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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
Man Group
101
Man Group
United Kingdom
$18.5M -$575K -5,962 -3%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$18.4M -$3.04M -31,564 -13%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$18M -$1.51M -15,711 -7%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$17.7M +$1.5M +15,600 +8%
MWM
105
Moran Wealth Management
Florida
$17.7M -$292K -3,029 -1%
Stifel Financial
106
Stifel Financial
Missouri
$17.7M -$6.23M -64,662 -24%
Credit Agricole
107
Credit Agricole
France
$17.3M -$2.73M -28,301 -12%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M +$658K +6,832 +4%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$16.8M +$1M +10,382 +6%
LIMS
110
Lasalle Investment Management Securities
Maryland
$16.7M +$18.7M +194,144 New
TD Asset Management
111
TD Asset Management
Ontario, Canada
$16.7M -$169M -1,758,408 -90%
SO
112
STRS Ohio
Ohio
$16.4M +$5.75M +59,700 +46%
UBV
113
United Bank (Virginia)
Virginia
$16.2M -$2.5M -25,913 -12%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$16.2M +$883K +9,159 +5%
UCFA
115
United Capital Financial Advisors
Texas
$15.8M +$87.2K +905 +0.5%
RAM
116
Resona Asset Management
Japan
$15.2M +$1.25M +12,949 +8%
SOADOR
117
State of Alaska Department of Revenue
Alaska
$15.2M +$244K +2,530 +1%
Alyeska Investment Group
118
Alyeska Investment Group
Illinois
$15.2M +$17M +176,584 New
SSA
119
Schonfeld Strategic Advisors
New York
$15.1M -$5.76M -59,724 -25%
Two Sigma Investments
120
Two Sigma Investments
New York
$15.1M +$16.9M +175,533 New
ERSOT
121
Employees Retirement System of Texas
Texas
$14.8M +$4.03M +41,824 +32%
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$14.7M -$3.77M -39,081 -19%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$14.5M +$1.51M +15,708 +10%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$14.4M -$3.15M -32,686 -16%
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.9M +$460K +4,777 +3%

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.