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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
BCWM
876
Bartlett & Co Wealth Management
Ohio
$38.4K +$193 +2 +0.5%
Loomis, Sayles & Company
877
Loomis, Sayles & Company
Massachusetts
$38K -$31.7K -329 -42%
Q1WB
878
Quest 10 Wealth Builders
Virginia
$37.3K -$5.97K -62 -13%
WF
879
Wayfinding Financial
Washington
$37K +$41.6K +432 New
BAM
880
Byrne Asset Management
New Jersey
$36.6K
MWA
881
Medallion Wealth Advisors
Connecticut
$36.1K
AF
882
Advisornet Financial
Minnesota
$35.2K +$193 +2 +0.5%
CH
883
Canton Hathaway
Rhode Island
$35K +$1.06K +11 +3%
BC
884
Barrett & Company
Rhode Island
$34.4K
TSMHT
885
Thurston Springer Miller Herd & Titak
Indiana
$34.4K
RAM
886
Ramirez Asset Management
New York
$34.4K +$38.5K +400 New
AWM
887
AllSquare Wealth Management
New York
$34K
MIA
888
MeadowBrook Investment Advisors
Michigan
$33.6K
T
889
Transce3nd
Texas
$31.1K -$88.9K -923 -72%
PSB
890
Piscataqua Savings Bank
New Hampshire
$30.4K
PWM
891
Parkworth Wealth Management
California
$30.1K -$14.5K -150 -30%
LWCFA
892
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.9K
GGI
893
Godsey & Gibb Inc
Virginia
$28K
CIAM
894
Caitong International Asset Management
Hong Kong
$26.4K -$34K -353 -53%
CWM
895
Cranbrook Wealth Management
Michigan
$25.8K +$28.9K +300 New
FNWA
896
Financial Network Wealth Advisors
Utah
$25.8K +$28.9K +300 New
IWP
897
IAG Wealth Partners
Wisconsin
$25.4K
CSPIA
898
Cary Street Partners Investment Advisory
Virginia
$24K +$1.74K +18 +7%
WBC
899
West Branch Capital
Massachusetts
$23.7K
OWP
900
ORG Wealth Partners
Texas
$23.3K -$48.3K -501 -65%

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.