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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
FFC
801
First Financial Corp
Indiana
$129K
LS
802
Livforsakringsbolaget Skandia
Sweden
$127K
MC
803
Muzinich & Co
New York
$127K
HWA
804
HHM Wealth Advisors
Tennessee
$126K
PCM
805
Penserra Capital Management
California
$122K
TFIPS
806
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K
VFM
807
Vision Financial Markets
Connecticut
$116K
AssetMark Inc
808
AssetMark Inc
California
$113K
SCM
809
Silvant Capital Management
Georgia
$111K
TFA
810
Toth Financial Advisory
Virginia
$110K
PFBT
811
Parkside Financial Bank & Trust
Missouri
$109K
PBK
812
Peoples Bank (Kansas)
Kansas
$106K
ETC
813
Exchange Traded Concepts
Oklahoma
$102K
AA
814
Addison Advisors
Vermont
$101K
LC
815
Lindbrook Capital
California
$95.8K
LC
816
Lavaca Capital
Texas
$94.7K
FCAS
817
First Command Advisory Services
Texas
$94.6K
A
818
AlphaQuest
New York
$94.2K
SN
819
Sittner & Nelson
Oregon
$88.3K
EWA
820
EverSource Wealth Advisors
Alabama
$87.9K
BTI
821
Blue Trust Inc
Georgia
$87.5K
HCP
822
Hexagon Capital Partners
Arkansas
$86K
JWA
823
JFS Wealth Advisors
Pennsylvania
$81.5K
CA
824
Clearstead Advisors
Ohio
$80.4K
SIS
825
Sound Income Strategies
Florida
$79.3K