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Iron Mountain
IRM

Overview Fund Activity

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
Holders
982
Holders Change
-70
Holders Change %
-6.65%
% of All Funds
13.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
89
Increased
342
Reduced
396
Closed
142
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
BlackRock
BlackRock
New York
+$271M
3
CAM
Contour Asset Management
New York
+$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$224M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$151M
3
Capital World Investors
Capital World Investors
California
-$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 		Shares
Change %
GFG
1026
Goldstone Financial Group
Illinois
– -$615K -5,852 Closed
WLG
1027
Williamson Legacy Group
Indiana
– -$613K -5,834 Closed
RL
1028
Retireful LLC
Michigan
– -$570K -5,423 Closed
SAM
1029
Secure Asset Management
Michigan
– -$563K -5,358 Closed
CPCPP
1030
Canada Post Corporation Pension Plan
Canada
– -$521K -4,957 Closed
FGP
1031
Freestone Grove Partners
California
– -$519K -4,936 Closed
MGIA
1032
Moneta Group Investment Advisors
Missouri
– -$518K -4,931 Closed
GLF
1033
Groupe la Francaise
France
– -$500K -4,808 Closed
OFS
1034
OneAscent Financial Services
Alabama
– -$501K -4,751 Closed
SC
1035
Scotia Capital
Ontario, Canada
– -$486K -4,618 Closed
AFG
1036
Atomi Financial Group
New York
– -$479K -4,559 Closed
OTPPB
1037
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$434K -4,131 Closed
BWP
1038
Balboa Wealth Partners
Arizona
– -$424K -4,031 Closed
SG
1039
Sienna Gestion
France
– -$404K -3,844 Closed
TNBTD
1040
Trustmark National Bank Trust Department
Mississippi
– -$378K -3,593 Closed
SCM
1041
Stevens Capital Management
Pennsylvania
– -$375K -3,564 Closed
CFO
1042
Callan Family Office
Pennsylvania
– -$364K -3,461 Closed
CAM
1043
Cresset Asset Management
Illinois
– -$349K -3,317 Closed
JIC
1044
Johnson Investment Counsel
Ohio
– -$340K -3,231 Closed
CWP
1045
Core Wealth Partners
California
– -$329K -3,127 Closed
YCG
1046
Yeomans Consulting Group
Georgia
– -$326K -3,104 Closed
OWM
1047
OneAscent Wealth Management
Alabama
– -$319K -3,039 Closed
AA
1048
Apriem Advisors
California
– -$315K -3,000 Closed
CCT
1049
Capital City Trust
Florida
– -$309K -2,940 Closed
ACM
1050
Alethea Capital Management
Washington
– -$303K -2,884 Closed
40 41
42
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