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Iron Mountain
IRM

Overview Fund Activity

1,051 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, 355 increasing their positions, 409 reducing their positions, and 107 closing their positions.

Holders
1,051
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
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
355
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$348M
2
Northern Trust
2
Northern Trust
Illinois
$455M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$205M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$126M
5
BlackRock
5
BlackRock
New York
$3.37B

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 Market Value Shares Shares
Change 		Shares
Change %
MWA
1151
MFA Wealth Advisors
Pennsylvania
– – -100 Closed
CPA
1152
Capital Performance Advisors
California
– – -71 Closed
JPWM
1153
Jamison Private Wealth Management
Georgia
– – -25 Closed
MA
1154
MCF Advisors
Kentucky
– – -4 Closed
RWM
1155
Reston Wealth Management
Virginia
– – -3 Closed
WA
1156
WestEnd Advisors
North Carolina
– – -2 Closed
MFG
1157
Mendota Financial Group
Wisconsin
– – -1 Closed
A
1158
AlphaQuest
New York
– – -1 Closed
KA
1159
Kozak & Associates
Colorado
– – -1 Closed
CM
1160
Caption Management
Oklahoma
– – – –
CCM
1161
CAAS Capital Management
New York
– – – –
FSCM
1162
First Sabrepoint Capital Management
Texas
– – – –
DG
1163
DigitalBridge Group
Florida
– – – –
PEAK6
1164
PEAK6
Illinois
– – – –
Simplex Trading
1165
Simplex Trading
Illinois
– – – –
DWM
1166
Dogwood Wealth Management
Kansas
– – – –
TSS
1167
Two Sigma Securities
New York
– – – –
JFGIW
1168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – – –
PP
1169
Paloma Partners
Connecticut
– – – –
AWM
1170
Activest Wealth Management
Florida
– – – –
Group One Trading
1171
Group One Trading
Illinois
– – – –
MS
1172
Maven Securities
Jersey
– – – –
WCA
1173
Waratah Capital Advisors
Ontario, Canada
– – – –
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