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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
RAM
876
Ramirez Asset Management
New York
$34.4K
AWM
877
AllSquare Wealth Management
New York
$34K
MIA
878
MeadowBrook Investment Advisors
Michigan
$33.6K
T
879
Transce3nd
Texas
$31.1K
PSB
880
Piscataqua Savings Bank
New Hampshire
$30.4K
PWM
881
Parkworth Wealth Management
California
$30.1K
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.9K
GGI
883
Godsey & Gibb Inc
Virginia
$28K
CIAM
884
Caitong International Asset Management
Hong Kong
$26.4K
CWM
885
Cranbrook Wealth Management
Michigan
$25.8K
FNWA
886
Financial Network Wealth Advisors
Utah
$25.8K
IWP
887
IAG Wealth Partners
Wisconsin
$25.4K
CSPIA
888
Cary Street Partners Investment Advisory
Virginia
$24K
WBC
889
West Branch Capital
Massachusetts
$23.7K
OWP
890
ORG Wealth Partners
Texas
$23.3K
HCA
891
Harbor Capital Advisors
Illinois
$23K
NFSG
892
Newbridge Financial Services Group
Florida
$22.8K
TIM
893
Thompson Investment Management
Wisconsin
$22.7K
BCMLT
894
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.4K
KFI
895
Key Financial Inc
Pennsylvania
$21.6K
PP
896
PFS Partners
New Jersey
$21.5K
HHGA
897
Halbert Hargrove Global Advisors
California
$21.5K
QC
898
Quent Capital
New York
$21K
IWM
899
IMG Wealth Management
Florida
$21K
CPBTD
900
Central Pacific Bank - Trust Division
Hawaii
$20K