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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 %
RZH
726
Relyea Zuckerberg Hanson
Connecticut
$252K +$861 +10 +0.3%
CPC
727
Cookson Peirce & Co
Pennsylvania
$251K -$38.9M -451,633 -99%
WSA
728
Warm Springs Advisors
California
$250K +$28K +326 +13%
CAG
729
Crestwood Advisors Group
Massachusetts
$247K -$16.8K -195 -6%
TPWA
730
TRUE Private Wealth Advisors
Oregon
$247K -$57K -663 -19%
AIP
731
Ameritas Investment Partners
Nebraska
$246K – – –
MOS
732
MGO One Seven
Ohio
$244K -$1.87M -21,692 -88%
PIA
733
Perennial Investment Advisors
California
$244K +$25K +291 +11%
CCG
734
Cypress Capital Group
Florida
$242K -$1.72K -20 -0.7%
JPG
735
Jordan Park Group
California
$241K – – –
IA
736
IFP Advisors
Florida
$241K -$139K -1,614 -37%
PPWP
737
Premier Path Wealth Partners
New Jersey
$240K -$4.65K -54 -2%
KeyBank National Association
738
KeyBank National Association
Ohio
$240K -$183K -2,128 -43%
SAM
739
Seelaus Asset Management
New Jersey
$239K +$6.45K +75 +3%
SIS
740
Strategic Investment Solutions
Illinois
$238K +$221K +2,563 +1,282%
HCM
741
Howland Capital Management
Massachusetts
$236K -$47.8K -552 -17%
WPC
742
Wedmont Private Capital
Pennsylvania
$235K -$36.1K -433 -13%
JIP
743
Jaffetilchin Investment Partners
Florida
$234K – – –
DWM
744
Diversify Wealth Management
Utah
$233K +$20.3K +230 +10%
MFWP
745
Mosaic Family Wealth Partners
Missouri
$233K +$57.9K +673 +33%
IHL
746
Investment House LLC
California
$232K – – –
CNBT
747
Canandaigua National Bank & Trust
New York
$232K +$47.3K +550 +26%
AMBIA
748
Allen Mooney & Barnes Investment Advisors
Georgia
$232K +$8.69K +101 +4%
AIM
749
Allen Investment Management
New York
$232K – – –
ARC
750
Advisor Resource Council
Texas
$231K +$231K +3,419 New
28 29
30
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