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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.03B +$21.3M +220,564 +0.5%
BlackRock
2
BlackRock
New York
$3.03B +$304M +3,149,907 +10%
State Street
3
State Street
Massachusetts
$1.45B +$8.03M +83,336 +0.5%
Cohen & Steers
4
Cohen & Steers
New York
$1.16B -$137M -1,425,944 -10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$716M +$35.8M +371,274 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$455M +$445M +4,618,996 +692%
Northern Trust
7
Northern Trust
Illinois
$367M -$5.7M -59,152 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$366M +$3.58M +37,154 +0.9%
Norges Bank
9
Norges Bank
Norway
$318M +$36.5M +378,288 +11%
Charles Schwab
10
Charles Schwab
California
$300M +$837K +8,689 +0.2%
Morgan Stanley
11
Morgan Stanley
New York
$292M +$272K +2,824 +0.1%
Legal & General Group
12
Legal & General Group
United Kingdom
$274M +$150K +1,558 +0%
Deutsche Bank
13
Deutsche Bank
Germany
$271M -$10.5M -108,911 -3%
Invesco
14
Invesco
Georgia
$245M +$35.3M +366,134 +15%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$237M -$18.8M -194,654 -7%
Pictet Asset Management
16
Pictet Asset Management
Switzerland
$213M +$14.2M +147,575 +6%
N
17
Nuveen
North Carolina
$192M -$30.3M -314,770 -12%
Capital World Investors
18
Capital World Investors
California
$182M -$164M -1,700,248 -45%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$179M +$84.3M +874,622 +73%
JP Morgan Chase
20
JP Morgan Chase
New York
$177M +$30M +311,494 +18%
CIM
21
Centersquare Investment Management
Pennsylvania
$173M +$29.1M +302,185 +18%
Goldman Sachs
22
Goldman Sachs
New York
$170M +$88M +913,715 +86%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$160M -$16.7M -173,594 -9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$152M -$8.16M -84,718 -5%
PI
25
PGGM Investments
Netherlands
$137M +$49.5M +513,581 +47%

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.