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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14.01%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$455M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$205M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$126M
4
BlackRock
BlackRock
New York
$3.37B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$268M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.57B
2
UBS AM
UBS AM
Illinois
$44.8M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$163M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
976
Versant Capital Management
Arizona
$22.9K +$20.2K +192 +738%
CCM
977
Chilton Capital Management
Texas
$21.5K – – –
FMII
978
Farmers & Merchants Investments Inc
Nebraska
$21.5K – – –
SIS
979
Strategic Investment Solutions
Illinois
$21K – – –
C
980
Covestor
United Kingdom
$19K -$1.66K -16 -8%
CMP
981
Coston McIsaac & Partners
Maine
$19K +$205 +2 +1%
CPBTD
982
Central Pacific Bank - Trust Division
Hawaii
$17.1K +$17.1K +163 New
HWM
983
Hemington Wealth Management
Virginia
$17K – – –
GKIM
984
GW&K Investment Management
Massachusetts
$17K +$753 +7 +5%
MAM
985
Meeder Asset Management
Ohio
$16K -$420 -4 -3%
RA
986
Rise Advisors
New York
$15.5K -$2.95K -28 -16%
PPC
987
Park Place Capital
Alabama
$14.8K – – –
AAG
988
Accordant Advisory Group
Maryland
$14.4K +$14.4K +137 New
GBT
989
Grove Bank & Trust
Florida
$14.2K +$10.5K +100 +286%
BIA
990
Bell Investment Advisors
California
$13.8K – – –
BA
991
Bellwether Advisors
Nebraska
$13.5K +$13.5K +128 New
T
992
Tidemark
California
$13.1K – – –
MSFP
993
Mark Sheptoff Financial Planning
Connecticut
$12.9K – – –
MFT
994
Moisand Fitzgerald Tamayo
Florida
$11.9K – – –
NWWA
995
New Wave Wealth Advisors
Arkansas
$11.8K +$11.8K +112 New
LI
996
LRI Investments
Florida
$11.1K – – –
MCM
997
MV Capital Management
Maryland
$10.7K +$105 +1 +1%
1IA
998
1620 Investment Advisors
Massachusetts
$10.6K +$10.6K +101 New
HC
999
Hoese & Co
Minnesota
$10.5K – – –
AWM
1000
Ameliora Wealth Management
Switzerland
$10.5K – – –
38 39
40
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