IRM icon

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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$57.1M
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$56.7M
Barclays
53
Barclays
United Kingdom
$55.4M
LPL Financial
54
LPL Financial
California
$54.3M
Wells Fargo
55
Wells Fargo
California
$52.3M
AllianceBernstein
56
AllianceBernstein
Tennessee
$51.6M
AAMU
57
APG Asset Management US
New York
$50.6M
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$49.7M
Asset Management One
59
Asset Management One
Japan
$47.8M
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$47.6M
HRES
61
Heitman Real Estate Securities
Illinois
$46.5M
Nomura Asset Management
62
Nomura Asset Management
Japan
$42.9M
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$42.8M
BTCPP
64
Border to Coast Pensions Partnership
United Kingdom
$41.3M
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$41.2M
American Century Companies
66
American Century Companies
Missouri
$41.2M
National Pension Service
67
National Pension Service
South Korea
$40.7M
IIM
68
INTECH Investment Management
Florida
$38.6M
Canada Life
69
Canada Life
Manitoba, Canada
$38.3M
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$37.1M
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$36.9M
UBS AM
72
UBS AM
Illinois
$36.3M
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$36M
Raymond James Financial
74
Raymond James Financial
Florida
$33.3M
Universal-Beteiligungs- und Servicegesellschaft
75
Universal-Beteiligungs- und Servicegesellschaft
Germany
$31.6M