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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 %
BFA
1251
Beaumont Financial Advisors
Massachusetts
$738K -$24K -105 -3%
MMPW
1252
Mitchell McLeod Pugh & Williams
Alabama
$735K +$1.14K +5 +0.2%
KA
1253
Kovack Advisors
Florida
$734K -$131K -574 -15%
IAS
1254
Insigneo Advisory Services
Florida
$733K -$381K -1,665 -34%
API
1255
Asset Planning Inc
California
$733K +$2.29K +10 +0.3%
BB
1256
Busey Bank
Illinois
$732K -$31.8K -139 -4%
FCM
1257
Fire Capital Management
California
$732K +$1.83K +8 +0.3%
QWP
1258
Quotient Wealth Partners
Texas
$729K -$32.7K -143 -4%
S
1259
SimplyRich
California
$727K – – –
CWP
1260
Cyndeo Wealth Partners
Florida
$723K -$5.49K -24 -0.8%
AP
1261
Americana Partners
Texas
$721K +$1.14K +5 +0.2%
MMCM
1262
Murphy & Mullick Capital Management
New York
$720K +$83.2K +363 +13%
MWM
1263
Modera Wealth Management
New Jersey
$714K -$5.49K -24 -0.8%
TPI
1264
Trust Point Inc
Wisconsin
$714K +$361K +1,576 +102%
GWANC
1265
Guardian Wealth Advisors (North Carolina)
North Carolina
$714K -$107K -469 -13%
OCM
1266
Orleans Capital Management
Louisiana
$713K – – –
BRM
1267
Boston Research & Management
Massachusetts
$707K – – –
SMA
1268
Sage Mountain Advisors
Georgia
$706K +$132K +578 +23%
PAM
1269
Panagora Asset Management
Massachusetts
$705K -$2.01M -8,764 -74%
LA
1270
Lynch & Associates
Indiana
$705K +$705K +3,080 New
LS
1271
Livforsakringsbolaget Skandia
Sweden
$703K – – –
VWM
1272
Vigilare Wealth Management
Arizona
$702K +$313K +1,367 +80%
SIC
1273
Shoker Investment Counsel
Ohio
$702K +$458 +2 +0.1%
OC
1274
Oakworth Capital
Alabama
$699K -$121K -527 -15%
RTC
1275
Real Talk Capital
Tennessee
$698K +$229 +1 +0%
49 50
51
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