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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 %
CWM
1351
Crowley Wealth Management
Delaware
$593K – – –
CAG
1352
Csenge Advisory Group
Florida
$592K +$33.3K +138 +6%
RMC
1353
Ring Mountain Capital
California
$592K – – –
AW
1354
Alaethes Wealth
Nevada
$589K – – –
MF
1355
Meridian Financial
Massachusetts
$588K -$45.8K -200 -7%
TCM
1356
Tributary Capital Management
Nebraska
$587K -$11.4K -50 -2%
FCM
1357
Fieldview Capital Management
Michigan
$584K +$584K +2,554 New
PP
1358
PDS Planning
Ohio
$584K +$80.1K +350 +16%
SG
1359
StoneX Group
New York
$583K +$90.2K +394 +18%
GIM
1360
Goelzer Investment Management
Indiana
$583K – – –
SC
1361
Sawyer & Company
Massachusetts
$582K +$2.29K +10 +0.4%
SMH
1362
Sanders Morris Harris
Texas
$582K – – –
PL
1363
Parthenon LLC
Kentucky
$581K +$8.7K +38 +2%
PSCM
1364
Per Stirling Capital Management
Texas
$581K +$229 +1 +0%
WAM
1365
Weinberger Asset Management
California
$579K -$915 -4 -0.2%
OSNBOA
1366
Old Second National Bank of Aurora
Illinois
$577K +$13.7K +60 +2%
DWAM
1367
Duncan Williams Asset Management
Tennessee
$577K +$114K +500 +25%
TNB
1368
Thomasville National Bank
Georgia
$575K -$175K -763 -23%
Jennison Associates
1369
Jennison Associates
New York
$574K -$33.9K -148 -6%
LA
1370
Latitude Advisors
Florida
$574K +$686 +3 +0.1%
ZIG
1371
Zullo Investment Group
Pennsylvania
$571K +$1.14K +5 +0.2%
CCC
1372
Compass Capital Corp
Massachusetts
$569K +$8.67K +38 +2%
FMLI
1373
Fukoku Mutual Life Insurance
Japan
$567K – – –
WDG
1374
Wealth Dimensions Group
Ohio
$566K +$6.18K +27 +1%
CA
1375
Clune & Associates
Illinois
$562K -$458 -2 -0.1%
53 54
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