IRM icon

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
PJSIMP
776
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K
WPW
777
Waldron Private Wealth
Pennsylvania
$203K
A
778
Argentarii
Ohio
$201K
PTC
779
Private Trust Company
Ohio
$198K
HWA
780
Heritage Wealth Advisors
Virginia
$191K
GWM
781
Geneos Wealth Management
Colorado
$180K
MAM
782
Morse Asset Management
Connecticut
$176K
CFB
783
Cullen/Frost Bankers
Texas
$172K
FP
784
Financial Perspectives
Minnesota
$172K
BBPWM
785
Blue Bell Private Wealth Management
Pennsylvania
$169K
CT
786
Coastline Trust
Rhode Island
$160K
CI
787
CX Institutional
Indiana
$155K
MMG
788
Monetary Management Group
Missouri
$155K
OP
789
ORG Partners
Indiana
$153K
NL
790
NVWM LLC
Pennsylvania
$146K
MHR
791
Matthew Hamilton Rosenberg
$145K
LFG
792
Larson Financial Group
Missouri
$143K
CA
793
CoreCap Advisors
Michigan
$143K
TVWM
794
Tower View Wealth Management
Wisconsin
$142K
SAM
795
Smartleaf Asset Management
Massachusetts
$142K
CTC
796
Central Trust Company
Missouri
$142K
SNB
797
Security National Bank
Nebraska
$139K
SIC
798
SJS Investment Consulting
Ohio
$138K
PSFG
799
Park Square Financial Group
Georgia
$137K
DMBA
800
Deseret Mutual Benefit Administrators
Utah
$129K