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Iron Mountain

982 hedge funds and large institutions have $20.7B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 396 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $25.4B → $20.7B (-$4.64B)

24% less call options, than puts

Call options by funds: $151M | Put options by funds: $197M

37% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 142

Holders
982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$151M
Puts
$197M
Net Calls
Net Calls Change

Top Buyers

1 +$397M
2 +$271M
3 +$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1 -$224M
2 -$151M
3 -$146M
4
Cohen & Steers
Cohen & Steers
New York
-$123M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
1026
Goldstone Financial Group
Illinois
WLG
1027
Williamson Legacy Group
Indiana
RL
1028
Retireful LLC
Michigan
SAM
1029
Secure Asset Management
Michigan
CPCPP
1030
Canada Post Corporation Pension Plan
Canada
FGP
1031
Freestone Grove Partners
California
MGIA
1032
Moneta Group Investment Advisors
Missouri
GLF
1033
Groupe la Francaise
France
OFS
1034
OneAscent Financial Services
Alabama
SC
1035
Scotia Capital
Ontario, Canada
AFG
1036
Atomi Financial Group
New York
OTPPB
1037
Ontario Teachers' Pension Plan Board
Ontario, Canada
BWP
1038
Balboa Wealth Partners
Arizona
SG
1039
Sienna Gestion
France
TNBTD
1040
Trustmark National Bank Trust Department
Mississippi
SCM
1041
Stevens Capital Management
Pennsylvania
CFO
1042
Callan Family Office
Pennsylvania
CAM
1043
Cresset Asset Management
Illinois
JIC
1044
Johnson Investment Counsel
Ohio
CWP
1045
Core Wealth Partners
California
YCG
1046
Yeomans Consulting Group
Georgia
OWM
1047
OneAscent Wealth Management
Alabama
AA
1048
Apriem Advisors
California
CCT
1049
Capital City Trust
Florida
ACM
1050
Alethea Capital Management
Washington