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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
BS
201
Banco Santander
Spain
$6.63M +$7.42M +77,016 New
BIC
202
B&I Capital
Switzerland
$6.6M +$7.39M +76,660 New
SIMG
203
Sonora Investment Management Group
Arizona
$6.56M -$181K -1,875 -2%
Wealthfront Advisers
204
Wealthfront Advisers
California
$6.52M +$326K +3,385 +5%
BHC
205
Bowen Hanes & Co
Florida
$6.45M +$7.23M +75,000 New
Nomura Holdings
206
Nomura Holdings
Japan
$6.41M +$2.97M +30,780 +70%
AAS
207
Avantax Advisory Services
Texas
$6.36M +$219K +2,273 +3%
CF
208
Corebridge Financial
Texas
$6.32M -$273K -2,831 -4%
VLKIM
209
Van Lanschot Kempen Investment Management
Netherlands
$6.08M +$6.81M +70,641 New
CS
210
Candriam SCA
Luxembourg
$6.02M -$682K -7,080 -9%
Verition Fund Management
211
Verition Fund Management
Connecticut
$5.99M +$2.47M +25,630 +58%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$5.83M -$9.76M -101,292 -60%
CNB
213
Czech National Bank
Czech Republic
$5.8M +$370K +3,839 +6%
KBC Group
214
KBC Group
Belgium
$5.79M -$32.3M -334,908 -83%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
215
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.68M +$337K +3,502 +6%
Squarepoint
216
Squarepoint
New York
$5.65M +$2.96M +30,666 +87%
GAM
217
Gotham Asset Management
New York
$5.65M -$2.01M -20,873 -24%
AF
218
Allworth Financial
California
$5.58M +$99.1K +1,028 +2%
AQR Capital Management
219
AQR Capital Management
Connecticut
$5.53M -$13.4M -138,699 -68%
NIA
220
NIA Impact Advisors
California
$5.51M -$497K -5,157 -7%
ATIA
221
American Trust Investment Advisors
New Hampshire
$5.46M -$415K -4,310 -6%
Nordea Investment Management
222
Nordea Investment Management
Sweden
$5.39M +$3.39M +35,153 +126%
Two Sigma Advisers
223
Two Sigma Advisers
New York
$5.39M +$5.3M +55,000 +714%
AAM
224
Advisors Asset Management
Colorado
$5.36M -$332K -3,442 -5%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$5.36M -$308K -3,196 -5%

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.