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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
S
1276
SimplyRich
California
$727K
CWP
1277
Cyndeo Wealth Partners
Florida
$723K -$5.57K -24 -0.8%
AP
1278
Americana Partners
Texas
$721K +$1.16K +5 +0.2%
MMCM
1279
Murphy & Mullick Capital Management
New York
$720K +$84.2K +363 +13%
MWM
1280
Modera Wealth Management
New Jersey
$714K -$5.57K -24 -0.8%
TPI
1281
Trust Point Inc
Wisconsin
$714K +$366K +1,576 +102%
GWANC
1282
Guardian Wealth Advisors (North Carolina)
North Carolina
$714K -$109K -469 -13%
OCM
1283
Orleans Capital Management
Louisiana
$713K
BRM
1284
Boston Research & Management
Massachusetts
$707K
SMA
1285
Sage Mountain Advisors
Georgia
$706K +$134K +578 +23%
PAM
1286
Panagora Asset Management
Massachusetts
$705K -$2.03M -8,764 -74%
LA
1287
Lynch & Associates
Indiana
$705K +$714K +3,080 New
JSAM
1288
J. Safra Asset Management
New York
$705K +$67.3K +290 +10%
LS
1289
Livforsakringsbolaget Skandia
Sweden
$703K
VWM
1290
Vigilare Wealth Management
Arizona
$702K +$317K +1,367 +80%
SIC
1291
Shoker Investment Counsel
Ohio
$702K +$464 +2 +0.1%
OC
1292
Oakworth Capital
Alabama
$699K -$122K -527 -15%
RTC
1293
Real Talk Capital
Tennessee
$698K +$232 +1 +0%
AWE
1294
Avidian Wealth Enterprises
Texas
$695K +$28.5K +123 +4%
OFS
1295
Orrstown Financial Services
Pennsylvania
$695K -$113K -488 -14%
SHA
1296
Seneca House Advisors
Virginia
$694K -$1.62K -7 -0.2%
EIP
1297
Epoch Investment Partners
New York
$694K
CWM
1298
Connecticut Wealth Management
Connecticut
$694K -$1.86K -8 -0.3%
RA
1299
RFG Advisory
Alabama
$694K -$788K -3,397 -53%
WBC
1300
Westpac Banking Corp
Australia
$693K

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.