IRM icon

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 %
LP
1051
LMR Partners
United Kingdom
– -$299K -2,847 Closed
SIA
1052
Schechter Investment Advisors
Michigan
– -$299K -2,846 Closed
NAM
1053
NorthCrest Asset Manangement
Minnesota
– -$297K -2,826 Closed
CCMG
1054
Clark Capital Management Group
Pennsylvania
– -$292K -2,776 Closed
BWP
1055
BSW Wealth Partners
Colorado
– -$286K -2,723 Closed
KA
1056
Kovack Advisors
Florida
– -$267K -2,542 Closed
PCS
1057
Personal CFO Solutions
New Jersey
– -$257K -2,446 Closed
NL
1058
NWAM LLC
Washington
– -$256K -2,436 Closed
TPWM
1059
Twelve Points Wealth Management
Massachusetts
– -$253K -2,404 Closed
BA
1060
Bristlecone Advisors
Washington
– -$252K -2,394 Closed
TBT
1061
Texas Bank & Trust
Texas
– -$245K -2,334 Closed
WB
1062
WesBanco Bank
West Virginia
– -$245K -2,329 Closed
GCP
1063
GSA Capital Partners
United Kingdom
– -$245K -2,329 Closed
SFC
1064
Strategic Financial Concepts
Texas
– -$243K -2,308 Closed
MFA
1065
Mayflower Financial Advisors
Massachusetts
– -$242K -2,306 Closed
PAM
1066
Pegasus Asset Management
New York
– -$242K -2,300 Closed
IP
1067
Ignite Planners
California
– -$242K -2,286 Closed
SRL
1068
Scientech Research LLC
New Jersey
– -$240K -2,282 Closed
CA
1069
Commerzbank Aktiengesellschaft
Germany
– -$237K -2,280 Closed
NGA
1070
Naples Global Advisors
Florida
– -$238K -2,250 Closed
BPW
1071
Bingham Private Wealth
California
– -$236K -2,241 Closed
MAM
1072
Mystic Asset Management
Rhode Island
– -$234K -2,226 Closed
FSA
1073
Financial Sense Advisors
California
– -$233K -2,216 Closed
CBTWT
1074
Community Bank & Trust (Waco, Texas)
Texas
– -$231K -2,200 Closed
HSA
1075
HBK Sorce Advisory
Pennsylvania
– -$224K -2,130 Closed
41 42
43
44 45