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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
SFCL
976
Strengthening Families & Communities LLC
Massachusetts
$1.29K
CWP
977
Clark Wealth Partners
Illinois
$1.29K +$96 +1 +7%
MEG
978
Millstone Evans Group
Colorado
$1.21K
CAL
979
Capital Advisors Ltd
Ohio
$1K
HFS
980
Hantz Financial Services
Michigan
$1K +$675 +7 New
AP
981
Aspect Partners
Virginia
$946 -$289 -3 -21%
MAS
982
MPWM Advisory Solutions
Georgia
$860
ACA
983
American Capital Advisory
Idaho
$603 +$675 +7 New
GP
984
Greenline Partners
New York
$602 +$675 +7 New
WW
985
Winnow Wealth
Texas
$540 +$193 +2 +40%
TFM
986
TFC Financial Management
Massachusetts
$517
BF
987
BOK Financial
Oklahoma
$516
RWM
988
Ruedi Wealth Management
Illinois
$516
WWM
989
Wolff Wiese Magana
California
$431
TIM
990
Tortoise Investment Management
New York
$430
BMC
991
Bear Mountain Capital
Washington
$363 +$385 +4 New
GA
992
GoalVest Advisory
New York
$344 +$385 +4 New
CT
993
Colonial Trust
South Carolina
$340 -$482 -5 -56%
PWMG
994
Private Wealth Management Group
New Jersey
$87 -$96 -1 -50%
RWS
995
Retirement Wealth Solutions
Wisconsin
$16
AM
996
AGF Management
Ontario, Canada
-$224M -2,133,904 Closed
EAM
997
Eventide Asset Management
Massachusetts
-$39.3M -373,863 Closed
CM
998
Churchill Management
California
-$18.2M -173,539 Closed
BAMCO Inc
999
BAMCO Inc
New York
-$9.47M -90,138 Closed
CCS
1000
Concentric Capital Strategies
Connecticut
-$9.08M -86,377 Closed

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.