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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
IF
776
IRON Financial
Illinois
$214K +$239K +2,483 New
DWAM
777
Duncan Williams Asset Management
Tennessee
$214K +$1.54K +16 +0.6%
BAM
778
Belpointe Asset Management
Nevada
$213K -$460K -4,774 -66%
MG
779
Mather Group
Illinois
$212K -$11.1K -115 -4%
AIP
780
Arrowpoint Investment Partners
Singapore
$211K +$237K +2,458 New
TPM
781
Triasima Portfolio Management
Quebec, Canada
$211K -$2.51M -26,090 -91%
AFP
782
Ausdal Financial Partners
Iowa
$210K +$9.35K +97 +4%
FCG
783
Fielder Capital Group
Tennessee
$207K +$96 +1 +0%
QL
784
Quarry LP
New York
$206K +$147K +1,524 +174%
PJSIMP
785
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K -$48.2K -500 -17%
WPW
786
Waldron Private Wealth
Pennsylvania
$203K +$225K +2,338 New
A
787
Argentarii
Ohio
$201K +$225K +2,333 New
PTC
788
Private Trust Company
Ohio
$198K -$52.9K -549 -19%
HWA
789
Heritage Wealth Advisors
Virginia
$191K
GWM
790
Geneos Wealth Management
Colorado
$180K +$91.5K +950 +83%
MAM
791
Morse Asset Management
Connecticut
$176K -$2.45M -25,460 -93%
CFB
792
Cullen/Frost Bankers
Texas
$172K
FP
793
Financial Perspectives
Minnesota
$172K
BBPWM
794
Blue Bell Private Wealth Management
Pennsylvania
$169K +$190K +1,969 New
CT
795
Coastline Trust
Rhode Island
$160K +$4.24K +44 +2%
CI
796
CX Institutional
Indiana
$155K -$289K -3,000 -62%
MMG
797
Monetary Management Group
Missouri
$155K
OP
798
ORG Partners
Indiana
$153K -$1.34M -13,951 -89%
NL
799
NVWM LLC
Pennsylvania
$146K +$482 +5 +0.3%
MHR
800
Matthew Hamilton Rosenberg
$145K +$58.3K +605 +56%

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.