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Iron Mountain
IRM

Overview Fund Activity

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
Holders
982
Holders Change
-70
Holders Change %
-6.65%
% 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
0.14%
New
89
Increased
342
Reduced
396
Closed
142
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
BlackRock
BlackRock
New York
+$271M
3
CAM
Contour Asset Management
New York
+$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$224M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$151M
3
Capital World Investors
Capital World Investors
California
-$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 		Shares
Change %
PJSIMP
776
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K -$43K -500 -17%
WPW
777
Waldron Private Wealth
Pennsylvania
$203K +$203K +2,338 New
A
778
Argentarii
Ohio
$201K +$201K +2,333 New
PTC
779
Private Trust Company
Ohio
$198K -$47.2K -549 -19%
HWA
780
Heritage Wealth Advisors
Virginia
$191K – – –
GWM
781
Geneos Wealth Management
Colorado
$180K +$81.7K +950 +83%
MAM
782
Morse Asset Management
Connecticut
$176K -$2.19M -25,460 -93%
FP
783
Financial Perspectives
Minnesota
$172K – – –
CFB
784
Cullen/Frost Bankers
Texas
$172K – – –
BBPWM
785
Blue Bell Private Wealth Management
Pennsylvania
$169K +$169K +1,969 New
CT
786
Coastline Trust
Rhode Island
$160K +$3.79K +44 +2%
CI
787
CX Institutional
Indiana
$155K -$258K -3,000 -62%
MMG
788
Monetary Management Group
Missouri
$155K – – –
OP
789
ORG Partners
Indiana
$153K -$1.29M -13,951 -89%
NL
790
NVWM LLC
Pennsylvania
$146K +$430 +5 +0.3%
MHR
791
Matthew Hamilton Rosenberg
$145K +$52.1K +605 +56%
LFG
792
Larson Financial Group
Missouri
$143K +$94.7K +1,101 +197%
CA
793
CoreCap Advisors
Michigan
$143K -$2.24M -25,997 -94%
TVWM
794
Tower View Wealth Management
Wisconsin
$142K +$1.03K +12 +0.7%
SAM
795
Smartleaf Asset Management
Massachusetts
$142K -$10.5K -123 -7%
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 -$120K -1,394 -47%
DMBA
800
Deseret Mutual Benefit Administrators
Utah
$129K -$36K -418 -22%
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