We are live on ! Find out more
IRM icon

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
TNBTD
1051
Trustmark National Bank Trust Department
Mississippi
-$378K -3,593 Closed
SCM
1052
Stevens Capital Management
Pennsylvania
-$375K -3,564 Closed
CFO
1053
Callan Family Office
Pennsylvania
-$364K -3,461 Closed
CAM
1054
Cresset Asset Management
Illinois
-$349K -3,317 Closed
JIC
1055
Johnson Investment Counsel
Ohio
-$340K -3,231 Closed
CWP
1056
Core Wealth Partners
California
-$329K -3,127 Closed
YCG
1057
Yeomans Consulting Group
Georgia
-$326K -3,104 Closed
OWM
1058
OneAscent Wealth Management
Alabama
-$319K -3,039 Closed
AA
1059
Apriem Advisors
California
-$315K -3,000 Closed
CCT
1060
Capital City Trust
Florida
-$309K -2,940 Closed
ACM
1061
Alethea Capital Management
Washington
-$303K -2,884 Closed
LP
1062
LMR Partners
United Kingdom
-$299K -2,847 Closed
SIA
1063
Schechter Investment Advisors
Michigan
-$299K -2,846 Closed
NAM
1064
NorthCrest Asset Manangement
Minnesota
-$297K -2,826 Closed
CCMG
1065
Clark Capital Management Group
Pennsylvania
-$292K -2,776 Closed
BWP
1066
BSW Wealth Partners
Colorado
-$286K -2,723 Closed
KA
1067
Kovack Advisors
Florida
-$267K -2,542 Closed
PCS
1068
Personal CFO Solutions
New Jersey
-$257K -2,446 Closed
NL
1069
NWAM LLC
Washington
-$256K -2,436 Closed
TPWM
1070
Twelve Points Wealth Management
Massachusetts
-$253K -2,404 Closed
BA
1071
Bristlecone Advisors
Washington
-$252K -2,394 Closed
TBT
1072
Texas Bank & Trust
Texas
-$245K -2,334 Closed
GCP
1073
GSA Capital Partners
United Kingdom
-$245K -2,329 Closed
WB
1074
WesBanco Bank
West Virginia
-$245K -2,329 Closed
SFC
1075
Strategic Financial Concepts
Texas
-$243K -2,308 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.