WM icon

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 %
SC
1051
Stance Capital
Massachusetts
$1.26M +$1.26M +5,502 New
CW
1052
CreativeOne Wealth
Kansas
$1.26M +$171K +746 +16%
QI
1053
Qtron Investments
Massachusetts
$1.26M -$289K -1,265 -19%
HFM
1054
Hartford Financial Management
Connecticut
$1.26M -$6.89M -30,097 -85%
LTI
1055
Laffer Tengler Investments
Tennessee
$1.26M +$1.02M +4,442 +425%
PSB
1056
Piscataqua Savings Bank
New Hampshire
$1.25M -$6.41K -28 -0.5%
CA
1057
Callahan Advisors
Texas
$1.25M +$8.01K +35 +0.6%
PHS
1058
Pekin Hardy Strauss
Illinois
$1.25M -$66.4K -290 -5%
CAMG
1059
CWA Asset Management Group
Florida
$1.24M -$62.5K -273 -5%
CCG
1060
Ceeto Capital Group
Florida
$1.22M +$229K +1,000 +23%
VA
1061
Valmark Advisers
Ohio
$1.22M +$11.9K +52 +1%
RL
1062
Rogco LP
Oklahoma
$1.22M -$97.5K -426 -7%
AIMA
1063
Ables Iannone Moore & Associates
Georgia
$1.21M -$13.7K -60 -1%
AWM
1064
Angeles Wealth Management
California
$1.21M +$316K +1,379 +35%
JF
1065
JSF Financial
California
$1.2M +$116K +509 +11%
HWMO
1066
Heritage Wealth Management (Ohio)
Ohio
$1.18M – – –
WA
1067
WealthTrust Axiom
Pennsylvania
$1.18M – – –
SWM
1068
Spire Wealth Management
Virginia
$1.18M -$656K -2,868 -36%
BIG
1069
Brooklyn Investment Group
New York
$1.18M +$328K +1,434 +39%
BRWA
1070
B. Riley Wealth Advisors
Florida
$1.17M +$1.17M +5,133 New
CSC
1071
Caldwell Sutter Capital
California
$1.17M – – –
GHA
1072
GW Henssler & Associates
Georgia
$1.16M +$11.2K +49 +1%
HIP
1073
HUB Investment Partners
Texas
$1.16M +$156K +682 +16%
LBC
1074
Leigh Baldwin & Co
New York
$1.15M -$5.72K -25 -0.5%
MFA
1075
Mayflower Financial Advisors
Massachusetts
$1.15M -$16.9K -74 -1%
41 42
43
44 45