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Iron Mountain
IRM

Overview Fund Activity

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
Holders
982
Holders Change
-70
Holders Change %
-6.65%
% of All Funds
13.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
89
Increased
342
Reduced
396
Closed
142
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
BlackRock
BlackRock
New York
+$271M
3
CAM
Contour Asset Management
New York
+$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$224M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$151M
3
Capital World Investors
Capital World Investors
California
-$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 		Shares
Change %
MAM
926
Meeder Asset Management
Ohio
$8.86K -$4.22K -49 -32%
Kayne Anderson Rudnick Investment Management
927
Kayne Anderson Rudnick Investment Management
California
$8.6K – – –
HC
928
Hoese & Co
Minnesota
$8.6K – – –
RTL
929
Red Tortoise LLC
Georgia
$8.09K – – –
CFD
930
Creative Financial Designs
Indiana
$7.74K +$7.74K +90 New
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 -$91.2K -1,062 -93%
STB
934
S&T Bank
Pennsylvania
$6.45K +$6.45K +75 New
MSWA
935
Marshall & Sterling Wealth Advisors
New York
$5.94K +$5.94K +69 New
WA
936
WPG Advisers
Maryland
$5.68K +$4.22K +49 +288%
FMTCOCP
937
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
HNW
938
High Note Wealth
Minnesota
$4.9K +$602 +7 +14%
1IA
939
1620 Investment Advisors
Massachusetts
$4.82K -$3.87K -45 -45%
MSWM
940
Mowery & Schoenfeld Wealth Management
Illinois
$4.22K -$602 -7 -13%
WPA
941
Wealth Preservation Advisors
Tennessee
$3.96K +$3.96K +46 New
CWM
942
Copia Wealth Management
Oregon
$3.61K – – –
BGAI
943
Bruce G. Allen Investments
Colorado
$3.53K – – –
SO
944
Sierra Ocean
California
$3.28K +$949 +11 +41%
GFPC
945
Global Financial Private Client
Florida
$3.18K – – –
GBT
946
Grove Bank & Trust
Florida
$3.01K -$8.6K -100 -74%
NC
947
NewSquare Capital
Pennsylvania
$2.93K +$1.98K +23 +209%
AWM
948
Activest Wealth Management
Florida
$2.84K +$2.84K +33 New
PWA
949
Physician Wealth Advisors
Utah
$2.78K – – –
HCM
950
Hollencrest Capital Management
California
$2.5K – – –
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