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
AAP
826
Arax Advisory Partners
Colorado
$78.7K
SSB
827
Sandy Spring Bank
Maryland
$77.5K
BHWM
828
Bay Harbor Wealth Management
Maryland
$74.8K
CI Investments Inc
829
CI Investments Inc
Ontario, Canada
$74K
AW
830
Avion Wealth
Texas
$73K
CH
831
Cromwell Holdings
Wyoming
$72K
PAM
832
Parvin Asset Management
South Dakota
$70.6K
BONH
833
Bank of New Hampshire
New Hampshire
$68.4K
SIM
834
Sentry Investment Management
Wisconsin
$65K
GXJ
835
Global X Japan
Japan
$65K
OIA
836
Optimum Investment Advisors
Illinois
$64.5K
AWM
837
Abound Wealth Management
Tennessee
$64.4K
EB
838
Eastern Bank
Massachusetts
$63.2K
VNA
839
Valley National Advisers
Pennsylvania
$56K
FHA
840
First Horizon Advisors
Tennessee
$55.9K
RIL
841
Rothschild Investment LLC
Illinois
$55.1K
TWD
842
True Wealth Design
Ohio
$54.2K
HIA
843
Harbor Investment Advisory
Maryland
$53.9K
PG
844
Proffitt & Goodson
Tennessee
$53.5K
GIA
845
GHP Investment Advisors
Colorado
$52.5K
FA
846
Financial Avengers
California
$51.3K
SC
847
Sawyer & Company
Massachusetts
$51K
OC
848
Oakworth Capital
Alabama
$49.8K
WTC
849
WhitTier Trust Company
Nevada
$49.8K
PC
850
Promus Capital
Illinois
$49.2K