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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
WPC
751
Wedmont Private Capital
Pennsylvania
$235K -$41.7K -433 -13%
JIP
752
Jaffetilchin Investment Partners
Florida
$234K
DWM
753
Diversify Wealth Management
Utah
$233K +$22.2K +230 +10%
MFWP
754
Mosaic Family Wealth Partners
Missouri
$233K +$64.9K +673 +33%
IHL
755
Investment House LLC
California
$232K
CNBT
756
Canandaigua National Bank & Trust
New York
$232K +$53K +550 +26%
AMBIA
757
Allen Mooney & Barnes Investment Advisors
Georgia
$232K +$9.73K +101 +4%
AIM
758
Allen Investment Management
New York
$232K
ARC
759
Advisor Resource Council
Texas
$231K +$329K +3,419 New
SAI
760
Savvy Advisors Inc
New York
$230K +$13.6K +141 +6%
BFC
761
Bedel Financial Consulting
Indiana
$228K +$1.45K +15 +0.6%
AWM
762
Aberdeen Wealth Management
Illinois
$228K
DWP
763
Daymark Wealth Partners
Ohio
$226K -$17.6K -183 -7%
SWM
764
Seed Wealth Management
Illinois
$225K
CW
765
Channel Wealth
California
$225K +$4.82K +50 +2%
BIG
766
Brookwood Investment Group
Arizona
$224K +$251K +2,602 New
WAM
767
Walker Asset Management
Missouri
$224K -$123K -1,272 -33%
SWM
768
Segment Wealth Management
Texas
$222K -$2.12K -22 -0.8%
RPSA
769
Richard P. Slaughter Associates
Texas
$219K -$607K -6,303 -71%
CAG
770
Centerpoint Advisory Group
Kansas
$218K -$4.82K -50 -2%
UB
771
UMB Bank
Missouri
$218K -$400K -4,148 -62%
SIC
772
Samalin Investment Counsel
New York
$217K +$243K +2,526 New
CS
773
Capital Square
Tennessee
$217K +$243K +2,522 New
CIC
774
Carnegie Investment Counsel
Ohio
$215K +$48.2K +500 +22%
LIP
775
Lighthouse Investment Partners
Florida
$215K +$241K +2,500 New

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.