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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
TA
151
Tectonic Advisors
Texas
$9.98M
II
152
IFM Investors
Australia
$9.81M
UM
153
UniSuper Management
Australia
$9.76M
USCWA
154
U.S. Capital Wealth Advisors
Texas
$9.65M
SBIA
155
Sheaff Brock Investment Advisors
Indiana
$9.58M
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$9.52M
Canada Pension Plan Investment Board
157
Canada Pension Plan Investment Board
Ontario, Canada
$9.41M
HighTower Advisors
158
HighTower Advisors
Illinois
$9.39M
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$9.35M
ECM
160
Eisler Capital Management
United Kingdom
$9.26M
KOCAA
161
Knights of Columbus Asset Advisors
Connecticut
$9.19M
Creative Planning
162
Creative Planning
Kansas
$9.18M
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$8.81M
KK
164
KLP Kapitalforvaltning
Norway
$8.58M
PAG
165
Private Advisor Group
New Jersey
$8.55M
CC
166
Chicago Capital
Illinois
$8.54M
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$8.32M
NAAA
168
New Age Alpha Advisors
New York
$8.3M
LF
169
Lansforsakringar Fondforvaltning
Sweden
$8.3M
SMDAM
170
Sumitomo Mitsui DS Asset Management
Japan
$8.17M
FAF
171
Första AP-fonden
Sweden
$7.98M
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.92M
ACM
173
Adelante Capital Management
California
$7.91M
MIM
174
MetLife Investment Management
New Jersey
$7.9M
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$7.82M