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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
PWAM
901
Private Wealth Asset Management
Iowa
$18.5K
CCM
902
Chilton Capital Management
Texas
$17.6K
FMII
903
Farmers & Merchants Investments Inc
Nebraska
$17.6K
MSG
904
Main Street Group
Virginia
$17.2K
SS
905
Sunbelt Securities
Texas
$16.9K
RA
906
Rise Advisors
New York
$16.5K
PWA
907
Provenance Wealth Advisors
Florida
$16.3K
C
908
Covestor
United Kingdom
$16K
CMP
909
Coston McIsaac & Partners
Maine
$16K
GKIM
910
GW&K Investment Management
Massachusetts
$16K
HWM
911
Hemington Wealth Management
Virginia
$14K
GWSA
912
Global Wealth Strategies & Associates
Colorado
$12.9K
PPC
913
Park Place Capital
Alabama
$12.1K
VCM
914
Versant Capital Management
Arizona
$11.9K
AAG
915
Accordant Advisory Group
Maryland
$11.8K
BIA
916
Bell Investment Advisors
California
$11.3K
SC
917
SouthState Corp
Florida
$11.1K
BA
918
Bellwether Advisors
Nebraska
$11K
T
919
Tidemark
California
$10.8K
MSFP
920
Mark Sheptoff Financial Planning
Connecticut
$10.6K
MCM
921
MV Capital Management
Maryland
$10.2K
MCM
922
Manchester Capital Management
Vermont
$9.98K
SCB
923
Saudi Central Bank
Saudi Arabia
$9.89K
MFT
924
Moisand Fitzgerald Tamayo
Florida
$9.72K
LI
925
LRI Investments
Florida
$9.12K