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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
RZH
726
Relyea Zuckerberg Hanson
Connecticut
$252K
CPC
727
Cookson Peirce & Co
Pennsylvania
$251K
WSA
728
Warm Springs Advisors
California
$250K
CAG
729
Crestwood Advisors Group
Massachusetts
$247K
TPWA
730
TRUE Private Wealth Advisors
Oregon
$247K
AIP
731
Ameritas Investment Partners
Nebraska
$246K
MOS
732
MGO One Seven
Ohio
$244K
PIA
733
Perennial Investment Advisors
California
$244K
CCG
734
Cypress Capital Group
Florida
$242K
JPG
735
Jordan Park Group
California
$241K
IA
736
IFP Advisors
Florida
$241K
PPWP
737
Premier Path Wealth Partners
New Jersey
$240K
KeyBank National Association
738
KeyBank National Association
Ohio
$240K
SAM
739
Seelaus Asset Management
New Jersey
$239K
SIS
740
Strategic Investment Solutions
Illinois
$238K
HCM
741
Howland Capital Management
Massachusetts
$236K
WPC
742
Wedmont Private Capital
Pennsylvania
$235K
JIP
743
Jaffetilchin Investment Partners
Florida
$234K
DWM
744
Diversify Wealth Management
Utah
$233K
MFWP
745
Mosaic Family Wealth Partners
Missouri
$233K
IHL
746
Investment House LLC
California
$232K
CNBT
747
Canandaigua National Bank & Trust
New York
$232K
AMBIA
748
Allen Mooney & Barnes Investment Advisors
Georgia
$232K
AIM
749
Allen Investment Management
New York
$232K
ARC
750
Advisor Resource Council
Texas
$231K