IRM icon

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
SFS
1076
Stiles Financial Services
Minnesota
XT
1077
XTX Topco
Cayman Islands
AB
1078
ANB Bank
Colorado
CFG
1079
Clayton Financial Group
Missouri
FIA
1080
FNY Investment Advisers
New York
NCFG
1081
New Century Financial Group
New Jersey
SWP
1082
Sagespring Wealth Partners
Tennessee
MCCP
1083
Mission Creek Capital Partners
California
BA
1084
Bridgewater Associates
Connecticut
SCM
1085
Saxony Capital Management
Missouri
MSAM
1086
Moloney Securities Asset Management
Missouri
CAAS
1087
Capital Asset Advisory Services
Michigan
SC
1088
Syon Capital
California
AIA
1089
Affinity Investment Advisors
California
SSG
1090
Summit Securities Group
New York
TWP
1091
Tower Wealth Partners
Pennsylvania
Empower Advisory Group
1092
Empower Advisory Group
Colorado
SRA
1093
Secured Retirement Advisors
Minnesota
TA
1094
TPG Advisors
Illinois
Wolverine Trading
1095
Wolverine Trading
Illinois
LA
1096
Legacy Advisors
Pennsylvania
MWM
1097
Modera Wealth Management
New Jersey
FB
1098
Fulton Bank
Pennsylvania
VFA
1099
Values First Advisors
Tennessee
PIM
1100
Plato Investment Management
Australia