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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
DIA
126
Dana Investment Advisors
Wisconsin
$13.7M -$507K -5,257 -3%
BCM
127
Brookstone Capital Management
Illinois
$13.6M +$3.41M +35,362 +29%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$13.3M +$5.59K +58 +0%
BC
129
Burney Company
Virginia
$13.1M -$205K -2,127 -1%
First Trust Advisors
130
First Trust Advisors
Illinois
$13.1M -$6.51M -67,548 -31%
ECM
131
ExodusPoint Capital Management
New York
$13M -$3.45M -35,795 -19%
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$12.9M +$2.63M +27,252 +22%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$12.8M +$1.18M +12,211 +9%
APG Asset Management
134
APG Asset Management
Netherlands
$12.6M -$96.4K -1,000 -0.6%
DB
135
Danske Bank
Denmark
$12.4M -$1.76M -18,278 -11%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$12.4M -$1.45M -15,064 -9%
PI
137
PineBridge Investments
New York
$12.2M +$2.22M +23,083 +19%
TTWM
138
TCV Trust & Wealth Management
Virginia
$12.2M -$334K -3,462 -2%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$12.2M -$179K -1,855 -1%
VAM
140
Vert Asset Management
California
$11.7M +$653K +6,780 +5%
QCM
141
QRG Capital Management
Illinois
$11.7M -$1.21M -12,546 -8%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$11.6M +$1.34M +13,946 +12%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$11.6M -$287K -2,975 -2%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$11.5M +$169K +1,754 +1%
CIBC World Market
145
CIBC World Market
Ontario, Canada
$11.5M -$3M -31,171 -19%
MA
146
Mutual Advisors
Nebraska
$11.4M +$925K +9,598 +8%
AAM
147
AR Asset Management
California
$11.2M
SA
148
Sanctuary Advisors
Indiana
$10.9M +$497K +5,159 +4%
Mitsubishi UFJ Trust & Banking
149
Mitsubishi UFJ Trust & Banking
Japan
$10.8M -$632K -6,559 -5%
Franklin Resources
150
Franklin Resources
California
$10.6M -$200K -2,077 -2%

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.