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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 %
LFG
1201
Larson Financial Group
Missouri
$845K +$139K +609 +20%
APP
1202
Avantax Planning Partners
Iowa
$841K +$3.66K +16 +0.4%
GWM
1203
Geneos Wealth Management
Colorado
$839K -$724K -3,164 -46%
KW
1204
KWB Wealth
California
$835K +$10.9K +47 +1%
SW
1205
Solidarity Wealth
Utah
$833K -$275K -1,200 -25%
GAA
1206
Global Assets Advisory
Florida
$831K -$703K -3,071 -46%
FNBOH
1207
First National Bank of Hutchinson
Kansas
$824K -$16.7K -73 -2%
HCM
1208
Howard Capital Management
Georgia
$821K +$67K +293 +9%
QIM
1209
Quest Investment Management
Oregon
$819K +$819K +3,580 New
HAG
1210
HF Advisory Group
Maryland
$819K -$50.3K -220 -6%
KWMG
1211
King Wealth Management Group
Florida
$816K +$229 +1 +0%
AA
1212
Armis Advisers
Georgia
$811K +$103K +455 +15%
AIP
1213
Ameritas Investment Partners
Nebraska
$811K – – –
MCM
1214
Mattern Capital Management
Colorado
$810K +$119K +520 +17%
NFG
1215
Northeast Financial Group
Pennsylvania
$810K -$15.6K -68 -2%
ECM
1216
Evergreen Capital Management
Washington
$810K -$31.6K -138 -4%
OTL
1217
Oak Thistle LLC
New York
$808K -$18.1K -79 -2%
HR
1218
Howe & Rusling
New York
$807K +$39.1K +171 +5%
KA
1219
Kintegral Advisory
New York
$805K -$1.14K -5 -0.1%
ST
1220
Spinnaker Trust
Maine
$802K -$25.2K -110 -3%
MA
1221
MCF Advisors
Kentucky
$795K – – –
BTWM
1222
Baker Tilly Wealth Management
Wisconsin
$793K +$8.01K +35 +1%
WKWM
1223
Walter & Keenan Wealth Management
Indiana
$793K +$25.9K +113 +3%
WC
1224
Waterloo Capital
Texas
$792K +$201K +879 +34%
CBTWT
1225
Community Bank & Trust (Waco, Texas)
Texas
$789K +$19.9K +87 +3%
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