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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 %
HIW
951
Holos Integrated Wealth
Pennsylvania
$2.46K +$85 +1 +4%
TCA
952
Trifecta Capital Advisors
Illinois
$2.32K – – –
HFS
953
Hughes Financial Services
Virginia
$2.17K +$2.17K +25 New
CA
954
Continuum Advisory
Idaho
$2.15K -$41.8K -486 -95%
WCM
955
WealthTrak Capital Management
Virginia
$2.15K +$1.29K +15 +150%
CPG
956
Cornerstone Planning Group
New Jersey
$2.11K +$505 +6 +32%
T
957
TOBAM
France
$2K -$72.6K -690 -97%
OAJ
958
Ogorek Anthony Joseph
New York
$2K +$2K +25 New
RWM
959
Rialto Wealth Management
New York
$1.98K +$1.98K +23 New
PA
960
Pineridge Advisors
Missouri
$1.89K – – –
DWM
961
Dogwood Wealth Management
Kansas
$1.73K +$1.73K +20 New
PIS
962
POM Investment Strategies
North Carolina
$1.65K – – –
CIAS
963
CBIZ Investment Advisory Services
Ohio
$1.48K +$1.48K +17 New
PWA
964
Principia Wealth Advisory
Texas
$1.35K +$676 +8 +100%
SFCL
965
Strengthening Families & Communities LLC
Massachusetts
$1.29K – – –
MEG
966
Millstone Evans Group
Colorado
$1.21K – – –
CAL
967
Capital Advisors Ltd
Ohio
$1K – – –
HFS
968
Hantz Financial Services
Michigan
$1K +$1K +7 New
AP
969
Aspect Partners
Virginia
$946 -$258 -3 -21%
MAS
970
MPWM Advisory Solutions
Georgia
$860 – – –
ACA
971
American Capital Advisory
Idaho
$603 +$603 +7 New
GP
972
Greenline Partners
New York
$602 +$602 +7 New
WW
973
Winnow Wealth
Texas
$540 +$154 +2 +40%
TFM
974
TFC Financial Management
Massachusetts
$517 – – –
BF
975
BOK Financial
Oklahoma
$516 – – –
37 38
39
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