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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.03B +$19M +220,564 +0.5%
BlackRock
2
BlackRock
New York
$3.03B +$271M +3,149,907 +10%
State Street
3
State Street
Massachusetts
$1.45B +$7.23M +83,336 +0.5%
Cohen & Steers
4
Cohen & Steers
New York
$1.16B -$123M -1,425,944 -10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$716M +$32.1M +371,274 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$455M +$397M +4,618,996 +692%
Northern Trust
7
Northern Trust
Illinois
$367M -$5.09M -59,152 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$366M +$3.2M +37,154 +0.9%
Charles Schwab
9
Charles Schwab
California
$300M +$748K +8,689 +0.2%
Morgan Stanley
10
Morgan Stanley
New York
$292M +$243K +2,824 +0.1%
Legal & General Group
11
Legal & General Group
United Kingdom
$274M +$134K +1,558 +0%
Deutsche Bank
12
Deutsche Bank
Germany
$271M -$9.37M -108,911 -3%
Invesco
13
Invesco
Georgia
$245M +$31.5M +366,134 +15%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$237M -$16.7M -194,654 -7%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$213M +$12.7M +147,575 +6%
NL
16
Nuveen LLC
North Carolina
$192M +$192M +2,234,200 New
Capital World Investors
17
Capital World Investors
California
$182M -$146M -1,700,248 -45%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$179M +$75.3M +874,622 +73%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$177M +$26.8M +311,494 +18%
CIM
20
Centersquare Investment Management
Pennsylvania
$173M +$26M +302,185 +18%
Goldman Sachs
21
Goldman Sachs
New York
$170M +$78.6M +913,715 +86%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$160M -$14.9M -173,594 -9%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$152M -$7.29M -84,718 -5%
PI
24
PGGM Investments
Netherlands
$137M +$44.2M +513,581 +47%
Ameriprise
25
Ameriprise
Minnesota
$132M -$3.04M -35,686 -2%
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