IRM icon

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 %
AMG
701
Advisors Management Group
Wisconsin
$285K – – –
SWP
702
Stratos Wealth Partners
Ohio
$285K +$10.2K +118 +4%
SWM
703
SeaCrest Wealth Management
New York
$282K -$216K -2,509 -43%
WT
704
Whittier Trust
California
$281K +$9.29K +108 +3%
MAS
705
Meeder Advisory Services
Ohio
$278K +$16.1K +187 +6%
BFA
706
Beaumont Financial Advisors
Massachusetts
$277K -$1.38K -16 -0.5%
KFGK
707
Keystone Financial Group (Kentucky)
Kentucky
$274K +$688 +8 +0.3%
CBA
708
Coastal Bridge Advisors
Connecticut
$272K +$272K +3,158 New
SFG
709
Sovereign Financial Group
Connecticut
$271K +$258 +3 +0.1%
JCM
710
Jacobi Capital Management
Pennsylvania
$270K +$258 +3 +0.1%
KWS
711
Keystone Wealth Services
California
$269K – – –
CW
712
CreativeOne Wealth
Kansas
$268K -$585K -6,796 -69%
AIS
713
American Investment Services
Massachusetts
$267K – – –
FCM
714
Fortis Capital Management
Washington
$266K +$266K +3,089 New
DAS
715
Dynamic Advisor Solutions
Arizona
$265K +$53.3K +619 +25%
CFG
716
Cooper Financial Group
California
$262K +$7.74K +90 +3%
CYG
717
Clean Yield Group
Vermont
$260K -$1.72K -20 -0.7%
FTWA
718
Fifth Third Wealth Advisors
Ohio
$259K +$9.9K +115 +4%
API
719
Asset Planning Inc
California
$258K – – –
IAS
720
IMA Advisory Services
Colorado
$256K – – –
IF
721
Intrua Financial
Texas
$255K +$774 +9 +0.3%
BIG
722
Brooklyn Investment Group
New York
$254K +$34.5K +401 +16%
CI
723
Cigna Investments
Connecticut
$253K -$4.57K -53 -2%
COCM
724
Charter Oak Capital Management
New Hampshire
$252K +$602 +7 +0.2%
LSIA
725
LaSalle St. Investment Advisors
Illinois
$252K -$41.7K -485 -14%
27 28
29
30 31