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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
AAG
926
Accordant Advisory Group
Maryland
$11.8K
BIA
927
Bell Investment Advisors
California
$11.3K
SC
928
SouthState Corp
Florida
$11.1K +$12.4K +129 New
BA
929
Bellwether Advisors
Nebraska
$11K
T
930
Tidemark
California
$10.8K
MSFP
931
Mark Sheptoff Financial Planning
Connecticut
$10.6K
MCM
932
MV Capital Management
Maryland
$10.2K +$1.54K +16 +16%
MCM
933
Manchester Capital Management
Vermont
$9.98K +$3.66K +38 +49%
SCB
934
Saudi Central Bank
Saudi Arabia
$9.89K +$11.1K +115 New
MFT
935
Moisand Fitzgerald Tamayo
Florida
$9.72K
LI
936
LRI Investments
Florida
$9.12K
MAM
937
Meeder Asset Management
Ohio
$8.86K -$4.72K -49 -32%
HC
938
Hoese & Co
Minnesota
$8.6K
Kayne Anderson Rudnick Investment Management
939
Kayne Anderson Rudnick Investment Management
California
$8.6K
RTL
940
Red Tortoise LLC
Georgia
$8.09K
CFD
941
Creative Financial Designs
Indiana
$7.74K +$8.67K +90 New
ACM
942
Anfield Capital Management
California
$7.57K
ADL
943
Asset Dedication LLC
California
$7.31K
CWC
944
Carolinas Wealth Consulting
North Carolina
$7.04K -$102K -1,062 -93%
STB
945
S&T Bank
Pennsylvania
$6.45K +$7.23K +75 New
MSWA
946
Marshall & Sterling Wealth Advisors
New York
$5.94K +$6.65K +69 New
WA
947
WPG Advisers
Maryland
$5.68K +$4.72K +49 +288%
FMTCOCP
948
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
HNW
949
High Note Wealth
Minnesota
$4.9K +$675 +7 +14%
1IA
950
1620 Investment Advisors
Massachusetts
$4.82K -$4.34K -45 -45%

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.