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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
29.41%
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 %
SFG
1176
Seamount Financial Group
Colorado
$899K +$32K +140 +4%
AV
1177
Alamea Verwaltungs
New Jersey
$896K +$153K +670 +21%
CGL
1178
Clarius Group LLC
Washington
$894K +$115K +503 +15%
MFG
1179
MidWestOne Financial Group
Iowa
$891K -$74.6K -326 -8%
CBA
1180
Coastal Bridge Advisors
Connecticut
$891K +$22.9K +100 +3%
CA
1181
CoreCap Advisors
Michigan
$889K +$87.4K +382 +11%
USCWA
1182
U.S. Capital Wealth Advisors
Texas
$887K -$815K -3,563 -48%
RCG
1183
Regatta Capital Group
California
$883K -$53.8K -235 -6%
EHC
1184
Everett Harris & Co
California
$878K +$111K +484 +14%
MAWCM
1185
Mine & Arao Wealth Creation & Management
California
$873K +$65K +284 +8%
WHC
1186
Wulff, Hansen & Co
California
$871K – – –
GIA
1187
Gladstone Institutional Advisory
Florida
$870K -$30.7K -134 -3%
CPBTD
1188
Central Pacific Bank - Trust Division
Hawaii
$870K -$45.8K -200 -5%
KWM
1189
Koa Wealth Management
California
$865K -$2.29K -10 -0.3%
QC
1190
Quantessence Capital
New York
$864K +$864K +3,778 New
VHAM
1191
Van Hulzen Asset Management
California
$863K +$15.8K +69 +2%
ISFAN
1192
Investor's Fiduciary Advisor Network
Washington
$858K +$46K +201 +6%
PWG
1193
Portside Wealth Group
Utah
$858K +$17.4K +76 +2%
NCM
1194
NCM Capital Management
New Jersey
$855K +$229 +1 +0%
AssetMark Inc
1195
AssetMark Inc
California
$854K +$343K +1,500 +67%
DWM
1196
Drive Wealth Management
Utah
$851K +$22.2K +97 +3%
BCA
1197
Bay Colony Advisors
Massachusetts
$848K +$3.89K +17 +0.5%
HCP
1198
Hardin Capital Partners
South Carolina
$847K – – –
CI
1199
Cigna Investments
Connecticut
$846K -$78.3K -342 -8%
AMCA
1200
Arthur M. Cohen & Associates
Illinois
$845K +$96.1K +420 +13%
46 47
48
49 50