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Iron Mountain
IRM

Overview Fund Activity

1,018 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 383 increasing their positions, 349 reducing their positions, and 61 closing their positions.

Holders
1,018
Holders Change
+36
Holders Change %
+3.67%
% of All Funds
13.67%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
117
Increased
383
Reduced
349
Closed
61
Calls
$76.7M
Puts
$138M
Net Calls
-$60.9M
Net Calls Change
-$14.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$419M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$265M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$210M
4
Invesco
4
Invesco
Georgia
$440M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$687M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.21B
2
Citadel Advisors
2
Citadel Advisors
Florida
$14.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$104M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.5M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$39.2M
Name Market Value Shares Shares
Change 		Shares
Change %
STB
976
S&T Bank
Pennsylvania
$7.69K 75 – –
DWM
977
Dogwood Wealth Management
Kansas
$7.37K 74 +54 +270%
MSWA
978
Marshall & Sterling Wealth Advisors
New York
$6.87K 67 -2 -3%
PWA
979
Physician Wealth Advisors
Utah
$6.7K 65 +33 +103%
GBT
980
Grove Bank & Trust
Florida
$6.56K 64 +29 +83%
HHMI
981
Howard Hughes Medical Institute
Maryland
$6.46K 63 +63 New
FMTCOCP
982
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K 58 – –
MSWM
983
Mowery & Schoenfeld Wealth Management
Illinois
$5.03K 49 – –
HNW
984
High Note Wealth
Minnesota
$4.82K 47 -10 -18%
WPA
985
Wealth Preservation Advisors
Tennessee
$4.72K 46 – –
CPG
986
Cornerstone Planning Group
New Jersey
$4.59K 48 +23 +92%
CWM
987
Copia Wealth Management
Oregon
$4.31K 42 – –
HFS
988
Hantz Financial Services
Michigan
$4K 38 +31 +443%
SO
989
Sierra Ocean
California
$3.91K 38 – –
CIAS
990
CBIZ Investment Advisory Services
Ohio
$3.82K 37 +20 +118%
WCM
991
WealthTrak Capital Management
Virginia
$3.08K 30 +5 +20%
HCM
992
Hollencrest Capital Management
California
$2.98K 29 – –
TCA
993
Trifecta Capital Advisors
Illinois
$2.77K 27 – –
HIW
994
Holos Integrated Wealth
Pennsylvania
$2.62K 29 – –
SFCL
995
Strengthening Families & Communities LLC
Massachusetts
$2.46K 24 +9 +60%
PA
996
Pineridge Advisors
Missouri
$2.26K 22 – –
PWA
997
Principia Wealth Advisory
Texas
$2.26K 22 +6 +38%
OAJ
998
Ogorek Anthony Joseph
New York
$2K 25 – –
T
999
TOBAM
France
$2K 19 – –
PIS
1000
POM Investment Strategies
North Carolina
$1.98K 19 – –
38 39
40
41 42