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Iron Mountain

994 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, 401 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: 1,064994 (-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: 401

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
994
Holders Change
-70
Holders Change %
-6.58%
% of All Funds
13.33%
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
401
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
AEW Capital Management
Massachusetts
$57.6M -$927K -9,620 -1%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$57.1M +$2.58M +26,795 +4%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$56.7M -$26.9M -279,321 -27%
Barclays
54
Barclays
United Kingdom
$55.4M +$23M +238,625 +59%
LPL Financial
55
LPL Financial
California
$54.3M +$5.97M +61,974 +11%
Wells Fargo
56
Wells Fargo
California
$52.3M -$5.08M -52,713 -8%
AllianceBernstein
57
AllianceBernstein
Tennessee
$51.6M +$4.23M +43,882 +8%
AAMU
58
APG Asset Management US
New York
$50.6M +$6.55M +67,966 +13%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$49.7M +$7.81M +81,027 +16%
Asset Management One
60
Asset Management One
Japan
$47.8M -$725K -7,527 -1%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$47.6M +$18M +186,880 +51%
HRES
62
Heitman Real Estate Securities
Illinois
$46.5M +$37.4M +388,353 +256%
Nomura Asset Management
63
Nomura Asset Management
Japan
$42.9M +$2.27M +23,518 +5%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$42.8M -$259K -2,688 -0.5%
BTCPP
65
Border to Coast Pensions Partnership
United Kingdom
$41.3M +$1.93M +20,000 +4%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$41.2M -$1.66M -17,255 -3%
American Century Companies
67
American Century Companies
Missouri
$41.2M -$14.1M -146,279 -23%
National Pension Service
68
National Pension Service
South Korea
$40.7M +$6.76M +70,108 +17%
IIM
69
INTECH Investment Management
Florida
$38.6M +$2.75M +28,561 +7%
Canada Life
70
Canada Life
Manitoba, Canada
$38.3M +$778K +8,072 +2%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$37.1M -$344K -3,569 -0.8%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$36.9M +$11.1M +114,692 +37%
UBS AM
73
UBS AM
Illinois
$36.3M -$366K -3,800 -0.9%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$36M -$20.4M -212,173 -34%
Raymond James Financial
75
Raymond James Financial
Florida
$33.3M -$13.4M -138,561 -26%

IRM Hedge Fund Activity: Q1 2025 in Review

994 of the 7,458 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 401 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.

  • 994 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,064 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.