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Waste Management
WM

Overview Fund Activity

2,195 hedge funds and large institutions have $74.2B invested in Waste Management in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 911 increasing their positions, 773 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,195
Holders Change
+24
Holders Change %
+1.11%
% of All Funds
29.42%
Holding in Top 10
46
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.98%
% of All Funds
0.62%
New
157
Increased
911
Reduced
773
Closed
99
Calls
$519M
Puts
$424M
Net Calls
+$94.9M
Net Calls Change
-$61.1M

Top Buyers

1
MSIIA
Morgan Stanley Institutional Investment Advisors
Colorado
+$368M
2
SGA
Sustainable Growth Advisers
Connecticut
+$237M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$142M
4
Holocene Advisors
Holocene Advisors
New York
+$122M
5
UBS AM
UBS AM
Illinois
+$117M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$268M
2
Bank of America
Bank of America
North Carolina
-$130M
3
Lazard Asset Management
Lazard Asset Management
New York
-$120M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$105M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$91.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
851
Mission Wealth Management
California
$2.09M -$10.5K -46 -0.5%
PMSA
852
Patrick M. Sweeney & Associates
Illinois
$2.09M -$2.73K -12 -0.1%
GAMC
853
Garner Asset Management Corp
Texas
$2.09M -$205K -895 -9%
MSS
854
Mitchell Sinkler & Starr
Pennsylvania
$2.09M +$29.7K +130 +1%
SW
855
SteelPeak Wealth
California
$2.09M +$28.8K +126 +1%
FRM
856
Fox Run Management
Connecticut
$2.08M +$743K +3,247 +56%
NG
857
Norden Group
Utah
$2.07M +$90.8K +397 +5%
HCCM
858
Hudson Canyon Capital Management
New York
$2.07M -$45.3K -198 -2%
CWM
859
Congress Wealth Management
Massachusetts
$2.05M +$826K +3,608 +67%
SVWAG
860
Sound View Wealth Advisors Group
Georgia
$2.05M +$4.12K +18 +0.2%
SWP
861
Strategic Wealth Partners
Ohio
$2.04M +$2.04M +8,931 New
IWM
862
IHT Wealth Management
Illinois
$2.04M +$17.6K +77 +0.9%
Fayez Sarofim & Co
863
Fayez Sarofim & Co
Texas
$2.04M -$31.8K -139 -2%
RSWM
864
Robertson Stephens Wealth Management
California
$2.02M -$199K -870 -9%
GWCM
865
Godshalk Welsh Capital Management
Pennsylvania
$2.01M -$9.15K -40 -0.5%
OAM
866
Oak Asset Management
California
$2.01M – – –
VAS
867
Vestmark Advisory Solutions
Massachusetts
$2M +$414K +1,809 +26%
FFA
868
Farther Finance Advisors
California
$2M +$242K +1,056 +14%
IFWM
869
Institute for Wealth Management
Colorado
$2M -$53.8K -235 -3%
PS
870
Principal Securities
Iowa
$1.99M +$775K +3,388 +64%
KCM
871
Kathmere Capital Management
Pennsylvania
$1.99M +$2.52K +11 +0.1%
GAM
872
Gotham Asset Management
New York
$1.98M +$772K +3,373 +64%
SIG
873
Sky Investment Group
Connecticut
$1.97M – – –
NL
874
NVWM LLC
Pennsylvania
$1.97M +$58.8K +257 +3%
TAM
875
Trillium Asset Management
Massachusetts
$1.96M -$273K -1,192 -12%
33 34
35
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