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Iron Mountain
IRM

Overview Fund Activity

1,025 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 387 increasing their positions, 351 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+43
Holders Change %
+4.38%
% of All Funds
13.76%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
118
Increased
387
Reduced
351
Closed
61
Calls
$102M
Puts
$179M
Net Calls
-$77.2M
Net Calls Change
-$30.7M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$265M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$210M
3
Invesco
3
Invesco
Georgia
$440M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$687M
5
CAM
5
Contour Asset Management
New York
$240M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.21B
2
Citadel Advisors
2
Citadel Advisors
Florida
$14.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$104M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.5M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
826
Pegasus Asset Management
New York
$200K +$200K +1,950 New
SIS
827
Strategic Investment Solutions
Illinois
$197K -$86.2K -840 -30%
BBPWM
828
Blue Bell Private Wealth Management
Pennsylvania
$195K -$6.98K -68 -3%
CT
829
Coastline Trust
Rhode Island
$190K – – –
HFM
830
Harvest Fund Management
China
$185K +$185K +1,800 New
MMG
831
Monetary Management Group
Missouri
$185K – – –
CI
832
CX Institutional
Indiana
$179K -$5.74K -56 -3%
NL
833
NVWM LLC
Pennsylvania
$174K – – –
TVWM
834
Tower View Wealth Management
Wisconsin
$171K +$1.64K +16 +1%
SNB
835
Security National Bank
Nebraska
$171K +$4.51K +44 +3%
CTC
836
Central Trust Company
Missouri
$169K – – –
PCM
837
Penserra Capital Management
California
$163K +$17.9K +176 +12%
CA
838
CoreCap Advisors
Michigan
$163K -$7.08K -69 -4%
DMBA
839
Deseret Mutual Benefit Administrators
Utah
$154K – – –
FFC
840
First Financial Corp
Indiana
$154K – – –
SAM
841
Smartleaf Asset Management
Massachusetts
$151K -$19.5K -191 -11%
MC
842
Muzinich & Co
New York
$151K – – –
LS
843
Livforsakringsbolaget Skandia
Sweden
$151K – – –
HWA
844
HHM Wealth Advisors
Tennessee
$148K -$1.85K -18 -1%
AAP
845
Arax Advisory Partners
Colorado
$145K +$51.5K +502 +55%
PSFG
846
Park Square Financial Group
Georgia
$142K -$21.6K -211 -13%
TFIPS
847
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K – – –
CA
848
Clearstead Advisors
Ohio
$139K +$43.5K +424 +45%
VFM
849
Vision Financial Markets
Connecticut
$138K – – –
EWA
850
EverSource Wealth Advisors
Alabama
$136K +$30.8K +300 +29%
32 33
34
35 36