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Waste Management

2,149 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, 777 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 (-$3.75B)

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
2,149
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
BWG
1301
Beta Wealth Group
California
$621K
ST
1302
Sageworth Trust
Pennsylvania
$621K
PFA
1303
Pure Financial Advisors
California
$620K
AP
1304
Atwood & Palmer
Missouri
$619K
VCM
1305
Vision Capital Management
Oregon
$619K
MWM
1306
Modern Wealth Management
Kansas
$615K
CVA
1307
Central Valley Advisors
California
$614K
MHC
1308
Meyer Handelman Company
New York
$613K
BC
1309
Burney Company
Virginia
$612K
XWM
1310
Xcel Wealth Management
Florida
$610K
CGL
1311
Clarius Group LLC
Washington
$609K
KFGK
1312
Keystone Financial Group (Kentucky)
Kentucky
$608K
1C
1313
111 Capital
France
$608K
SOAMC
1314
Spirit of America Management Corp
New York
$607K
MSAM
1315
Moloney Securities Asset Management
Missouri
$607K
CPA
1316
Court Place Advisors
Maryland
$603K
WC
1317
Whitney & Co
New York
$602K
GIP
1318
Greatmark Investment Partners
Georgia
$602K
RBFC
1319
Roman Butler Fullerton & Co
Missouri
$594K
EIA
1320
Eldridge Investment Advisors
New Hampshire
$593K
FWP
1321
Fiduciary Wealth Partners
Massachusetts
$591K
KA
1322
KLCM Advisors
Wisconsin
$591K
CCAM
1323
Cascades Capital Asset Management
North Carolina
$591K
MNBTD
1324
Moody National Bank Trust Division
Texas
$588K
AP
1325
Appleton Partners
Massachusetts
$587K