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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
1
Northern Trust
Illinois
$455M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$205M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$126M
4
BlackRock
4
BlackRock
New York
$3.37B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$268M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.57B
2
UBS AM
2
UBS AM
Illinois
$44.8M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$163M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
1051
Redwood Park Advisors
California
$211 +$211 +2 New
CIA
1052
Cape Investment Advisory
Georgia
$105 +$105 +1 New
RWS
1053
Retirement Wealth Solutions
Wisconsin
$19 – – –
Lord, Abbett & Co
1054
Lord, Abbett & Co
New Jersey
– -$24.1M -203,000 Closed
WorldQuant Millennium Advisors
1055
WorldQuant Millennium Advisors
New York
– -$23M -193,747 Closed
GC
1056
Gillson Capital
Illinois
– -$17M -143,400 Closed
Tudor Investment Corp
1057
Tudor Investment Corp
Connecticut
– -$11.9M -100,000 Closed
WAM
1058
Weiss Asset Management
Massachusetts
– -$6.66M -56,039 Closed
SPS
1059
Susquehanna Portfolio Strategies
Pennsylvania
– -$5.82M -48,997 Closed
WAM
1060
Wakefield Asset Management
Colorado
– -$5.54M -46,625 Closed
UIC
1061
Uniplan Investment Counsel
Wisconsin
– -$5.31M -44,702 Closed
N
1062
Natixis
France
– -$3.91M -32,900 Closed
RFWA
1063
RPg Family Wealth Advisory
Massachusetts
– -$3.45M -28,826 Closed
ET
1064
Entropy Technologies
New York
– -$3.39M -28,542 Closed
TSW
1065
Three Seasons Wealth
Utah
– -$2.02M -16,924 Closed
DT
1066
Diversified Trust
Tennessee
– -$1.45M -12,168 Closed
Walleye Trading
1067
Walleye Trading
New York
– -$1.09M -9,152 Closed
ABC
1068
Associated Banc-Corp
Wisconsin
– -$1.05M -8,863 Closed
HHRDM
1069
H&H Retirement Design & Management
Nevada
– -$1.06M -8,697 Closed
KRSITF
1070
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$1.03M -8,685 Closed
FTDI
1071
First Trust Direct Indexing
Massachusetts
– -$949K -7,987 Closed
FFO
1072
Fiduciary Family Office
Florida
– -$911K -7,665 Closed
FF
1073
Friedenthal Financial
New Jersey
– -$824K -6,931 Closed
QWM
1074
Quadcap Wealth Management
Texas
– -$795K -6,689 Closed
AGA
1075
Accuvest Global Advisors
Utah
– -$769K -6,473 Closed
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