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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
Parallax Volatility Advisers
1001
Parallax Volatility Advisers
California
-$8.48M -80,698 Closed
MWM
1002
MinichMacGregor Wealth Management
New York
-$7.74M -73,663 Closed
QIM
1003
Quantitative Investment Management
Virginia
-$6.67M -63,416 Closed
MMA
1004
Mizuho Markets Americas
New York
-$5.86M -55,775 Closed
AIM
1005
Achmea Investment Management
Netherlands
-$4.5M -42,770 Closed
CD
1006
Chapin Davis
Maryland
-$4.14M -34,819 Closed
TNAM
1007
Terra Nova Asset Management
New York
-$3.46M -32,890 Closed
LCM
1008
Laurion Capital Management
New York
-$3.22M -30,626 Closed
GCA
1009
GSI Capital Advisors
California
-$2.74M -26,029 Closed
Acadian Asset Management
1010
Acadian Asset Management
Massachusetts
-$2.31M -22,027 Closed
DWA
1011
Dorsey Wright & Associates
California
-$2.27M -21,641 Closed
Twin Tree Management
1012
Twin Tree Management
Texas
-$2.1M -19,989 Closed
Marshall Wace
1013
Marshall Wace
United Kingdom
-$1.93M -18,374 Closed
GAA
1014
Green Alpha Advisors
Colorado
-$1.68M -15,971 Closed
RPI
1015
Railway Pension Investments
United Kingdom
-$1.66M -15,800 Closed
CAS
1016
Coppell Advisory Solutions
Texas
-$1.45M -14,026 Closed
HG
1017
Herbst Group
Connecticut
-$1.47M -13,975 Closed
CFGS
1018
Concourse Financial Group Securities
Alabama
-$1.35M -12,293 Closed
LOAMS
1019
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.26M -11,965 Closed
IMC Chicago
1020
IMC Chicago
Illinois
-$1.06M -10,973 Closed
IGAM
1021
iA Global Asset Management
Quebec, Canada
-$1.1M -10,505 Closed
HCMT
1022
Highland Capital Management (Tennessee)
Tennessee
-$1.04M -9,852 Closed
HF
1023
HRT Financial
New York
-$998K -9,500 Closed
AI
1024
Axecap Investments
Ohio
-$962K -9,149 Closed
TC
1025
TwinBeech Capital
New York
-$956K -9,094 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.