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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 %
AWE
1276
Avidian Wealth Enterprises
Texas
$695K +$28.1K +123 +4%
OFS
1277
Orrstown Financial Services
Pennsylvania
$695K -$112K -488 -14%
SHA
1278
Seneca House Advisors
Virginia
$694K -$1.6K -7 -0.2%
EIP
1279
Epoch Investment Partners
New York
$694K – – –
CWM
1280
Connecticut Wealth Management
Connecticut
$694K -$1.83K -8 -0.3%
RA
1281
RFG Advisory
Alabama
$694K -$777K -3,397 -53%
WBC
1282
Westpac Banking Corp
Australia
$693K – – –
BSHC
1283
Breed's Hill Capital
Massachusetts
$692K +$5.49K +24 +0.8%
SA
1284
SL Advisors
New Jersey
$690K -$1.08M -4,702 -61%
CWP
1285
Core Wealth Partners
California
$689K – – –
WAM
1286
Wolverine Asset Management
Illinois
$686K -$2.52M -11,000 -79%
CPSAC
1287
Chas P. Smith & Associates (CPS)
Florida
$686K -$5.49K -24 -0.8%
BOTPPF
1288
Board of the Pension Protection Fund
United Kingdom
$686K +$686K +3,000 New
SIM
1289
Stratos Investment Management
Ohio
$685K +$13K +57 +2%
AA
1290
Auxano Advisors
Washington
$683K -$915 -4 -0.1%
AC
1291
Apella Capital
Connecticut
$682K +$28.6K +126 +4%
AFP
1292
Ausdal Financial Partners
Iowa
$680K -$107K -467 -14%
JIC
1293
Joel Isaacson & Co
New York
$680K – – –
CA
1294
Cornerstone Advisory
Maryland
$679K +$2.75K +12 +0.4%
SIA
1295
SGL Investment Advisors
Montana
$677K +$8.1K +36 +1%
FFM
1296
Forum Financial Management
Illinois
$672K -$46.5K -203 -6%
IIM
1297
Illumine Investment Management
Washington
$671K – – –
LWAM
1298
Legacy Wealth Asset Management
Minnesota
$671K – – –
MHC
1299
Meyer Handelman Company
New York
$669K -$28.6K -125 -4%
MSAM
1300
Moloney Securities Asset Management
Missouri
$669K -$21.5K -94 -3%
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