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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
AMG
701
Advisors Management Group
Wisconsin
$285K
SWP
702
Stratos Wealth Partners
Ohio
$285K
SWM
703
SeaCrest Wealth Management
New York
$282K
WT
704
Whittier Trust
California
$281K
MAS
705
Meeder Advisory Services
Ohio
$278K
BFA
706
Beaumont Financial Advisors
Massachusetts
$277K
KFGK
707
Keystone Financial Group (Kentucky)
Kentucky
$274K
CBA
708
Coastal Bridge Advisors
Connecticut
$272K
SFG
709
Sovereign Financial Group
Connecticut
$271K
JCM
710
Jacobi Capital Management
Pennsylvania
$270K
KWS
711
Keystone Wealth Services
California
$269K
CW
712
CreativeOne Wealth
Kansas
$268K
AIS
713
American Investment Services
Massachusetts
$267K
FCM
714
Fortis Capital Management
Washington
$266K
DAS
715
Dynamic Advisor Solutions
Arizona
$265K
CFG
716
Cooper Financial Group
California
$262K
CYG
717
Clean Yield Group
Vermont
$260K
FTWA
718
Fifth Third Wealth Advisors
Ohio
$259K
API
719
Asset Planning Inc
California
$258K
IAS
720
IMA Advisory Services
Colorado
$256K
IF
721
Intrua Financial
Texas
$255K
BIG
722
Brooklyn Investment Group
New York
$254K
CI
723
Cigna Investments
Connecticut
$253K
COCM
724
Charter Oak Capital Management
New Hampshire
$252K
LSIA
725
LaSalle St. Investment Advisors
Illinois
$252K