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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
SIG
151
Sargent Investment Group
Maryland
$10.5M -$356K -3,691 -3%
Osaic Holdings
152
Osaic Holdings
Arizona
$10.4M +$668K +6,930 +6%
DZ Bank
153
DZ Bank
Germany
$10.3M +$4.85M +50,369 +73%
CWM
154
CIBC World Markets
New York
$10.1M -$1.37M -14,237 -11%
TA
155
Tectonic Advisors
Texas
$9.98M +$1.52M +15,790 +16%
II
156
IFM Investors
Australia
$9.81M -$844K -8,755 -7%
UM
157
UniSuper Management
Australia
$9.76M +$388K +4,028 +4%
USCWA
158
U.S. Capital Wealth Advisors
Texas
$9.65M -$86.9K -902 -0.8%
SBIA
159
Sheaff Brock Investment Advisors
Indiana
$9.58M -$82.4K -855 -0.8%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$9.52M -$310K -3,215 -3%
Canada Pension Plan Investment Board
161
Canada Pension Plan Investment Board
Ontario, Canada
$9.41M -$10.4M -107,925 -50%
HighTower Advisors
162
HighTower Advisors
Illinois
$9.39M +$2.27M +23,580 +28%
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$9.35M -$927K -9,622 -8%
ECM
164
Eisler Capital Management
United Kingdom
$9.26M +$10.4M +107,720 New
KOCAA
165
Knights of Columbus Asset Advisors
Connecticut
$9.19M -$8.14M -84,519 -44%
Creative Planning
166
Creative Planning
Kansas
$9.18M +$707K +7,332 +7%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$8.81M +$1.15M +11,982 +13%
KK
168
KLP Kapitalforvaltning
Norway
$8.58M +$164K +1,700 +2%
PAG
169
Private Advisor Group
New Jersey
$8.55M +$413K +4,282 +5%
CC
170
Chicago Capital
Illinois
$8.54M -$372K -3,863 -4%
State of New Jersey Common Pension Fund D
171
State of New Jersey Common Pension Fund D
New Jersey
$8.32M -$900K -9,342 -9%
NAAA
172
New Age Alpha Advisors
New York
$8.3M +$3.93M +40,793 +73%
LF
173
Lansforsakringar Fondforvaltning
Sweden
$8.3M -$70.2K -728 -0.7%
SMDAM
174
Sumitomo Mitsui DS Asset Management
Japan
$8.17M +$231K +2,395 +3%
FAF
175
Första AP-fonden
Sweden
$7.98M +$2.88M +29,900 +48%

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.