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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
MAM
926
Meeder Asset Management
Ohio
$8.86K
HC
927
Hoese & Co
Minnesota
$8.6K
Kayne Anderson Rudnick Investment Management
928
Kayne Anderson Rudnick Investment Management
California
$8.6K
RTL
929
Red Tortoise LLC
Georgia
$8.09K
CFD
930
Creative Financial Designs
Indiana
$7.74K
ACM
931
Anfield Capital Management
California
$7.57K
ADL
932
Asset Dedication LLC
California
$7.31K
CWC
933
Carolinas Wealth Consulting
North Carolina
$7.04K
STB
934
S&T Bank
Pennsylvania
$6.45K
MSWA
935
Marshall & Sterling Wealth Advisors
New York
$5.94K
WA
936
WPG Advisers
Maryland
$5.68K
FMTCOCP
937
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
HNW
938
High Note Wealth
Minnesota
$4.9K
1IA
939
1620 Investment Advisors
Massachusetts
$4.82K
MSWM
940
Mowery & Schoenfeld Wealth Management
Illinois
$4.22K
WPA
941
Wealth Preservation Advisors
Tennessee
$3.96K
CWM
942
Copia Wealth Management
Oregon
$3.61K
BGAI
943
Bruce G. Allen Investments
Colorado
$3.53K
SO
944
Sierra Ocean
California
$3.28K
GFPC
945
Global Financial Private Client
Florida
$3.18K
GBT
946
Grove Bank & Trust
Florida
$3.01K
NC
947
NewSquare Capital
Pennsylvania
$2.92K
AWM
948
Activest Wealth Management
Florida
$2.84K
PWA
949
Physician Wealth Advisors
Utah
$2.78K
HCM
950
Hollencrest Capital Management
California
$2.5K