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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
PWAM
1601
Pinnacle West Asset Management
Wyoming
$351K +$7.88K +35 +2%
BWMG
1602
Bannerman Wealth Management Group
Texas
$350K -$3.83K -17 -1%
LAS
1603
LWM Advisory Services
Florida
$349K +$1.58K +7 +0.4%
BFA
1604
Bragg Financial Advisors
North Carolina
$349K -$15.8K -70 -4%
MAWA
1605
Moss Adams Wealth Advisors
Washington
$347K -$4.5K -20 -1%
GWM
1606
Gibbs Wealth Management
Georgia
$346K -$16K -71 -4%
SWM
1607
Shepherd Wealth Management
Ohio
$342K
AWM
1608
Aviso Wealth Management
Washington
$341K
TFP
1609
Tilia Fiduciary Partners
North Carolina
$341K -$2.03K -9 -0.6%
GKWIM
1610
Gerber Kawasaki Wealth & Investment Management
California
$341K -$14.6K -65 -4%
P
1611
Pitcairn
Pennsylvania
$341K -$191K -848 -35%
RT
1612
Rockland Trust
Massachusetts
$341K -$19.6K -87 -5%
BWS
1613
Broadway Wealth Solutions
Texas
$341K +$21.2K +94 +6%
GBT
1614
Grove Bank & Trust
Florida
$340K
MCM
1615
Manchester Capital Management
Vermont
$339K -$10.1K -45 -3%
TVAMP
1616
Tennessee Valley Asset Management Partners
Tennessee
$338K +$1.35K +6 +0.4%
LWP
1617
LMG Wealth Partners
Louisiana
$338K +$1.13K +5 +0.3%
WA
1618
WESPAC Advisors
California
$338K -$7.66K -34 -2%
PWM
1619
PBMares Wealth Management
Virginia
$338K -$8.56K -38 -2%
JWA
1620
JFS Wealth Advisors
Pennsylvania
$337K -$11.7K -52 -3%
AWAG
1621
ARS Wealth Advisors Group
Florida
$335K
DOA
1622
D'Orazio & Associates
Virginia
$334K -$20K -89 -6%
CFD
1623
Creative Financial Designs
Indiana
$333K +$225 +1 +0.1%
PL
1624
Plancorp LLC
Missouri
$333K -$39.6K -176 -10%
LFA
1625
Legacy Financial Advisors
Kentucky
$333K -$35.6K -158 -9%

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.