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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
BRWM
676
Blue Rock Wealth Management
North Carolina
$310K
CGL
677
Clarius Group LLC
Washington
$309K
SB
678
Strategic Blueprint
Georgia
$309K
MCM
679
Monument Capital Management
Virginia
$306K
PWM
680
Palacios Wealth Management
Florida
$303K
OBWG
681
Onyx Bridge Wealth Group
New York
$303K
AA
682
Aire Advisors
California
$302K
EGA
683
E&G Advisors
Texas
$301K
LRIC
684
Long Road Investment Counsel
Michigan
$301K
PTC
685
Philadelphia Trust Company
Pennsylvania
$301K
RCM
686
Raleigh Capital Management
North Carolina
$300K
LIG
687
Lokken Investment Group
Delaware
$299K
RWPA
688
Richard W. Paul & Associates
Michigan
$296K
MWM
689
Mission Wealth Management
California
$296K
NI
690
Natural Investments
California
$296K
MBTD
691
Mechanics Bank - Trust Department
California
$295K
RSWA
692
Robinson Smith Wealth Advisors
Maine
$295K
SEP
693
Southland Equity Partners
Missouri
$292K
FM
694
Foster & Motley
Ohio
$290K
RIS
695
Retirement Income Solutions
Michigan
$288K
AWM
696
Ameliora Wealth Management
Switzerland
$288K
GVAG
697
Great Valley Advisor Group
Delaware
$286K
BSTWA
698
Blake Schutter Theil Wealth Advisors
Ohio
$286K
ECM
699
Evergreen Capital Management
Washington
$285K
SFS
700
Sowell Financial Services
Arkansas
$285K