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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
HIW
951
Holos Integrated Wealth
Pennsylvania
$2.46K
TCA
952
Trifecta Capital Advisors
Illinois
$2.32K
HFS
953
Hughes Financial Services
Virginia
$2.17K
CA
954
Continuum Advisory
Idaho
$2.15K
WCM
955
WealthTrak Capital Management
Virginia
$2.15K
CPG
956
Cornerstone Planning Group
New Jersey
$2.11K
T
957
TOBAM
France
$2K
OAJ
958
Ogorek Anthony Joseph
New York
$2K
RWM
959
Rialto Wealth Management
New York
$1.98K
PA
960
Pineridge Advisors
Missouri
$1.89K
DWM
961
Dogwood Wealth Management
Kansas
$1.73K
PIS
962
POM Investment Strategies
North Carolina
$1.65K
CIAS
963
CBIZ Investment Advisory Services
Ohio
$1.48K
PWA
964
Principia Wealth Advisory
Texas
$1.35K
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
AP
969
Aspect Partners
Virginia
$946
MAS
970
MPWM Advisory Solutions
Georgia
$860
ACA
971
American Capital Advisory
Idaho
$603
GP
972
Greenline Partners
New York
$602
WW
973
Winnow Wealth
Texas
$540
TFM
974
TFC Financial Management
Massachusetts
$517
RWM
975
Ruedi Wealth Management
Illinois
$516