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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
MSWM
951
Mowery & Schoenfeld Wealth Management
Illinois
$4.22K -$675 -7 -13%
WPA
952
Wealth Preservation Advisors
Tennessee
$3.96K +$4.43K +46 New
CWM
953
Copia Wealth Management
Oregon
$3.61K
BGAI
954
Bruce G. Allen Investments
Colorado
$3.53K
SO
955
Sierra Ocean
California
$3.28K +$1.06K +11 +41%
GFPC
956
Global Financial Private Client
Florida
$3.18K
GBT
957
Grove Bank & Trust
Florida
$3.01K -$9.64K -100 -74%
NC
958
NewSquare Capital
Pennsylvania
$2.92K +$2.22K +23 +209%
AWM
959
Activest Wealth Management
Florida
$2.84K +$3.18K +33 New
PWA
960
Physician Wealth Advisors
Utah
$2.78K
HCM
961
Hollencrest Capital Management
California
$2.5K
HIW
962
Holos Integrated Wealth
Pennsylvania
$2.46K +$96 +1 +4%
TCA
963
Trifecta Capital Advisors
Illinois
$2.32K
HFS
964
Hughes Financial Services
Virginia
$2.17K +$2.41K +25 New
CA
965
Continuum Advisory
Idaho
$2.15K -$46.8K -486 -95%
WCM
966
WealthTrak Capital Management
Virginia
$2.15K +$1.45K +15 +150%
CPG
967
Cornerstone Planning Group
New Jersey
$2.11K +$578 +6 +32%
T
968
TOBAM
France
$2K -$66.5K -690 -97%
OAJ
969
Ogorek Anthony Joseph
New York
$2K +$2.41K +25 New
RWM
970
Rialto Wealth Management
New York
$1.98K +$2.22K +23 New
PA
971
Pineridge Advisors
Missouri
$1.89K
DWM
972
Dogwood Wealth Management
Kansas
$1.73K +$1.93K +20 New
PIS
973
POM Investment Strategies
North Carolina
$1.65K
CIAS
974
CBIZ Investment Advisory Services
Ohio
$1.48K +$1.64K +17 New
PWA
975
Principia Wealth Advisory
Texas
$1.35K +$771 +8 +100%

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.