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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
CWP
1401
Cyndeo Wealth Partners
Florida
$513K -$189K -837 -26%
TC
1402
Trust Company
Kansas
$512K
TCBWMS
1403
Texas Capital Bank Wealth Management Services
Texas
$512K +$44.4K +197 +9%
AWM
1404
Avior Wealth Management
Nebraska
$511K +$1.13K +5 +0.2%
AHC
1405
Adell Harriman & Carpenter
Texas
$511K
CFP
1406
Catalyst Financial Partners
Massachusetts
$511K -$16.9K -75 -3%
ICM
1407
IMS Capital Management
Oregon
$507K -$253K -1,125 -33%
CA
1408
Claro Advisors
Massachusetts
$507K -$216K -957 -29%
JSL
1409
JT Stratford LLC
Georgia
$505K -$24.8K -110 -5%
SCA
1410
Stuart Chaussee & Associates
California
$505K
NAS
1411
Nicolet Advisory Services
Wisconsin
$503K -$6.76K -30 -1%
FMLI
1412
Fukoku Mutual Life Insurance
Japan
$503K -$45.5K -202 -8%
KFP
1413
KMG Fiduciary Partners
Ohio
$503K
RPC
1414
Rossmore Private Capital
Connecticut
$502K +$138K +612 +37%
CNBT
1415
Canandaigua National Bank & Trust
New York
$498K +$676 +3 +0.1%
NIM
1416
Needham Investment Management
New York
$497K +$507K +2,250 New
CFO
1417
CVA Family Office
Colorado
$496K +$15.1K +67 +3%
CWA
1418
Clearview Wealth Advisors
Oregon
$495K -$14.6K -65 -3%
EFG
1419
Ethos Financial Group
Pennsylvania
$495K +$4.73K +21 +0.9%
SAA
1420
Southeast Asset Advisors
Georgia
$494K
LAM
1421
Lewis Asset Management
California
$491K +$225 +1 +0%
PCIG
1422
Partners Capital Investment Group
Massachusetts
$490K +$95.5K +424 +24%
AIFAIM
1423
American Institute for Advanced Investment Management
Arizona
$487K -$10.1K -45 -2%
PP
1424
Patron Partners
Texas
$486K +$1.35K +6 +0.3%
BFWA
1425
Benchmark Financial Wealth Advisors
Florida
$484K +$3.15K +14 +0.6%

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.