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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
13.66%
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
Principal Financial Group
1
Principal Financial Group
Iowa
$265M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$210M
3
Invesco
3
Invesco
Georgia
$440M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$687M
5
CAM
5
Contour Asset Management
New York
$240M

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 %
OAJ
1001
Ogorek Anthony Joseph
New York
$2K 25 – –
PIS
1002
POM Investment Strategies
North Carolina
$1.98K 19 – –
AWM
1003
Activest Wealth Management
Florida
$1.74K 17 -16 -48%
TIM
1004
Tortoise Investment Management
New York
$1.74K 17 +12 +240%
KG
1005
Kilter Group
New York
$1.54K 15 +15 New
MEG
1006
Millstone Evans Group
Colorado
$1.44K 14 – –
CT
1007
Clearstead Trust
Maine
$1.23K 12 +12 New
HFS
1008
Hughes Financial Services
Virginia
$1.17K 13 -12 -48%
AP
1009
Aspect Partners
Virginia
$1.13K 11 – –
RWM
1010
Rialto Wealth Management
New York
$1.03K 10 -13 -57%
QWM
1011
Quaker Wealth Management
New Jersey
$1.03K 10 +10 New
CAL
1012
Capital Advisors Ltd
Ohio
$1K 10 -1 -9%
CT
1013
Colonial Trust
South Carolina
$923 9 +5 +125%
ACA
1014
American Capital Advisory
Idaho
$821 8 +1 +14%
SC
1015
Stephens Consulting
Michigan
$821 8 +8 New
TFM
1016
TFC Financial Management
Massachusetts
$718 7 +1 +17%
WWM
1017
Wolff Wiese Magana
California
$513 5 – –
LFA
1018
LGT Financial Advisors
Texas
$308 3 +3 New
DF
1019
DecisionPoint Financial
Arizona
$200 2 +2 New
PWMG
1020
Private Wealth Management Group
New Jersey
$103 1 – –
RWS
1021
Retirement Wealth Solutions
Wisconsin
– – – –
LIMS
1022
Lasalle Investment Management Securities
Maryland
– – -194,144 Closed
Two Sigma Investments
1023
Two Sigma Investments
New York
– – -175,533 Closed
CSS
1024
Cubist Systematic Strategies
Connecticut
– – -86,988 Closed
Renaissance Technologies
1025
Renaissance Technologies
New York
– – -85,763 Closed
39 40
41
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