We are live on ! Find out more
IRM icon

Iron Mountain

995 hedge funds and large institutions have $21.1B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 349 increasing their positions, 402 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 80.87%83.58% (+2.7%)

7% less funds holding

Funds holding: 1,065995 (-70)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 402

17% less capital invested

Capital invested by funds: $25.4B → $21.1B (-$4.31B)

24% less call options, than puts

Call options by funds: $151M | Put options by funds: $197M

38% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 143

Holders
995
Holders Change
-70
Holders Change %
-6.57%
% 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
0.13%
New
88
Increased
349
Reduced
402
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
826
First Command Advisory Services
Texas
$94.6K
A
827
AlphaQuest
New York
$94.2K +$106K +1,095 New
SN
828
Sittner & Nelson
Oregon
$88.3K
EWA
829
EverSource Wealth Advisors
Alabama
$87.9K -$135K -1,405 -58%
BTI
830
Blue Trust Inc
Georgia
$87.5K +$59.6K +618 +155%
HCP
831
Hexagon Capital Partners
Arkansas
$86K
JWA
832
JFS Wealth Advisors
Pennsylvania
$81.5K -$867 -9 -0.9%
CA
833
Clearstead Advisors
Ohio
$80.4K +$385 +4 +0.4%
SIS
834
Sound Income Strategies
Florida
$79.3K +$96 +1 +0.1%
AAP
835
Arax Advisory Partners
Colorado
$78.7K -$1.54K -16 -2%
SSB
836
Sandy Spring Bank
Maryland
$77.5K -$2.22K -23 -2%
BHWM
837
Bay Harbor Wealth Management
Maryland
$74.8K -$1.93K -20 -2%
CI Investments Inc
838
CI Investments Inc
Ontario, Canada
$74K -$58.9K -611 -42%
AW
839
Avion Wealth
Texas
$73K
CH
840
Cromwell Holdings
Wyoming
$72K +$1.74K +18 +2%
PAM
841
Parvin Asset Management
South Dakota
$70.6K
BONH
842
Bank of New Hampshire
New Hampshire
$68.4K
SIM
843
Sentry Investment Management
Wisconsin
$65K -$24.2K -251 -23%
GXJ
844
Global X Japan
Japan
$65K +$14.5K +150 +25%
OIA
845
Optimum Investment Advisors
Illinois
$64.5K
AWM
846
Abound Wealth Management
Tennessee
$64.4K -$1.25K -13 -2%
EB
847
Eastern Bank
Massachusetts
$63.2K
VNA
848
Valley National Advisers
Pennsylvania
$56K
FHA
849
First Horizon Advisors
Tennessee
$55.9K -$67.5K -700 -52%
RIL
850
Rothschild Investment LLC
Illinois
$55.1K -$30.8K -320 -33%

IRM Hedge Fund Activity: Q1 2025 in Review

995 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2025, worth a combined $21.1B — down 17% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of IRM and 88 opened new positions — a net loss of 55 holders — while 402 trimmed existing stakes and 349 added.

The largest buyer was Fidelity Investments, adding an estimated $445M. The largest seller was AGF Management, exiting entirely with an estimated $224M sold.

  • 995 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,065 in Q4 2024.
  • Funds reported $21.1B of Iron Mountain stock for Q1 2025, down 17% quarter-over-quarter.
  • 88 funds opened new Iron Mountain positions in Q1 2025 and 143 closed out, a net change of -55 holders.
  • The largest Iron Mountain buyer in Q1 2025 was Fidelity Investments, an estimated $445M added.
  • The largest Iron Mountain seller in Q1 2025 was AGF Management, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2025.