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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 %
EBA
1101
Eagle Bay Advisors
New York
– -$123K -1,161 Closed
AWM
1102
Avior Wealth Management
Nebraska
– -$88.9K -846 Closed
BC
1103
Bayforest Capital
United Kingdom
– -$85.1K -810 Closed
KG
1104
Kieckhefer Group
Wisconsin
– -$84.1K -800 Closed
KBFS
1105
Kohmann Bosshard Financial Services
Ohio
– -$63.8K -607 Closed
CJ
1106
Caitlin John
Michigan
– -$61.5K -585 Closed
VWM
1107
Venturi Wealth Management
Texas
– -$54K -514 Closed
PGAM
1108
Princeton Global Asset Management
New Jersey
– -$52.6K -500 Closed
TCG
1109
Transcendent Capital Group
Oklahoma
– -$47.3K -450 Closed
VHAM
1110
Van Hulzen Asset Management
California
– -$42K -400 Closed
CAL
1111
Capital Analysts LLC
Pennsylvania
– -$32K -300 Closed
NWWA
1112
New Wave Wealth Advisors
Arkansas
– -$11.8K -112 Closed
KIM
1113
Kestra Investment Management
Texas
– -$10.5K -100 Closed
OC
1114
Oarsman Capital
Wisconsin
– -$8.83K -84 Closed
DRP
1115
Decker Retirement Planning
Utah
– -$4.63K -44 Closed
ACM
1116
Aster Capital Management
United Arab Emirates
– -$2.31K -22 Closed
BFPW
1117
BOK Financial Private Wealth
Colorado
– -$1.17K -11 Closed
SC
1118
Stance Capital
Massachusetts
– -$946 -9 Closed
RTC
1119
Riverview Trust Company
Washington
– -$841 -8 Closed
NRG
1120
Nemes Rush Group
Michigan
– -$736 -7 Closed
CAWM
1121
Capital A Wealth Management
Pennsylvania
– -$631 -6 Closed
RBC
1122
Roble Belko & Company
Pennsylvania
– -$1K -6 Closed
PPWM
1123
PFG Private Wealth Management
Florida
– -$325 -3 Closed
RPA
1124
Redwood Park Advisors
California
– -$211 -2 Closed
CIA
1125
Cape Investment Advisory
Georgia
– -$105 -1 Closed
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