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Iron Mountain

994 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, 401 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: 1,064994 (-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: 401

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
994
Holders Change
-70
Holders Change %
-6.58%
% of All Funds
13.33%
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
401
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
851
True Wealth Design
Ohio
$54.2K +$675 +7 +1%
HIA
852
Harbor Investment Advisory
Maryland
$53.9K +$193 +2 +0.3%
PG
853
Proffitt & Goodson
Tennessee
$53.5K
GIA
854
GHP Investment Advisors
Colorado
$52.5K +$385 +4 +0.7%
FA
855
Financial Avengers
California
$51.3K +$385 +4 +0.7%
SC
856
Sawyer & Company
Massachusetts
$51K
OC
857
Oakworth Capital
Alabama
$49.8K +$5.68K +59 +11%
WTC
858
WhitTier Trust Company
Nevada
$49.8K +$8.67K +90 +18%
PC
859
Promus Capital
Illinois
$49.2K
NSIM
860
North Star Investment Management
Illinois
$49K
PMFA
861
Plante Moran Financial Advisors
Michigan
$47.8K +$53.5K +555 New
CFO
862
CVA Family Office
Colorado
$47.2K +$4.82K +50 +10%
ZBNA
863
Zions Bancorporation, National Association
Utah
$46.1K +$51.7K +536 New
CCA
864
Catalyst Capital Advisors
New York
$45.3K -$4.17M -43,298 -99%
CWM
865
Compass Wealth Management
Connecticut
$45.2K
AGWCA
866
Annis Gardner Whiting Capital Advisors
Florida
$44.3K -$4.34K -45 -8%
FDCP
867
Foster Dykema Cabot & Partners
Massachusetts
$43.8K
CA
868
Crewe Advisors
Utah
$43.5K +$48.2K +500 +10,000%
GWSG
869
GPS Wealth Strategies Group
Colorado
$43K
RMP
870
Richards, Merrill & Peterson
Washington
$43K +$48.2K +500 New
HBW
871
Hazlett, Burt & Watson
West Virginia
$43K
Lazard Asset Management
872
Lazard Asset Management
New York
$42K -$50.5K -524 -52%
HDIM
873
Hanson & Doremus Investment Management
Vermont
$41K
FC
874
Franchise Capital
Cayman Islands
$39.1K +$43.8K +455 New
DF
875
Dunhill Financial
United Kingdom
$39K -$1.35K -14 -3%

IRM Hedge Fund Activity: Q1 2025 in Review

994 of the 7,458 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 401 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.

  • 994 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,064 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.