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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
SAI
751
Savvy Advisors Inc
New York
$230K
BFC
752
Bedel Financial Consulting
Indiana
$228K
AWM
753
Aberdeen Wealth Management
Illinois
$228K
DWP
754
Daymark Wealth Partners
Ohio
$226K
SWM
755
Seed Wealth Management
Illinois
$225K
CW
756
Channel Wealth
California
$225K
BIG
757
Brookwood Investment Group
Arizona
$224K
WAM
758
Walker Asset Management
Missouri
$224K
SWM
759
Segment Wealth Management
Texas
$222K
RPSA
760
Richard P. Slaughter Associates
Texas
$219K
CAG
761
Centerpoint Advisory Group
Kansas
$218K
UB
762
UMB Bank
Missouri
$218K
SIC
763
Samalin Investment Counsel
New York
$217K
CS
764
Capital Square
Tennessee
$217K
CIC
765
Carnegie Investment Counsel
Ohio
$215K
LIP
766
Lighthouse Investment Partners
Florida
$215K
IF
767
IRON Financial
Illinois
$214K
DWAM
768
Duncan Williams Asset Management
Tennessee
$214K
BAM
769
Belpointe Asset Management
Nevada
$213K
MG
770
Mather Group
Illinois
$212K
AIP
771
Arrowpoint Investment Partners
Singapore
$211K
TPM
772
Triasima Portfolio Management
Quebec, Canada
$211K
AFP
773
Ausdal Financial Partners
Iowa
$210K
FCG
774
Fielder Capital Group
Tennessee
$207K
QL
775
Quarry LP
New York
$206K