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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
EBA
1101
Eagle Bay Advisors
New York
AWM
1102
Avior Wealth Management
Nebraska
BC
1103
Bayforest Capital
United Kingdom
KG
1104
Kieckhefer Group
Wisconsin
KBFS
1105
Kohmann Bosshard Financial Services
Ohio
CJ
1106
Caitlin John
Michigan
VWM
1107
Venturi Wealth Management
Texas
PGAM
1108
Princeton Global Asset Management
New Jersey
TCG
1109
Transcendent Capital Group
Oklahoma
VHAM
1110
Van Hulzen Asset Management
California
CAL
1111
Capital Analysts LLC
Pennsylvania
NWWA
1112
New Wave Wealth Advisors
Arkansas
KIM
1113
Kestra Investment Management
Texas
OC
1114
Oarsman Capital
Wisconsin
DRP
1115
Decker Retirement Planning
Utah
ACM
1116
Aster Capital Management
United Arab Emirates
BFPW
1117
BOK Financial Private Wealth
Colorado
SC
1118
Stance Capital
Massachusetts
RTC
1119
Riverview Trust Company
Washington
NRG
1120
Nemes Rush Group
Michigan
RBC
1121
Roble Belko & Company
Pennsylvania
CAWM
1122
Capital A Wealth Management
Pennsylvania
PPWM
1123
PFG Private Wealth Management
Florida
RPA
1124
Redwood Park Advisors
California
CIA
1125
Cape Investment Advisory
Georgia