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WCN

Waste Connections

767 hedge funds and large institutions have $41.3B invested in Waste Connections in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 301 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

54% more call options, than puts

Call options by funds: $49.8M | Put options by funds: $32.2M

24% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 242

4% more funds holding

Funds holding: 739767 (+28)

0.39% less ownership

Funds ownership: 85.87%85.48% (-0.39%)

5% less capital invested

Capital invested by funds: $43.4B → $41.3B (-$2.09B)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
767
Holders Change
+28
Holders Change %
+3.79%
% of All Funds
10.1%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.22%
New
93
Increased
301
Reduced
242
Closed
55
Calls
$49.8M
Puts
$32.2M
Net Calls
+$17.6M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
26
Stockbridge Partners
Massachusetts
$399M +$2.79M +14,465 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$379M -$74M -383,926 -16%
Principal Financial Group
28
Principal Financial Group
Iowa
$364M -$10.4M -53,964 -3%
Goldman Sachs
29
Goldman Sachs
New York
$363M +$62.4M +323,791 +20%
State Street
30
State Street
Massachusetts
$338M +$3.31M +17,197 +1%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$323M -$6.64M -34,457 -2%
UBS AM
32
UBS AM
Illinois
$284M +$40M +207,830 +16%
T. Rowe Price Investment Management
33
T. Rowe Price Investment Management
Maryland
$270M -$656M -3,405,667 -70%
Macquarie Group
34
Macquarie Group
Australia
$265M -$6.42M -33,307 -2%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$254M -$853K -4,429 -0.3%
Franklin Resources
36
Franklin Resources
California
$250M +$36.4M +189,076 +16%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$246M -$135K -703 -0.1%
Raymond James Financial
38
Raymond James Financial
Florida
$241M -$4.58M -23,782 -2%
CIBC Asset Management
39
CIBC Asset Management
Ontario, Canada
$240M +$8.03M +41,668 +3%
Brown Advisory
40
Brown Advisory
Maryland
$235M -$44.5M -230,937 -15%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$231M +$16.4M +85,300 +7%
DDC
42
DF Dent & Co
Maryland
$228M -$3.55M -18,426 -1%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$214M +$41.2M +213,768 +23%
Luther King Capital Management (LKCM)
44
Luther King Capital Management (LKCM)
Texas
$211M -$2.06M -10,706 -0.9%
OAC
45
OMERS Administration Corp
Ontario, Canada
$209M
Sands Capital Management
46
Sands Capital Management
Virginia
$209M +$2.25M +11,678 +1%
Legal & General Group
47
Legal & General Group
United Kingdom
$204M -$14.3M -74,202 -6%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$195M -$11.1M -57,400 -5%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$191M +$37.8M +196,250 +24%
Two Sigma Investments
50
Two Sigma Investments
New York
$180M -$7.86M -40,799 -4%

WCN Hedge Fund Activity: Q2 2025 in Review

767 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Waste Connections (WCN) for Q2 2025, worth a combined $41.3B — down 4.8% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WCN positions and 55 closed out — a net gain of 38 holders — while 301 added to existing stakes and 242 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $656M.

  • 767 institutional investors held Waste Connections (WCN) as of Q2 2025, up from 739 in Q1 2025.
  • Funds reported $41.3B of Waste Connections stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 93 funds opened new Waste Connections positions in Q2 2025 and 55 closed out, a net change of +38 holders.
  • The largest Waste Connections buyer in Q2 2025 was BlackRock, an estimated $268M added.
  • The largest Waste Connections seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $656M sold.

Based on aggregated 13F filings for Q2 2025.