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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 %
MCM
1226
Morton Capital Management
California
$783K +$43K +188 +6%
ICM
1227
IMS Capital Management
Oregon
$783K -$130K -567 -14%
BB
1228
Berkshire Bank
Massachusetts
$783K – – –
BCG
1229
Bravias Capital Group
New Jersey
$782K +$2.52K +11 +0.3%
BDFN
1230
Bond & Devick Financial Network
Minnesota
$778K +$229K +1,000 +42%
KP
1231
Keel Point
Alabama
$774K +$57K +249 +8%
BFA
1232
Bill Few Associates
Pennsylvania
$771K +$21.5K +94 +3%
SFP
1233
Shepherd Financial Partners
Massachusetts
$771K +$229 +1 +0%
GT
1234
Glenview Trust
Kentucky
$764K +$37.1K +162 +5%
AWAP
1235
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$761K – – –
IAG
1236
Ipsen Advisor Group
Arkansas
$755K +$9.15K +40 +1%
MFWP
1237
Mosaic Family Wealth Partners
Missouri
$752K -$19.5K -85 -3%
BA
1238
Bridgewater Advisors
New York
$750K +$1.65K +7 +0.2%
MAM
1239
Madison Asset Management
Wisconsin
$749K – – –
FFA
1240
First Foundation Advisors
California
$749K +$122K +531 +19%
HWM
1241
Hohimer Wealth Management
Washington
$747K – – –
FFO
1242
Fiduciary Family Office
Florida
$746K -$10.1K -44 -1%
B
1243
Birchbrook
Maine
$745K +$736K +3,217 +8,043%
RMDI
1244
R.M. Davis Inc
Maine
$745K -$6.87K -30 -0.9%
GLA
1245
Good Life Advisors
Pennsylvania
$745K +$23.6K +103 +3%
CAM
1246
Cozad Asset Management
Illinois
$744K – – –
CA
1247
Claro Advisors
Massachusetts
$744K -$87.6K -383 -11%
CFGW
1248
Chancellor Financial Group WB
Pennsylvania
$744K -$36.6K -160 -5%
RIA
1249
Richwood Investment Advisors
Ohio
$744K -$24K -105 -3%
MFC
1250
Mechanics Financial Corp
Ohio
$742K +$8.24K +36 +1%
48 49
50
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