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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 %
NL
801
NWAM LLC
Washington
$256K – – –
EWA
802
EverSource Wealth Advisors
Alabama
$255K +$79K +751 +45%
FCG
803
Fielder Capital Group
Tennessee
$253K -$3.26K -31 -1%
TPWM
804
Twelve Points Wealth Management
Massachusetts
$253K -$78.6K -748 -24%
BA
805
Bristlecone Advisors
Washington
$252K – – –
AFP
806
Ausdal Financial Partners
Iowa
$247K -$15.2K -145 -6%
TBT
807
Texas Bank & Trust
Texas
$245K +$245K +2,334 New
GCP
808
GSA Capital Partners
United Kingdom
$245K +$245K +2,329 New
WB
809
WesBanco Bank
West Virginia
$245K +$36.3K +345 +17%
DWM
810
Diversify Wealth Management
Utah
$244K +$244K +2,415 New
BFC
811
Bedel Financial Consulting
Indiana
$243K +$2.08K +20 +0.9%
SFC
812
Strategic Financial Concepts
Texas
$243K +$525 +5 +0.2%
MFA
813
Mayflower Financial Advisors
Massachusetts
$242K +$5.26K +50 +2%
PAM
814
Pegasus Asset Management
New York
$242K – – –
IP
815
Ignite Planners
California
$242K +$211 +2 +0.1%
SRL
816
Scientech Research LLC
New Jersey
$240K +$240K +2,282 New
CIC
817
Carnegie Investment Counsel
Ohio
$239K -$2.94K -28 -1%
NGA
818
Naples Global Advisors
Florida
$238K -$21.2K -200 -8%
CA
819
Commerzbank Aktiengesellschaft
Germany
$237K +$34.2K +329 +17%
BPW
820
Bingham Private Wealth
California
$236K +$236K +2,241 New
MAM
821
Mystic Asset Management
Rhode Island
$234K +$105 +1 +0%
HWA
822
Heritage Wealth Advisors
Virginia
$234K – – –
FSA
823
Financial Sense Advisors
California
$233K +$233K +2,216 New
CBTWT
824
Community Bank & Trust (Waco, Texas)
Texas
$231K -$10.5K -100 -4%
CNBT
825
Canandaigua National Bank & Trust
New York
$226K – – –
31 32
33
34 35