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Iron Mountain

995 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, 402 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: 1,065995 (-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: 402

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
995
Holders Change
-70
Holders Change %
-6.57%
% 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
0.13%
New
88
Increased
349
Reduced
402
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
726
Clean Yield Group
Vermont
$260K -$1.93K -20 -0.7%
FTWA
727
Fifth Third Wealth Advisors
Ohio
$259K +$11.1K +115 +4%
API
728
Asset Planning Inc
California
$258K
IAS
729
IMA Advisory Services
Colorado
$256K
IF
730
Intrua Financial
Texas
$255K +$867 +9 +0.3%
BIG
731
Brooklyn Investment Group
New York
$254K +$38.6K +401 +16%
CI
732
Cigna Investments
Connecticut
$253K -$5.11K -53 -2%
COCM
733
Charter Oak Capital Management
New Hampshire
$252K +$675 +7 +0.2%
LSIA
734
LaSalle St. Investment Advisors
Illinois
$252K -$46.7K -485 -14%
RZH
735
Relyea Zuckerberg Hanson
Connecticut
$252K +$964 +10 +0.3%
CPC
736
Cookson Peirce & Co
Pennsylvania
$251K -$43.5M -451,633 -99%
WSA
737
Warm Springs Advisors
California
$250K +$31.4K +326 +13%
CAG
738
Crestwood Advisors Group
Massachusetts
$247K -$18.8K -195 -6%
TPWA
739
TRUE Private Wealth Advisors
Oregon
$247K -$63.9K -663 -19%
AIP
740
Ameritas Investment Partners
Nebraska
$246K
MOS
741
MGO One Seven
Ohio
$244K -$2.09M -21,692 -88%
PIA
742
Perennial Investment Advisors
California
$244K +$28K +291 +11%
CCG
743
Cypress Capital Group
Florida
$242K -$1.93K -20 -0.7%
JPG
744
Jordan Park Group
California
$241K
IA
745
IFP Advisors
Florida
$241K -$156K -1,614 -37%
PPWP
746
Premier Path Wealth Partners
New Jersey
$240K -$5.2K -54 -2%
KeyBank National Association
747
KeyBank National Association
Ohio
$240K -$205K -2,128 -43%
SAM
748
Seelaus Asset Management
New Jersey
$239K +$7.23K +75 +3%
SIS
749
Strategic Investment Solutions
Illinois
$238K +$247K +2,563 +1,282%
HCM
750
Howland Capital Management
Massachusetts
$236K -$53.2K -552 -17%

IRM Hedge Fund Activity: Q1 2025 in Review

995 of the 7,459 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 402 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.

  • 995 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,065 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.