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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14.01%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$455M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$205M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$126M
4
BlackRock
4
BlackRock
New York
$3.37B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$268M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.57B
2
UBS AM
2
UBS AM
Illinois
$44.8M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$163M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1126
Baldwin Wealth Partners
Massachusetts
– -$211K -1,775 Closed
PA
1127
Prossimo Advisors
California
– -$210K -1,765 Closed
WC
1128
Waterloo Capital
Texas
– -$208K -1,754 Closed
FAFN
1129
First Affirmative Financial Network
Colorado
– -$206K -1,735 Closed
FPCP
1130
Fort Point Capital Partners
California
– -$206K -1,729 Closed
CIS
1131
Custom Index Systems
New York
– -$205K -1,729 Closed
WANY
1132
Wealthspire Advisors (New York)
New York
– -$205K -1,728 Closed
MM
1133
MQS Management
New York
– -$205K -1,725 Closed
LA
1134
LBP AM
France
– -$205K -1,724 Closed
1WM
1135
1858 Wealth Management
Ohio
– -$204K -1,716 Closed
QCIG
1136
Quad-Cities Investment Group
Iowa
– -$203K -1,708 Closed
RCWM
1137
Royal Capital Wealth Management
Indiana
– -$202K -1,700 Closed
CMI
1138
Clare Market Investments
Texas
– -$202K -1,700 Closed
FCM
1139
Fourpath Capital Management
Oklahoma
– -$178K -1,500 Closed
TFGT
1140
TS Financial Group (TSFG)
Illinois
– -$134K -1,124 Closed
Walleye Capital
1141
Walleye Capital
New York
– -$86.7K -730 Closed
Optiver Holding
1142
Optiver Holding
Netherlands
– -$81.6K -687 Closed
EC
1143
Elequin Capital
New York
– -$62.4K -525 Closed
AA
1144
Alta Advisers
United Kingdom
– -$59.4K -500 Closed
MSG
1145
Main Street Group
Virginia
– -$44.6K -376 Closed
TCOV
1146
Trust Company of Vermont
Vermont
– -$35.6K -300 Closed
TIAAOA
1147
Teachers Insurance & Annuity Association of America
New York
– -$35.6K -300 Closed
FNWA
1148
Financial Network Wealth Advisors
Utah
– -$34.6K -291 Closed
ATS
1149
Ashton Thomas Securities
New York
– -$31K -261 Closed
NFA
1150
Northwest Financial Advisors
Virginia
– -$16.8K -141 Closed
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