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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 %
CCFM
951
Clear Creek Financial Management
Washington
$1.59M +$46.9K +205 +3%
ANBT
952
American National Bank & Trust
Texas
$1.57M +$685K +2,994 +77%
WANY
953
Wealthspire Advisors (New York)
New York
$1.57M +$6.64K +29 +0.4%
UW
954
Unique Wealth
Florida
$1.57M +$10.5K +46 +0.7%
SCM
955
SCS Capital Management
Massachusetts
$1.56M -$70.9K -310 -4%
HSA
956
HBK Sorce Advisory
Pennsylvania
$1.56M +$28.8K +126 +2%
SAI
957
Savvy Advisors Inc
New York
$1.56M +$212K +927 +16%
FLFS
958
Family Legacy Financial Solutions
North Carolina
$1.55M +$1.55M +6,791 New
WG
959
Welch Group
Alabama
$1.55M +$458 +2 +0%
WA
960
WBH Advisory
Maryland
$1.54M -$159K -694 -9%
SI
961
Sava Infond
Slovenia
$1.54M – – –
RBFC
962
Roman Butler Fullerton & Co
Missouri
$1.54M +$920K +4,006 +149%
EFS
963
Essex Financial Services
Connecticut
$1.53M +$101K +442 +7%
BJL
964
Brighton Jones LLC
Washington
$1.53M -$41.6K -182 -3%
MFIM
965
Mesirow Financial Investment Management
Illinois
$1.52M -$1.53M -6,668 -50%
CS
966
Cannell & Spears
New York
$1.52M +$458 +2 +0%
MCM
967
Mengis Capital Management
Oregon
$1.51M – – –
TCM
968
Tandem Capital Management
New Jersey
$1.51M -$7.09K -31 -0.5%
NB
969
Northwest Bancshares
Pennsylvania
$1.5M -$62.5K -273 -4%
FPF
970
First Pacific Financial
Washington
$1.5M +$13K +57 +0.9%
CFB
971
Cullen/Frost Bankers
Texas
$1.5M -$149K -650 -9%
SAM
972
Smartleaf Asset Management
Massachusetts
$1.5M -$99.1K -434 -6%
SWP
973
Sagespring Wealth Partners
Tennessee
$1.5M -$33.6K -147 -2%
HA
974
Harfst & Associates
Wyoming
$1.5M +$833K +3,641 +125%
SWM
975
Segment Wealth Management
Texas
$1.5M +$148K +646 +11%
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