We are live on ! Find out more
IRM icon

Iron Mountain

995 hedge funds and large institutions have $21.1B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 349 increasing their positions, 402 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 80.87%83.58% (+2.7%)

7% less funds holding

Funds holding: 1,065995 (-70)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 402

17% less capital invested

Capital invested by funds: $25.4B → $21.1B (-$4.31B)

24% less call options, than puts

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

38% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 143

Holders
995
Holders Change
-70
Holders Change %
-6.57%
% 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
0.13%
New
88
Increased
349
Reduced
402
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
676
RMR Wealth Builders
New Jersey
$317K -$9.83K -102 -3%
STA
677
Summit Trail Advisors
New York
$315K -$201K -2,085 -37%
CAMG
678
CWA Asset Management Group
Florida
$314K -$956K -9,921 -73%
DWM
679
Destination Wealth Management
California
$314K
AC
680
Aristeia Capital
Connecticut
$313K +$68.8K +714 +24%
SI
681
Severin Investments
Missouri
$312K +$17.5K +182 +5%
CTC
682
Cetera Trust Company
Minnesota
$312K
MPM
683
MBB Public Markets
Illinois
$310K +$347K +3,604 New
BRWM
684
Blue Rock Wealth Management
North Carolina
$310K
CGL
685
Clarius Group LLC
Washington
$309K +$156K +1,623 +82%
SB
686
Strategic Blueprint
Georgia
$309K -$19.9K -206 -5%
MG
687
Marex Group
$308K -$88.7K -920 -20%
MCM
688
Monument Capital Management
Virginia
$306K -$514K -5,336 -60%
PWM
689
Palacios Wealth Management
Florida
$303K
OBWG
690
Onyx Bridge Wealth Group
New York
$303K -$13.6K -141 -4%
AA
691
Aire Advisors
California
$302K -$18.5K -192 -5%
EGA
692
E&G Advisors
Texas
$301K -$19.3K -200 -5%
LRIC
693
Long Road Investment Counsel
Michigan
$301K +$337K +3,500 New
PTC
694
Philadelphia Trust Company
Pennsylvania
$301K
RCM
695
Raleigh Capital Management
North Carolina
$300K -$3.95K -41 -1%
LIG
696
Lokken Investment Group
Delaware
$299K +$482 +5 +0.1%
RWPA
697
Richard W. Paul & Associates
Michigan
$296K -$2.6K -27 -0.8%
MWM
698
Mission Wealth Management
California
$296K -$385 -4 -0.1%
NI
699
Natural Investments
California
$296K +$1.06K +11 +0.3%
MBTD
700
Mechanics Bank - Trust Department
California
$295K +$330K +3,428 New

IRM Hedge Fund Activity: Q1 2025 in Review

995 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2025, worth a combined $21.1B — down 17% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of IRM and 88 opened new positions — a net loss of 55 holders — while 402 trimmed existing stakes and 349 added.

The largest buyer was Fidelity Investments, adding an estimated $445M. The largest seller was AGF Management, exiting entirely with an estimated $224M sold.

  • 995 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,065 in Q4 2024.
  • Funds reported $21.1B of Iron Mountain stock for Q1 2025, down 17% quarter-over-quarter.
  • 88 funds opened new Iron Mountain positions in Q1 2025 and 143 closed out, a net change of -55 holders.
  • The largest Iron Mountain buyer in Q1 2025 was Fidelity Investments, an estimated $445M added.
  • The largest Iron Mountain seller in Q1 2025 was AGF Management, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2025.