WM icon

Waste Management

2,148 hedge funds and large institutions have $70.5B invested in Waste Management in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 897 increasing their positions, 776 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $74.3B → $70.5B (-$3.83B)

21% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 146

33% less funds holding in top 10

Funds holding in top 10: 4631 (-15)

Holders
2,148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$511M
Puts
$256M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOC
1076
Barbara Oil Co
Illinois
$1.1M
CWP
1077
Curated Wealth Partners
California
$1.1M
CW
1078
CreativeOne Wealth
Kansas
$1.1M
LBC
1079
Leigh Baldwin & Co
New York
$1.1M
ANBT
1080
American National Bank & Trust
Texas
$1.09M
RC
1081
Rexford Capital
Texas
$1.09M
MFG
1082
Magnus Financial Group
New York
$1.09M
CFP
1083
Comprehensive Financial Planning
Pennsylvania
$1.09M
FB
1084
Fulton Bank
Pennsylvania
$1.09M
SWM
1085
Spire Wealth Management
Virginia
$1.09M
MFG
1086
Mainsail Financial Group
Washington
$1.08M
HNWAG
1087
High Net Worth Advisory Group
Florida
$1.08M
CSC
1088
Caldwell Sutter Capital
California
$1.07M
RF
1089
Robbins Farley
New Hampshire
$1.07M
XF
1090
XML Financial
Maryland
$1.07M
GWM
1091
Geneos Wealth Management
Colorado
$1.07M
AWA
1092
Arete Wealth Advisors
Illinois
$1.06M
IWA
1093
IVC Wealth Advisors
Pennsylvania
$1.06M
BOJHT
1094
Bank of Jackson Hole Trust
Wyoming
$1.05M
Capstone Investment Advisors
1095
Capstone Investment Advisors
New York
$1.05M
SC
1096
Syon Capital
California
$1.04M
VIM
1097
Vancity Investment Management
British Columbia, Canada
$1.04M
KC
1098
Knuff & Co
California
$1.04M
FFA
1099
Founders Financial Alliance
North Carolina
$1.04M
SWP
1100
Strategic Wealth Partners
Ohio
$1.03M