IRM icon

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 %
SAI
751
Savvy Advisors Inc
New York
$230K +$12.1K +141 +6%
BFC
752
Bedel Financial Consulting
Indiana
$228K +$1.45K +15 +0.6%
AWM
753
Aberdeen Wealth Management
Illinois
$228K – – –
DWP
754
Daymark Wealth Partners
Ohio
$226K -$15.7K -183 -7%
SWM
755
Seed Wealth Management
Illinois
$225K – – –
CW
756
Channel Wealth
California
$225K +$4.3K +50 +2%
BIG
757
Brookwood Investment Group
Arizona
$224K +$224K +2,602 New
WAM
758
Walker Asset Management
Missouri
$224K -$109K -1,272 -33%
SWM
759
Segment Wealth Management
Texas
$222K -$1.89K -22 -0.8%
RPSA
760
Richard P. Slaughter Associates
Texas
$219K -$542K -6,303 -71%
CAG
761
Centerpoint Advisory Group
Kansas
$218K -$4.3K -50 -2%
UB
762
UMB Bank
Missouri
$218K -$357K -4,148 -62%
SIC
763
Samalin Investment Counsel
New York
$217K +$217K +2,526 New
CS
764
Capital Square
Tennessee
$217K +$217K +2,522 New
CIC
765
Carnegie Investment Counsel
Ohio
$215K +$38.8K +500 +22%
LIP
766
Lighthouse Investment Partners
Florida
$215K +$215K +2,500 New
IF
767
IRON Financial
Illinois
$214K +$214K +2,483 New
DWAM
768
Duncan Williams Asset Management
Tennessee
$214K +$1.38K +16 +0.6%
BAM
769
Belpointe Asset Management
Nevada
$213K -$411K -4,774 -66%
MG
770
Mather Group
Illinois
$212K -$9.9K -115 -4%
AIP
771
Arrowpoint Investment Partners
Singapore
$211K +$211K +2,458 New
TPM
772
Triasima Portfolio Management
Quebec, Canada
$211K -$2.24M -26,090 -91%
AFP
773
Ausdal Financial Partners
Iowa
$210K +$8.35K +97 +4%
FCG
774
Fielder Capital Group
Tennessee
$207K +$86 +1 +0%
QL
775
Quarry LP
New York
$206K +$131K +1,524 +174%
29 30
31
32 33