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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 %
SFS
1076
Stiles Financial Services
Minnesota
– -$224K -2,127 Closed
XT
1077
XTX Topco
Cayman Islands
– -$223K -2,124 Closed
AB
1078
ANB Bank
Colorado
– -$222K -2,116 Closed
CFG
1079
Clayton Financial Group
Missouri
– -$221K -2,102 Closed
FIA
1080
FNY Investment Advisers
New York
– -$220K -2,100 Closed
NCFG
1081
New Century Financial Group
New Jersey
– -$222K -2,099 Closed
SWP
1082
Sagespring Wealth Partners
Tennessee
– -$219K -2,086 Closed
MCCP
1083
Mission Creek Capital Partners
California
– -$219K -2,085 Closed
BA
1084
Bridgewater Associates
Connecticut
– -$218K -2,074 Closed
SCM
1085
Saxony Capital Management
Missouri
– -$217K -2,062 Closed
MSAM
1086
Moloney Securities Asset Management
Missouri
– -$214K -2,034 Closed
CAAS
1087
Capital Asset Advisory Services
Michigan
– -$215K -2,032 Closed
SC
1088
Syon Capital
California
– -$212K -2,014 Closed
AIA
1089
Affinity Investment Advisors
California
– -$212K -2,013 Closed
SSG
1090
Summit Securities Group
New York
– -$210K -2,000 Closed
TWP
1091
Tower Wealth Partners
Pennsylvania
– -$209K -1,987 Closed
Empower Advisory Group
1092
Empower Advisory Group
Colorado
– -$209K -1,985 Closed
SRA
1093
Secured Retirement Advisors
Minnesota
– -$207K -1,967 Closed
TA
1094
TPG Advisors
Illinois
– -$205K -1,954 Closed
Wolverine Trading
1095
Wolverine Trading
Illinois
– -$202K -1,948 Closed
LA
1096
Legacy Advisors
Pennsylvania
– -$205K -1,940 Closed
MWM
1097
Modera Wealth Management
New Jersey
– -$203K -1,928 Closed
FB
1098
Fulton Bank
Pennsylvania
– -$202K -1,924 Closed
VFA
1099
Values First Advisors
Tennessee
– -$177K -1,682 Closed
PIM
1100
Plato Investment Management
Australia
– -$175K -1,661 Closed
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