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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
VEA
1026
Virtus ETF Advisers
New York
-$944K -8,983 Closed
VI
1027
Versor Investments
New York
-$915K -8,707 Closed
AC
1028
Allstate Corporation
Illinois
-$895K -8,513 Closed
BC
1029
Bridgefront Capital
Texas
-$877K -8,340 Closed
IWA
1030
IBEX Wealth Advisors
New Jersey
-$831K -7,908 Closed
PCM
1031
Prelude Capital Management
New York
-$785K -7,471 Closed
MS
1032
Madden Securities
Texas
-$767K -7,300 Closed
PRS
1033
Pinkerton Retirement Specialists
Idaho
-$753K -7,165 Closed
SAM
1034
Strategy Asset Managers
California
-$745K -7,084 Closed
HFM
1035
Harvest Fund Management
China
-$691K -6,571 Closed
HFM
1036
Hartford Funds Management
Pennsylvania
-$639K -6,082 Closed
GFG
1037
Goldstone Financial Group
Illinois
-$615K -5,852 Closed
WLG
1038
Williamson Legacy Group
Indiana
-$613K -5,834 Closed
RL
1039
Retireful LLC
Michigan
-$570K -5,423 Closed
SAM
1040
Secure Asset Management
Michigan
-$563K -5,358 Closed
CPCPP
1041
Canada Post Corporation Pension Plan
Canada
-$521K -4,957 Closed
FGP
1042
Freestone Grove Partners
California
-$519K -4,936 Closed
MGIA
1043
Moneta Group Investment Advisors
Missouri
-$518K -4,931 Closed
GLF
1044
Groupe la Francaise
France
-$500K -4,808 Closed
OFS
1045
OneAscent Financial Services
Alabama
-$501K -4,751 Closed
SC
1046
Scotia Capital
Ontario, Canada
-$486K -4,618 Closed
AFG
1047
Atomi Financial Group
New York
-$479K -4,559 Closed
OTPPB
1048
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$434K -4,131 Closed
BWP
1049
Balboa Wealth Partners
Arizona
-$424K -4,031 Closed
SG
1050
Sienna Gestion
France
-$404K -3,844 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.