IRM icon

Iron Mountain
IRM

Overview Fund Activity

1,018 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 383 increasing their positions, 349 reducing their positions, and 61 closing their positions.

Holders
1,018
Holders Change
+36
Holders Change %
+3.67%
% of All Funds
13.66%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
117
Increased
383
Reduced
349
Closed
61
Calls
$76.7M
Puts
$138M
Net Calls
-$60.9M
Net Calls Change
-$14.4M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$265M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$210M
3
Invesco
3
Invesco
Georgia
$440M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$687M
5
CAM
5
Contour Asset Management
New York
$240M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.21B
2
Citadel Advisors
2
Citadel Advisors
Florida
$14.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$104M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.5M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$39.2M
Name Market Value Shares Shares
Change 		Shares
Change %
DF
901
Dunhill Financial
United Kingdom
$50.1K 488 +35 +8%
HDIM
902
Hanson & Doremus Investment Management
Vermont
$49K 475 – –
FC
903
Franchise Capital
Cayman Islands
$46.7K 455 – –
Loomis, Sayles & Company
904
Loomis, Sayles & Company
Massachusetts
$45.8K 447 – –
HIA
905
Harbor Investment Advisory
Maryland
$43.1K 420 -206 -33%
OLVIG
906
Oliver Lagore Vanvalin Investment Group
Michigan
$43K 500 +500 New
CH
907
Canton Hathaway
Rhode Island
$42K 411 – –
AF
908
Advisornet Financial
Minnesota
$41.6K 406 -3 -0.7%
BAM
909
Byrne Asset Management
New Jersey
$41K 400 -25 -6%
RAM
910
Ramirez Asset Management
New York
$41K 400 – –
BC
911
Barrett & Company
Rhode Island
$41K 400 – –
TSMHT
912
Thurston Springer Miller Herd & Titak
Indiana
$41K 400 – –
AWM
913
AllSquare Wealth Management
New York
$40.5K 395 – –
VCM
914
Versant Capital Management
Arizona
$38.9K 379 +241 +175%
SS
915
Sunbelt Securities
Texas
$37.8K 360 +164 +84%
T
916
Transce3nd
Texas
$37.1K 362 – –
PWM
917
Parkworth Wealth Management
California
$36.8K 359 +9 +3%
LWCFA
918
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.4K 355 – –
PSB
919
Piscataqua Savings Bank
New Hampshire
$36.2K 353 – –
BCWM
920
Bartlett & Co Wealth Management
Ohio
$34.1K 330 -112 -25%
CSPIA
921
Cary Street Partners Investment Advisory
Virginia
$33.5K 327 +48 +17%
GGI
922
Godsey & Gibb Inc
Virginia
$33.3K 325 – –
MIA
923
MeadowBrook Investment Advisors
Michigan
$32.8K 320 -70 -18%
CWM
924
Cranbrook Wealth Management
Michigan
$30.8K 300 – –
FNWA
925
Financial Network Wealth Advisors
Utah
$30.8K 300 – –
35 36
37
38 39