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Waste Management

2,229 hedge funds and large institutions have $74.6B invested in Waste Management in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 925 increasing their positions, 780 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 108

22% more call options, than puts

Call options by funds: $519M | Put options by funds: $424M

19% more repeat investments, than reductions

Existing positions increased: 925 | Existing positions reduced: 780

1% more funds holding

Funds holding: 2,2022,229 (+27)

0.09% less ownership

Funds ownership: 81.22%81.12% (-0.09%)

1% less capital invested

Capital invested by funds: $75.6B → $74.6B (-$1.04B)

28% less funds holding in top 10

Funds holding in top 10: 6446 (-18)

Holders
2,229
Holders Change
+27
Holders Change %
+1.23%
% of All Funds
29.34%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.61%
New
160
Increased
925
Reduced
780
Closed
108
Calls
$519M
Puts
$424M
Net Calls
+$94.9M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
1076
Rogco LP
Oklahoma
$1.22M -$98.8K -426 -7%
AIMA
1077
Ables Iannone Moore & Associates
Georgia
$1.21M -$13.9K -60 -1%
AWM
1078
Angeles Wealth Management
California
$1.21M +$320K +1,379 +35%
JF
1079
JSF Financial
California
$1.2M +$118K +509 +11%
HWMO
1080
Heritage Wealth Management (Ohio)
Ohio
$1.18M
WA
1081
WealthTrust Axiom
Pennsylvania
$1.18M
SWM
1082
Spire Wealth Management
Virginia
$1.18M -$665K -2,868 -36%
BIG
1083
Brooklyn Investment Group
New York
$1.18M +$333K +1,434 +39%
BRWA
1084
B. Riley Wealth Advisors
Florida
$1.17M +$1.19M +5,133 New
CSC
1085
Caldwell Sutter Capital
California
$1.17M
GHA
1086
GW Henssler & Associates
Georgia
$1.16M +$11.4K +49 +1%
HIP
1087
HUB Investment Partners
Texas
$1.16M +$158K +682 +16%
LBC
1088
Leigh Baldwin & Co
New York
$1.15M -$5.8K -25 -0.5%
MFA
1089
Mayflower Financial Advisors
Massachusetts
$1.15M -$17.2K -74 -1%
RGF
1090
Retirement Guys Formula
Ohio
$1.14M +$91.9K +396 +9%
BOC
1091
Barbara Oil Co
Illinois
$1.14M
BONST
1092
Bank of Nova Scotia Trust
Ontario, Canada
$1.13M +$8.58K +37 +0.8%
SAM
1093
Silvercrest Asset Management
New York
$1.13M +$88.4K +381 +8%
CFP
1094
Comprehensive Financial Planning
Pennsylvania
$1.12M +$66.3K +286 +6%
FB
1095
Fulton Bank
Pennsylvania
$1.12M -$6.73K -29 -0.6%
RC
1096
Rexford Capital
Texas
$1.12M +$1.14M +4,898 New
MAM
1097
MWA Asset Management
Massachusetts
$1.12M +$32.2K +139 +3%
LGA
1098
Lebenthal Global Advisors
New York
$1.12M -$24.1K -104 -2%
CCA
1099
Catalyst Capital Advisors
New York
$1.12M -$17.2K -74 -1%
CCP
1100
Cassia Capital Partners
North Carolina
$1.11M -$17.9K -77 -2%

WM Hedge Fund Activity: Q2 2025 in Review

2,229 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2025, worth a combined $74.6B — down 1.4% from $75.6B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new WM positions and 108 closed out — a net gain of 52 holders — while 925 added to existing stakes and 780 trimmed.

The largest buyer was Morgan Stanley Institutional Investment Advisors, opening a new position worth an estimated $373M. The largest seller was AllianceBernstein, cutting an estimated $272M.

  • 2,229 institutional investors held Waste Management (WM) as of Q2 2025, up from 2,202 in Q1 2025.
  • Funds reported $74.6B of Waste Management stock for Q2 2025, down 1.4% quarter-over-quarter.
  • 160 funds opened new Waste Management positions in Q2 2025 and 108 closed out, a net change of +52 holders.
  • The largest Waste Management buyer in Q2 2025 was Morgan Stanley Institutional Investment Advisors, an estimated $373M added.
  • The largest Waste Management seller in Q2 2025 was AllianceBernstein, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2025.