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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 %
KIM
1001
Kestra Investment Management
Texas
$10.5K +$10.5K +100 New
Kayne Anderson Rudnick Investment Management
1002
Kayne Anderson Rudnick Investment Management
California
$10.5K +$10.5K +100 New
RTL
1003
Red Tortoise LLC
Georgia
$9.88K – – –
ACM
1004
Anfield Capital Management
California
$9.25K – – –
ADL
1005
Asset Dedication LLC
California
$8.94K -$10.5K -100 -54%
OC
1006
Oarsman Capital
Wisconsin
$8.83K -$3.68K -35 -29%
MCM
1007
Manchester Capital Management
Vermont
$8.2K – – –
FMTCOCP
1008
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
MSWM
1009
Mowery & Schoenfeld Wealth Management
Illinois
$5.89K +$5.89K +56 New
HNW
1010
High Note Wealth
Minnesota
$5.26K +$5.26K +50 New
DRP
1011
Decker Retirement Planning
Utah
$4.63K +$4.63K +44 New
CWM
1012
Copia Wealth Management
Oregon
$4.42K +$4.42K +42 New
BGAI
1013
Bruce G. Allen Investments
Colorado
$4.31K – – –
GFPC
1014
Global Financial Private Client
Florida
$3.89K – – –
PWA
1015
Physician Wealth Advisors
Utah
$3.4K +$3.4K +32 New
HCM
1016
Hollencrest Capital Management
California
$3.05K – – –
HIW
1017
Holos Integrated Wealth
Pennsylvania
$2.98K +$2.98K +28 New
SO
1018
Sierra Ocean
California
$2.85K +$2.85K +27 New
TCA
1019
Trifecta Capital Advisors
Illinois
$2.84K – – –
PA
1020
Pineridge Advisors
Missouri
$2.31K -$420 -4 -15%
ACM
1021
Aster Capital Management
United Arab Emirates
$2.31K +$2.31K +22 New
SFCL
1022
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
CSWM
1023
Cassady Schiller Wealth Management
Ohio
$2K +$2K +19 New
PIS
1024
POM Investment Strategies
North Carolina
$2K +$2K +19 New
CPG
1025
Cornerstone Planning Group
New Jersey
$1.98K – – –
39 40
41
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