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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
LP
1051
LMR Partners
United Kingdom
SIA
1052
Schechter Investment Advisors
Michigan
NAM
1053
NorthCrest Asset Manangement
Minnesota
CCMG
1054
Clark Capital Management Group
Pennsylvania
BWP
1055
BSW Wealth Partners
Colorado
KA
1056
Kovack Advisors
Florida
PCS
1057
Personal CFO Solutions
New Jersey
NL
1058
NWAM LLC
Washington
TPWM
1059
Twelve Points Wealth Management
Massachusetts
BA
1060
Bristlecone Advisors
Washington
TBT
1061
Texas Bank & Trust
Texas
WB
1062
WesBanco Bank
West Virginia
GCP
1063
GSA Capital Partners
United Kingdom
SFC
1064
Strategic Financial Concepts
Texas
MFA
1065
Mayflower Financial Advisors
Massachusetts
PAM
1066
Pegasus Asset Management
New York
IP
1067
Ignite Planners
California
SRL
1068
Scientech Research LLC
New Jersey
CA
1069
Commerzbank Aktiengesellschaft
Germany
NGA
1070
Naples Global Advisors
Florida
BPW
1071
Bingham Private Wealth
California
MAM
1072
Mystic Asset Management
Rhode Island
FSA
1073
Financial Sense Advisors
California
CBTWT
1074
Community Bank & Trust (Waco, Texas)
Texas
HSA
1075
HBK Sorce Advisory
Pennsylvania