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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 %
RWM
976
Ruedi Wealth Management
Illinois
$516 – – –
WWM
977
Wolff Wiese Magana
California
$431 – – –
TIM
978
Tortoise Investment Management
New York
$430 – – –
BMC
979
Bear Mountain Capital
Washington
$363 +$363 +4 New
GA
980
GoalVest Advisory
New York
$344 +$344 +4 New
CT
981
Colonial Trust
South Carolina
$340 -$425 -5 -56%
PWMG
982
Private Wealth Management Group
New Jersey
$87 -$87 -1 -50%
RWS
983
Retirement Wealth Solutions
Wisconsin
$16 -$19 – –
Norges Bank
984
Norges Bank
Norway
– -$348M -3,313,186 Closed
AM
985
AGF Management
Ontario, Canada
– -$224M -2,133,904 Closed
EAM
986
Eventide Asset Management
Massachusetts
– -$39.3M -373,863 Closed
CM
987
Churchill Management
California
– -$18.2M -173,539 Closed
BAMCO Inc
988
BAMCO Inc
New York
– -$9.47M -90,138 Closed
CCS
989
Concentric Capital Strategies
Connecticut
– -$9.08M -86,377 Closed
Parallax Volatility Advisers
990
Parallax Volatility Advisers
California
– -$8.48M -80,698 Closed
MWM
991
MinichMacGregor Wealth Management
New York
– -$7.74M -73,663 Closed
QIM
992
Quantitative Investment Management
Virginia
– -$6.67M -63,416 Closed
MMA
993
Mizuho Markets Americas
New York
– -$5.86M -55,775 Closed
AIM
994
Achmea Investment Management
Netherlands
– -$4.5M -42,770 Closed
CD
995
Chapin Davis
Maryland
– -$4.14M -34,819 Closed
TNAM
996
Terra Nova Asset Management
New York
– -$3.46M -32,890 Closed
LCM
997
Laurion Capital Management
New York
– -$3.22M -30,626 Closed
GCA
998
GSI Capital Advisors
California
– -$2.74M -26,029 Closed
Acadian Asset Management
999
Acadian Asset Management
Massachusetts
– -$2.31M -22,027 Closed
DWA
1000
Dorsey Wright & Associates
California
– -$2.28M -21,641 Closed
38 39
40
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