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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
MFA
1076
Mayflower Financial Advisors
Massachusetts
-$242K -2,306 Closed
PAM
1077
Pegasus Asset Management
New York
-$242K -2,300 Closed
IP
1078
Ignite Planners
California
-$242K -2,286 Closed
SRL
1079
Scientech Research LLC
New Jersey
-$240K -2,282 Closed
CA
1080
Commerzbank Aktiengesellschaft
Germany
-$237K -2,280 Closed
NGA
1081
Naples Global Advisors
Florida
-$238K -2,250 Closed
BPW
1082
Bingham Private Wealth
California
-$236K -2,241 Closed
MAM
1083
Mystic Asset Management
Rhode Island
-$234K -2,226 Closed
FSA
1084
Financial Sense Advisors
California
-$233K -2,216 Closed
CBTWT
1085
Community Bank & Trust (Waco, Texas)
Texas
-$231K -2,200 Closed
HSA
1086
HBK Sorce Advisory
Pennsylvania
-$224K -2,130 Closed
SFS
1087
Stiles Financial Services
Minnesota
-$224K -2,127 Closed
XT
1088
XTX Topco
Cayman Islands
-$223K -2,124 Closed
AB
1089
ANB Bank
Colorado
-$222K -2,116 Closed
CFG
1090
Clayton Financial Group
Missouri
-$221K -2,102 Closed
FIA
1091
FNY Investment Advisers
New York
-$220K -2,100 Closed
NCFG
1092
New Century Financial Group
New Jersey
-$222K -2,099 Closed
SWP
1093
Sagespring Wealth Partners
Tennessee
-$219K -2,086 Closed
MCCP
1094
Mission Creek Capital Partners
California
-$219K -2,085 Closed
BA
1095
Bridgewater Associates
Connecticut
-$218K -2,074 Closed
SCM
1096
Saxony Capital Management
Missouri
-$217K -2,062 Closed
MSAM
1097
Moloney Securities Asset Management
Missouri
-$214K -2,034 Closed
CAAS
1098
Capital Asset Advisory Services
Michigan
-$215K -2,032 Closed
SC
1099
Syon Capital
California
-$212K -2,014 Closed
AIA
1100
Affinity Investment Advisors
California
-$212K -2,013 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.