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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 %
WA
1026
WPG Advisers
Maryland
$1.79K +$1.79K +17 New
AP
1027
Aspect Partners
Virginia
$1.47K – – –
MEG
1028
Millstone Evans Group
Colorado
$1.47K +$1.47K +14 New
BFPW
1029
BOK Financial Private Wealth
Colorado
$1.17K +$1.17K +11 New
NC
1030
NewSquare Capital
Pennsylvania
$1.16K +$1.16K +11 New
WCM
1031
WealthTrak Capital Management
Virginia
$1.05K +$1.05K +10 New
MAS
1032
MPWM Advisory Solutions
Georgia
$1.05K +$1.05K +10 New
CAL
1033
Capital Advisors Ltd
Ohio
$1K – – –
RBC
1034
Roble Belko & Company
Pennsylvania
$1K +$1K +6 New
SC
1035
Stance Capital
Massachusetts
$946 +$946 +9 New
CT
1036
Colonial Trust
South Carolina
$933 +$518 +5 +125%
RTC
1037
Riverview Trust Company
Washington
$841 – – –
PWA
1038
Principia Wealth Advisory
Texas
$841 +$841 +8 New
NRG
1039
Nemes Rush Group
Michigan
$736 +$736 +7 New
TFM
1040
TFC Financial Management
Massachusetts
$631 – – –
RWM
1041
Ruedi Wealth Management
Illinois
$631 – – –
CAWM
1042
Capital A Wealth Management
Pennsylvania
$631 +$631 +6 New
BF
1043
BOK Financial
Oklahoma
$607 +$304 +3 +100%
NS
1044
NBC Securities
Alabama
$544 -$556K -5,108 -100%
TIM
1045
Tortoise Investment Management
New York
$526 – – –
WWM
1046
Wolff Wiese Magana
California
$526 – – –
CA
1047
Crewe Advisors
Utah
$526 +$210 +2 +67%
WW
1048
Winnow Wealth
Texas
$443 +$443 +5 New
PPWM
1049
PFG Private Wealth Management
Florida
$325 – – –
PWMG
1050
Private Wealth Management Group
New Jersey
$211 – – –
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