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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$18M
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$17.7M
MWM
103
Moran Wealth Management
Florida
$17.7M
Stifel Financial
104
Stifel Financial
Missouri
$17.7M
Credit Agricole
105
Credit Agricole
France
$17.3M
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$16.8M
LIMS
108
Lasalle Investment Management Securities
Maryland
$16.7M
TD Asset Management
109
TD Asset Management
Ontario, Canada
$16.7M
SO
110
STRS Ohio
Ohio
$16.4M
UBV
111
United Bank (Virginia)
Virginia
$16.2M
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$16.2M
UCFA
113
United Capital Financial Advisors
Texas
$15.8M
RAM
114
Resona Asset Management
Japan
$15.2M
SOADOR
115
State of Alaska Department of Revenue
Alaska
$15.2M
Alyeska Investment Group
116
Alyeska Investment Group
Illinois
$15.2M
SSA
117
Schonfeld Strategic Advisors
New York
$15.1M
Two Sigma Investments
118
Two Sigma Investments
New York
$15.1M
ERSOT
119
Employees Retirement System of Texas
Texas
$14.8M
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$14.7M
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$14.5M
Natixis Advisors
122
Natixis Advisors
Massachusetts
$14.4M
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.9M
DIA
124
Dana Investment Advisors
Wisconsin
$13.7M
BCM
125
Brookstone Capital Management
Illinois
$13.6M