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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
NSIM
851
North Star Investment Management
Illinois
$49K
PMFA
852
Plante Moran Financial Advisors
Michigan
$47.8K
CFO
853
CVA Family Office
Colorado
$47.2K
ZBNA
854
Zions Bancorporation, National Association
Utah
$46.1K
CCA
855
Catalyst Capital Advisors
New York
$45.3K
CWM
856
Compass Wealth Management
Connecticut
$45.2K
AGWCA
857
Annis Gardner Whiting Capital Advisors
Florida
$44.3K
FDCP
858
Foster Dykema Cabot & Partners
Massachusetts
$43.8K
CA
859
Crewe Advisors
Utah
$43.5K
GWSG
860
GPS Wealth Strategies Group
Colorado
$43K
RMP
861
Richards, Merrill & Peterson
Washington
$43K
HBW
862
Hazlett, Burt & Watson
West Virginia
$43K
Lazard Asset Management
863
Lazard Asset Management
New York
$42K
HDIM
864
Hanson & Doremus Investment Management
Vermont
$41K
FC
865
Franchise Capital
Cayman Islands
$39.1K
DF
866
Dunhill Financial
United Kingdom
$39K
BCWM
867
Bartlett & Co Wealth Management
Ohio
$38.4K
Loomis, Sayles & Company
868
Loomis, Sayles & Company
Massachusetts
$38K
Q1WB
869
Quest 10 Wealth Builders
Virginia
$37.3K
WF
870
Wayfinding Financial
Washington
$37K
BAM
871
Byrne Asset Management
New Jersey
$36.6K
AF
872
Advisornet Financial
Minnesota
$35.2K
CH
873
Canton Hathaway
Rhode Island
$35K
BC
874
Barrett & Company
Rhode Island
$34.4K
TSMHT
875
Thurston Springer Miller Herd & Titak
Indiana
$34.4K