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Waste Management

2,310 hedge funds and large institutions have $72.3B invested in Waste Management in 2025 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 897 increasing their positions, 787 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 116

31% more call options, than puts

Call options by funds: $375M | Put options by funds: $287M

14% more repeat investments, than reductions

Existing positions increased: 897 | Existing positions reduced: 787

6% more funds holding

Funds holding: 2,1752,310 (+135)

2.08% more ownership

Funds ownership: 79.68%81.76% (+2.1%)

2% more capital invested

Capital invested by funds: $70.8B → $72.3B (+$1.42B)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

Holders
2,310
Holders Change
+135
Holders Change %
+6.21%
% of All Funds
28.11%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
290
Increased
897
Reduced
787
Closed
116
Calls
$375M
Puts
$287M
Net Calls
+$88.2M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1551
Values First Advisors
Tennessee
$416K
NB
1552
NBT Bank
New York
$416K
SIAP
1553
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$415K +$213 +1 +0.1%
CP
1554
Canopy Partners
Ohio
$413K -$48.2K -226 -11%
JWM
1555
Jeppson Wealth Management
California
$412K -$46.5K -218 -10%
MWS
1556
MFA Wealth Services
California
$411K +$99.5K +467 +33%
BF
1557
bLong Financial
Tennessee
$411K
PGCM
1558
Prescott Group Capital Management
Oklahoma
$410K -$208K -977 -34%
GKFF
1559
George Kaiser Family Foundation
Oklahoma
$410K
CWAG
1560
Compton Wealth Advisory Group
Virginia
$409K
LCWP
1561
Legacy Capital Wealth Partners
Arkansas
$409K -$21.3K -100 -5%
EPIM
1562
Evelyn Partners Investment Management
$409K
ONST
1563
Old North State Trust
North Carolina
$408K -$43.3K -203 -10%
AIM
1564
Advyzon Investment Management
Illinois
$408K +$114K +533 +40%
DBIA
1565
Dumont & Blake Investment Advisors
New Jersey
$407K -$5.33K -25 -1%
FP
1566
Financial Perspectives
Minnesota
$407K
CIC
1567
Crawford Investment Counsel
Georgia
$407K
MSFP
1568
Mark Sheptoff Financial Planning
Connecticut
$407K
SFG
1569
Synergy Financial Group
California
$405K -$17.1K -80 -4%
ESC
1570
Eurizon SLJ Capital
$404K +$392K +1,840 New
DA
1571
Drake & Associates
Wisconsin
$404K -$67.8K -318 -15%
SW
1572
SkyOak Wealth
Michigan
$403K
HIC
1573
Holderness Investments Company
North Carolina
$403K -$19.2K -90 -5%
PWMG
1574
Prestige Wealth Management Group
New Jersey
$402K -$10.7K -50 -3%
KFS
1575
Kurt F. Somerville
$401K +$107K +500 +38%