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Iron Mountain
IRM

Overview Fund Activity

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
Holders
982
Holders Change
-70
Holders Change %
-6.65%
% of All Funds
13.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
89
Increased
342
Reduced
396
Closed
142
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
BlackRock
BlackRock
New York
+$271M
3
CAM
Contour Asset Management
New York
+$123M
4
Goldman Sachs
Goldman Sachs
New York
+$78.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.3M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$224M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$151M
3
Capital World Investors
Capital World Investors
California
-$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 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$13.3M +$4.99K +58 +0%
BC
127
Burney Company
Virginia
$13.1M -$183K -2,127 -1%
First Trust Advisors
128
First Trust Advisors
Illinois
$13.1M -$5.81M -67,548 -31%
ECM
129
ExodusPoint Capital Management
New York
$13M -$3.08M -35,795 -19%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$12.9M +$2.35M +27,252 +22%
Royal London Asset Management
131
Royal London Asset Management
United Kingdom
$12.8M +$1.05M +12,211 +9%
APG Asset Management
132
APG Asset Management
Netherlands
$12.6M -$79.7K -1,000 -0.6%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$12.4M -$1.3M -15,064 -9%
PI
134
PineBridge Investments
New York
$12.2M +$1.99M +23,083 +19%
TTWM
135
TCV Trust & Wealth Management
Virginia
$12.2M -$298K -3,462 -2%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$12.2M -$160K -1,855 -1%
VAM
137
Vert Asset Management
California
$11.7M +$583K +6,780 +5%
QCM
138
QRG Capital Management
Illinois
$11.7M -$1.08M -12,546 -8%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$11.6M +$1.27M +13,946 +12%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$11.6M -$256K -2,975 -2%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$11.5M +$151K +1,754 +1%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$11.5M -$2.68M -31,171 -19%
MA
143
Mutual Advisors
Nebraska
$11.4M +$842K +9,598 +8%
AAM
144
AR Asset Management
California
$11.2M – – –
Mitsubishi UFJ Trust & Banking
145
Mitsubishi UFJ Trust & Banking
Japan
$10.8M -$564K -6,559 -5%
Franklin Resources
146
Franklin Resources
California
$10.6M -$179K -2,077 -2%
SIG
147
Sargent Investment Group
Maryland
$10.5M -$318K -3,691 -3%
Osaic Holdings
148
Osaic Holdings
Arizona
$10.4M +$596K +6,930 +6%
DZ Bank
149
DZ Bank
Germany
$10.3M +$4.33M +50,369 +73%
CWM
150
CIBC World Markets
New York
$10.1M -$1.22M -14,237 -11%
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