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Iron Mountain
IRM

Overview Fund Activity

1,051 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, 355 increasing their positions, 409 reducing their positions, and 107 closing their positions.

Holders
1,051
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
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
355
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 %
ZIMP
1076
Zimmermann Investment Management & Planning
Pennsylvania
– -$722K -6,075 Closed
CIM
1077
Caldwell Investment Management
Ontario, Canada
– -$688K -5,900 Closed
GS
1078
GTS Securities
New York
– -$699K -5,886 Closed
CT
1079
ClearAlpha Technologies
Connecticut
– -$609K -5,128 Closed
JFG
1080
Jefferies Financial Group
New York
– -$583K -4,909 Closed
QI
1081
Qtron Investments
Massachusetts
– -$557K -4,685 Closed
TVM
1082
True Vision MN
Minnesota
– -$543K -4,546 Closed
JCIA
1083
Jackson Creek Investment Advisors
Colorado
– -$529K -4,455 Closed
EI
1084
EDMP Inc
Florida
– -$521K -4,387 Closed
HGERS
1085
Householder Group Estate & Retirement Specialist
Arizona
– -$470K -3,956 Closed
CWP
1086
Capital Wealth Planning
Florida
– -$434K -3,655 Closed
GLA
1087
Good Life Advisors
Pennsylvania
– -$433K -3,646 Closed
CFMC
1088
Curbstone Financial Management Corp
New Hampshire
– -$427K -3,590 Closed
LGA
1089
Lebenthal Global Advisors
New York
– -$419K -3,526 Closed
PFA
1090
Pure Financial Advisors
California
– -$409K -3,441 Closed
MPM
1091
MBB Public Markets
Illinois
– -$396K -3,330 Closed
SWP
1092
Strategic Wealth Partners
Ohio
– -$381K -3,210 Closed
ICA
1093
Infrastructure Capital Advisors
New York
– -$377K -3,174 Closed
AWA
1094
Arkadios Wealth Advisors
Georgia
– -$334K -2,812 Closed
DFCM
1095
Dark Forest Capital Management
Puerto Rico
– -$330K -2,780 Closed
FAIM
1096
Financial Advocates Investment Management
Washington
– -$306K -2,576 Closed
IAS
1097
Insigneo Advisory Services
Florida
– -$294K -2,471 Closed
SG
1098
StoneX Group
New York
– -$278K -2,333 Closed
DWM
1099
Dakota Wealth Management
Florida
– -$275K -2,318 Closed
DTL
1100
Dynamic Technology Lab
Singapore
– -$271K -2,278 Closed
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