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Waste Management

2,176 hedge funds and large institutions have $70.8B invested in Waste Management in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 907 increasing their positions, 787 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $511M | Put options by funds: $256M

15% more repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 787

5% less capital invested

Capital invested by funds: $74.6B → $70.8B (-$3.72B)

1.44% less ownership

Funds ownership: 81.12%79.68% (-1.4%)

2% less funds holding

Funds holding: 2,2282,176 (-52)

18% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 143

33% less funds holding in top 10

Funds holding in top 10: 4631 (-15)

Holders
2,176
Holders Change
-52
Holders Change %
-2.33%
% of All Funds
28.56%
Holding in Top 10
31
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-32.61%
% of All Funds
0.41%
New
117
Increased
907
Reduced
787
Closed
143
Calls
$511M
Puts
$256M
Net Calls
+$255M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1376
KPP Advisory Services
Kentucky
$539K +$15.1K +67 +3%
MEAC
1377
M.E. Allison & Co
Texas
$538K +$221K +983 +68%
MSWA
1378
Marshall & Sterling Wealth Advisors
New York
$537K -$2.03K -9 -0.4%
CPCM
1379
Cardinal Point Capital Management
Ontario, Canada
$537K +$31.8K +141 +6%
PWA
1380
Primoris Wealth Advisors
Florida
$536K +$3.38K +15 +0.6%
PF
1381
Phoenix Financial
Israel
$536K -$502K -2,228 -48%
SP
1382
Stablepoint Partners
Massachusetts
$536K
BWM
1383
Buska Wealth Management
Wisconsin
$536K -$5.41K -24 -1%
ZIG
1384
Zullo Investment Group
Pennsylvania
$535K -$16.4K -73 -3%
TCM
1385
Tributary Capital Management
Nebraska
$533K -$33.8K -150 -6%
FI
1386
Fosun International
China
$530K
IWA
1387
IBEX Wealth Advisors
New Jersey
$530K +$541K +2,401 New
FAM
1388
Formidable Asset Management
Ohio
$530K
TNBTD
1389
Trustmark National Bank Trust Department
Mississippi
$526K -$92.3K -410 -15%
CIAS
1390
Capital Investment Advisory Services
North Carolina
$525K +$18K +80 +3%
WSCM
1391
Wellington Shields Capital Management
New York
$524K
AIS
1392
AM Investment Strategies
Tennessee
$523K
CCWM
1393
Cassaday & Co Wealth Management
Virginia
$520K
HI
1394
Hudock Inc
Pennsylvania
$519K +$225 +1 +0%
RA
1395
RFG Advisory
Alabama
$518K -$155K -686 -23%
PP
1396
PDS Planning
Ohio
$517K -$47.1K -209 -8%
WDG
1397
Wealth Dimensions Group
Ohio
$517K -$30K -133 -5%
FRM
1398
Fox Run Management
Connecticut
$516K -$1.52M -6,741 -74%
SPA
1399
Sherbrooke Park Advisers
New York
$515K +$203K +900 +63%
GP
1400
Geneva Partners
Wisconsin
$514K +$21.2K +94 +4%

WM Hedge Fund Activity: Q3 2025 in Review

2,176 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q3 2025, worth a combined $70.8B — down 5% from $74.6B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of WM and 117 opened new positions — a net loss of 26 holders — while 787 trimmed existing stakes and 907 added.

The largest buyer was Vontobel Holding, adding an estimated $406M. The largest seller was Gates Foundation Trust, cutting an estimated $743M.

  • 2,176 institutional investors held Waste Management (WM) as of Q3 2025, down from 2,228 in Q2 2025.
  • Funds reported $70.8B of Waste Management stock for Q3 2025, down 5% quarter-over-quarter.
  • 117 funds opened new Waste Management positions in Q3 2025 and 143 closed out, a net change of -26 holders.
  • The largest Waste Management buyer in Q3 2025 was Vontobel Holding, an estimated $406M added.
  • The largest Waste Management seller in Q3 2025 was Gates Foundation Trust, an estimated $743M sold.

Based on aggregated 13F filings for Q3 2025.