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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 %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$57.1M +$2.31M +26,795 +4%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$56.7M -$21.5M -279,321 -27%
Barclays
53
Barclays
United Kingdom
$55.4M +$20.5M +238,625 +59%
LPL Financial
54
LPL Financial
California
$54.3M +$5.33M +61,974 +11%
Wells Fargo
55
Wells Fargo
California
$52.3M -$4.54M -52,713 -8%
AllianceBernstein
56
AllianceBernstein
Tennessee
$51.6M +$3.78M +43,882 +8%
AAMU
57
APG Asset Management US
New York
$50.6M +$5.91M +67,966 +13%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$49.7M +$6.97M +81,027 +16%
Asset Management One
59
Asset Management One
Japan
$47.8M -$648K -7,527 -1%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$47.6M +$16.1M +186,880 +51%
HRES
61
Heitman Real Estate Securities
Illinois
$46.5M +$33.4M +388,353 +256%
Nomura Asset Management
62
Nomura Asset Management
Japan
$42.9M +$2.02M +23,518 +5%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$42.8M -$231K -2,688 -0.5%
BTCPP
64
Border to Coast Pensions Partnership
United Kingdom
$41.3M +$1.72M +20,000 +4%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$41.2M -$1.48M -17,255 -3%
American Century Companies
66
American Century Companies
Missouri
$41.2M -$12.6M -146,279 -23%
National Pension Service
67
National Pension Service
South Korea
$40.7M +$6.03M +70,108 +17%
IIM
68
INTECH Investment Management
Florida
$38.6M +$2.46M +28,561 +7%
Canada Life
69
Canada Life
Manitoba, Canada
$38.3M +$696K +8,072 +2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$37.1M -$307K -3,569 -0.8%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$36.9M +$9.89M +114,692 +37%
UBS AM
72
UBS AM
Illinois
$36.3M -$327K -3,800 -0.9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$36M -$18.3M -212,173 -34%
Raymond James Financial
74
Raymond James Financial
Florida
$33.3M -$11.9M -138,561 -26%
Universal-Beteiligungs- und Servicegesellschaft
75
Universal-Beteiligungs- und Servicegesellschaft
Germany
$31.6M -$859K -9,979 -3%
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