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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$163M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$114M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$103M
4
BlackRock
BlackRock
New York
+$80.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$75.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$296M
2
UBS AM
UBS AM
Illinois
-$288M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.9M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
776
Clark Capital Management Group
Pennsylvania
$292K +$54.4K +518 +23%
BWP
777
BSW Wealth Partners
Colorado
$286K +$52.7K +501 +23%
JIP
778
Jaffetilchin Investment Partners
Florida
$286K -$546K -5,197 -66%
Capstone Investment Advisors
779
Capstone Investment Advisors
New York
$286K +$286K +2,718 +271,800%
IHL
780
Investment House LLC
California
$284K – – –
SAM
781
Seelaus Asset Management
New Jersey
$284K – – –
AIM
782
Allen Investment Management
New York
$283K – – –
AWM
783
Aberdeen Wealth Management
Illinois
$278K – – –
SWM
784
Seed Wealth Management
Illinois
$275K – – –
RSWA
785
Robinson Smith Wealth Advisors
Maine
$273K – – –
SWM
786
Segment Wealth Management
Texas
$273K – – –
AMBIA
787
Allen Mooney & Barnes Investment Advisors
Georgia
$273K +$105 +1 +0%
CAG
788
Centerpoint Advisory Group
Kansas
$272K +$272K +2,585 New
MG
789
Mather Group
Illinois
$271K +$11.9K +113 +5%
GVAG
790
Great Valley Advisor Group
Delaware
$271K -$10.4K -99 -4%
WSA
791
Warm Springs Advisors
California
$271K +$271K +2,574 New
CW
792
Channel Wealth
California
$270K -$26.2K -249 -9%
BIG
793
Brooklyn Investment Group
New York
$268K +$2.73K +26 +1%
PIA
794
Perennial Investment Advisors
California
$268K -$420 -4 -0.2%
KA
795
Kovack Advisors
Florida
$267K -$1.37K -13 -0.5%
SAI
796
Savvy Advisors Inc
New York
$266K +$80.5K +766 +43%
BFM
797
Boothbay Fund Management
New York
$263K +$263K +2,501 New
DWAM
798
Duncan Williams Asset Management
Tennessee
$259K +$1.37K +13 +0.5%
DAS
799
Dynamic Advisor Solutions
Arizona
$258K -$14K -133 -5%
PCS
800
Personal CFO Solutions
New Jersey
$257K -$270K -2,567 -51%
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