WM icon

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 %
CPA
1326
Court Place Advisors
Maryland
$625K – – –
CWM
1327
Cahaba Wealth Management
Georgia
$624K -$47.4K -207 -7%
KFGK
1328
Keystone Financial Group (Kentucky)
Kentucky
$624K +$53.8K +235 +9%
WC
1329
Whitney & Co
New York
$624K – – –
MNBTD
1330
Moody National Bank Trust Division
Texas
$616K +$41.9K +183 +7%
EIA
1331
Eldridge Investment Advisors
New Hampshire
$615K – – –
BPWM
1332
Badgley Phelps Wealth Managers
Washington
$614K +$4.35K +19 +0.7%
CCAM
1333
Cascades Capital Asset Management
North Carolina
$611K +$2.52K +11 +0.4%
FPCP
1334
Fort Point Capital Partners
California
$610K +$6.41K +28 +1%
PWAM
1335
Private Wealth Asset Management
Iowa
$607K -$4.35K -19 -0.7%
GI
1336
GS Investments
Minnesota
$606K – – –
WWM
1337
Waterway Wealth Management
Texas
$606K +$606K +2,647 New
KCIC
1338
Kuhn & Co Investment Counsel
Illinois
$605K – – –
MWM
1339
Modern Wealth Management
Kansas
$605K +$117K +511 +24%
NFSG
1340
Newbridge Financial Services Group
Florida
$604K -$7.09K -31 -1%
PFA
1341
Pure Financial Advisors
California
$602K +$340K +1,484 +129%
AP
1342
Appleton Partners
Massachusetts
$602K -$43.5K -190 -7%
SS
1343
SBI Securities
Japan
$599K -$44.8K -196 -7%
VCAM
1344
Van Cleef Asset Management
Ohio
$598K +$229 +1 +0%
TT
1345
TI-Trust
Illinois
$596K – – –
TA
1346
TCM Advisors
West Virginia
$595K -$718K – –
CAS
1347
CTC Alternative Strategies
Illinois
$595K +$595K +2,600 New
BAAM
1348
Baker Avenue Asset Management
California
$595K -$3.84M -16,793 -87%
LFG
1349
Lazard Frères Gestion
France
$593K – – –
IF
1350
Intrua Financial
Texas
$593K +$11.9K +52 +2%
52 53
54
55 56