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WCN

Waste Connections

749 hedge funds and large institutions have $37.2B invested in Waste Connections in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 263 increasing their positions, 273 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,425% more call options, than puts

Call options by funds: $217M | Put options by funds: $14.2M

4% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 273

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 767749 (-18)

2.95% less ownership

Funds ownership: 85.48%82.53% (-2.9%)

10% less capital invested

Capital invested by funds: $41.3B → $37.2B (-$4.05B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
749
Holders Change
-18
Holders Change %
-2.35%
% of All Funds
9.83%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
77
Increased
263
Reduced
273
Closed
82
Calls
$217M
Puts
$14.2M
Net Calls
+$203M
Net Calls Change
+$185M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.55B +$131M +717,440 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.9B -$74.3M -408,064 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.82B +$886M +4,870,666 +88%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.56B +$99.7M +548,019 +7%
BlackRock
5
BlackRock
New York
$1.17B -$143M -786,141 -11%
WCM Investment Management
6
WCM Investment Management
California
$1.13B -$7.21M -39,606 -0.6%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.08B +$167M +918,245 +18%
Capital International Investors
8
Capital International Investors
California
$887M -$174M -958,474 -16%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$783M +$230M +1,264,150 +40%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$756M +$55.2M +303,132 +8%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$675M -$18.6M -102,185 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$611M +$6.52M +35,820 +1%
Fidelity International
13
Fidelity International
Bermuda
$595M -$508M -2,789,663 -45%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$592M -$182M -999,351 -23%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$583M -$141M -772,425 -19%
Morgan Stanley
16
Morgan Stanley
New York
$539M +$75.1M +412,504 +16%
Bank of America
17
Bank of America
North Carolina
$513M -$22.2M -121,967 -4%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$491M +$63.3M +347,923 +14%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$474M +$42.5M +233,400 +9%
SP
20
Stockbridge Partners
Massachusetts
$393M +$17.6M +96,753 +5%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$389M -$83.7M -459,655 -17%
MBI
22
Montrusco Bolton Investments
Quebec, Canada
$384M -$9.79M -53,769 -2%
Gates Foundation Trust
23
Gates Foundation Trust
Washington
$358M -$20M -110,000 -5%
CIBC Asset Management
24
CIBC Asset Management
Ontario, Canada
$351M +$130M +711,990 +56%
Principal Financial Group
25
Principal Financial Group
Iowa
$340M -$3.14M -17,251 -0.9%

WCN Hedge Fund Activity: Q3 2025 in Review

749 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Waste Connections (WCN) for Q3 2025, worth a combined $37.2B — down 9.8% from $41.3B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of WCN and 77 opened new positions — a net loss of 5 holders — while 273 trimmed existing stakes and 263 added.

The largest buyer was Fidelity Investments, adding an estimated $886M. The largest seller was Alphinity Investment Management, exiting entirely with an estimated $570M sold.

  • 749 institutional investors held Waste Connections (WCN) as of Q3 2025, down from 767 in Q2 2025.
  • Funds reported $37.2B of Waste Connections stock for Q3 2025, down 9.8% quarter-over-quarter.
  • 77 funds opened new Waste Connections positions in Q3 2025 and 82 closed out, a net change of -5 holders.
  • The largest Waste Connections buyer in Q3 2025 was Fidelity Investments, an estimated $886M added.
  • The largest Waste Connections seller in Q3 2025 was Alphinity Investment Management, an estimated $570M sold.

Based on aggregated 13F filings for Q3 2025.