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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
FWP
1326
Falcon Wealth Planning
California
$659K
SP
1327
Successful Portfolios
Florida
$654K -$2.09K -9 -0.3%
MMM
1328
Mendel Money Management
Illinois
$653K +$4.64K +20 +0.7%
LCGC
1329
Legacy Capital Group California
California
$652K -$25.5K -110 -4%
BI
1330
Bradyco Inc
Massachusetts
$652K
PGCM
1331
Prescott Group Capital Management
Oklahoma
$650K +$132K +567 +25%
HA
1332
Herold Advisors
New York
$649K +$45.5K +196 +7%
PFBT
1333
Parkside Financial Bank & Trust
Missouri
$648K +$122K +526 +23%
KA
1334
KLCM Advisors
Wisconsin
$648K +$2.32K +10 +0.4%
SAM
1335
Sompo Asset Management
Japan
$648K
GM
1336
GeoWealth Management
Illinois
$647K +$1.16K +5 +0.2%
MHIC
1337
Marble Harbor Investment Counsel
Massachusetts
$646K
AP
1338
Atwood & Palmer
Missouri
$642K
VCM
1339
Vision Capital Management
Oregon
$641K
RLH
1340
RD Lewis Holdings
Florida
$639K -$5.1K -22 -0.8%
TNBTD
1341
Trustmark National Bank Trust Department
Mississippi
$638K +$247K +1,065 +62%
XWM
1342
Xcel Wealth Management
Florida
$632K -$31.5K -136 -5%
GIP
1343
Greatmark Investment Partners
Georgia
$629K
CPA
1344
Court Place Advisors
Maryland
$625K
CWM
1345
Cahaba Wealth Management
Georgia
$624K -$48K -207 -7%
KFGK
1346
Keystone Financial Group (Kentucky)
Kentucky
$624K +$54.5K +235 +9%
WC
1347
Whitney & Co
New York
$624K
MNBTD
1348
Moody National Bank Trust Division
Texas
$616K +$42.5K +183 +7%
EIA
1349
Eldridge Investment Advisors
New Hampshire
$615K
BPWM
1350
Badgley Phelps Wealth Managers
Washington
$614K +$4.41K +19 +0.7%

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.