%
BSTWA
698
Blake Schutter Theil Wealth Advisors
Ohio
$286K -$86K -1,000 -23%
ECM
699
Evergreen Capital Management
Washington
$285K +$24.4K +283 +9%
SFS
700
Sowell Financial Services
Arkansas
$285K +$285K +3,314 New
26 27
28
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