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Iron Mountain
IRM

Overview Fund Activity

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
Holders
982
Holders Change
-70
Holders Change %
-6.65%
% 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
0.14%
New
89
Increased
342
Reduced
396
Closed
142
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
BlackRock
BlackRock
New York
+$271M
3
CAM
Contour Asset Management
New York
+$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$224M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$151M
3
Capital World Investors
Capital World Investors
California
-$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 		Shares
Change %
NSIM
851
North Star Investment Management
Illinois
$49K – – –
PMFA
852
Plante Moran Financial Advisors
Michigan
$47.8K +$47.8K +555 New
CFO
853
CVA Family Office
Colorado
$47.2K +$4.3K +50 +10%
ZBNA
854
Zions Bancorporation, National Association
Utah
$46.1K +$46.1K +536 New
CCA
855
Catalyst Capital Advisors
New York
$45.3K -$3.73M -43,298 -99%
CWM
856
Compass Wealth Management
Connecticut
$45.2K – – –
AGWCA
857
Annis Gardner Whiting Capital Advisors
Florida
$44.3K -$3.87K -45 -8%
FDCP
858
Foster Dykema Cabot & Partners
Massachusetts
$43.8K – – –
CA
859
Crewe Advisors
Utah
$43.5K +$43K +500 +10,000%
GWSG
860
GPS Wealth Strategies Group
Colorado
$43K – – –
RMP
861
Richards, Merrill & Peterson
Washington
$43K +$43K +500 New
HBW
862
Hazlett, Burt & Watson
West Virginia
$43K – – –
Lazard Asset Management
863
Lazard Asset Management
New York
$42K -$44.6K -524 -52%
HDIM
864
Hanson & Doremus Investment Management
Vermont
$41K – – –
FC
865
Franchise Capital
Cayman Islands
$39.1K +$39.1K +455 New
DF
866
Dunhill Financial
United Kingdom
$39K -$1.2K -14 -3%
BCWM
867
Bartlett & Co Wealth Management
Ohio
$38.4K +$174 +2 +0.5%
Loomis, Sayles & Company
868
Loomis, Sayles & Company
Massachusetts
$38K -$28K -329 -42%
Q1WB
869
Quest 10 Wealth Builders
Virginia
$37.3K -$5.33K -62 -13%
WF
870
Wayfinding Financial
Washington
$37K +$37K +432 New
BAM
871
Byrne Asset Management
New Jersey
$36.6K – – –
AF
872
Advisornet Financial
Minnesota
$35.2K +$172 +2 +0.5%
CH
873
Canton Hathaway
Rhode Island
$35K +$937 +11 +3%
TSMHT
874
Thurston Springer Miller Herd & Titak
Indiana
$34.4K – – –
BC
875
Barrett & Company
Rhode Island
$34.4K – – –
33 34
35
36 37