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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 %
RIM
1301
RW Investment Management
Idaho
$667K – – –
CVA
1302
Central Valley Advisors
California
$666K – – –
FWM
1303
Forza Wealth Management
Florida
$664K – – –
AWCI
1304
Alpine Woods Capital Investors
New York
$663K -$56.5K -247 -8%
CGH
1305
CMG Global Holdings
Texas
$663K – – –
DWM
1306
Dogwood Wealth Management
Kansas
$662K -$40K -178 -6%
DLA
1307
Douglas Lane & Associates
New York
$660K – – –
FWP
1308
Falcon Wealth Planning
California
$659K – – –
SP
1309
Successful Portfolios
Florida
$654K -$2.06K -9 -0.3%
MMM
1310
Mendel Money Management
Illinois
$653K +$4.58K +20 +0.7%
LCGC
1311
Legacy Capital Group California
California
$652K -$25.2K -110 -4%
BI
1312
Bradyco Inc
Massachusetts
$652K – – –
PGCM
1313
Prescott Group Capital Management
Oklahoma
$650K +$130K +567 +25%
HA
1314
Herold Advisors
New York
$649K +$44.8K +196 +7%
PFBT
1315
Parkside Financial Bank & Trust
Missouri
$648K +$120K +526 +23%
KA
1316
KLCM Advisors
Wisconsin
$648K +$2.29K +10 +0.4%
SAM
1317
Sompo Asset Management
Japan
$648K – – –
GM
1318
GeoWealth Management
Illinois
$647K +$1.14K +5 +0.2%
MHIC
1319
Marble Harbor Investment Counsel
Massachusetts
$646K – – –
AP
1320
Atwood & Palmer
Missouri
$642K – – –
VCM
1321
Vision Capital Management
Oregon
$641K – – –
RLH
1322
RD Lewis Holdings
Florida
$639K -$5.13K -22 -0.8%
TNBTD
1323
Trustmark National Bank Trust Department
Mississippi
$638K +$244K +1,065 +62%
XWM
1324
Xcel Wealth Management
Florida
$632K -$31.1K -136 -5%
GIP
1325
Greatmark Investment Partners
Georgia
$629K – – –
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