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WCN

Waste Connections

739 hedge funds and large institutions have $43.4B invested in Waste Connections in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 263 increasing their positions, 285 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $170M | Put options by funds: $54.9M

32% more funds holding in top 10

Funds holding in top 10: 1925 (+6)

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

14% more capital invested

Capital invested by funds: $37.9B → $43.4B (+$5.46B)

0.34% more ownership

Funds ownership: 85.53%85.87% (+0.34%)

0% more funds holding

Funds holding: 737739 (+2)

8% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 285

Holders
739
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
9.91%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
77
Increased
263
Reduced
285
Closed
67
Calls
$170M
Puts
$54.9M
Net Calls
+$115M
Net Calls Change
+$77.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.9B +$177M +954,242 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.07B -$8.72M -47,141 -0.4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.65B -$30.5M -164,793 -2%
Fidelity International
4
Fidelity International
Bermuda
$1.53B +$126M +680,374 +9%
WCM Investment Management
5
WCM Investment Management
California
$1.23B +$3.41M +18,400 +0.3%
BlackRock
6
BlackRock
New York
$1.18B +$15M +80,875 +1%
Capital International Investors
7
Capital International Investors
California
$1.17B +$4.5M +24,292 +0.4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.02B -$96.6M -521,811 -9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$960M +$33.8M +182,525 +4%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$947M -$231M -1,246,398 -20%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$912M -$141M -763,300 -14%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$892M +$46.4M +250,684 +6%
Norges Bank
13
Norges Bank
Norway
$789M +$6.04M +32,656 +0.8%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$754M +$18.6M +100,716 +3%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$744M +$22.3M +120,752 +3%
AIM
16
Alphinity Investment Management
Australia
$684M +$31.8M +172,077 +5%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$666M -$106M -572,783 -14%
JP Morgan Chase
18
JP Morgan Chase
New York
$641M +$5.89M +31,805 +1%
N
19
Nuveen
North Carolina
$623M +$260M +1,403,483 +78%
Bank of America
20
Bank of America
North Carolina
$551M +$111M +600,046 +27%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$541M -$25.4M -137,466 -5%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$476M +$29.1M +157,472 +7%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$471M +$76.5M +413,190 +21%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$468M -$44.9M -242,810 -9%
Morgan Stanley
25
Morgan Stanley
New York
$463M -$3.83M -20,689 -0.9%

WCN Hedge Fund Activity: Q1 2025 in Review

739 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Waste Connections (WCN) for Q1 2025, worth a combined $43.4B — up 14% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WCN positions and 67 closed out — a net gain of 10 holders — while 263 added to existing stakes and 285 trimmed.

The largest buyer was Nuveen, adding an estimated $260M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $231M.

  • 739 institutional investors held Waste Connections (WCN) as of Q1 2025, up from 737 in Q4 2024.
  • Funds reported $43.4B of Waste Connections stock for Q1 2025, up 14% quarter-over-quarter.
  • 77 funds opened new Waste Connections positions in Q1 2025 and 67 closed out, a net change of +10 holders.
  • The largest Waste Connections buyer in Q1 2025 was Nuveen, an estimated $260M added.
  • The largest Waste Connections seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $231M sold.

Based on aggregated 13F filings for Q1 2025.