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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 %
BWM
1376
Buska Wealth Management
Wisconsin
$561K +$5.72K +25 +1%
NW
1377
Naviter Wealth
Arkansas
$559K -$40K -175 -7%
AMBIA
1378
Allen Mooney & Barnes Investment Advisors
Georgia
$559K +$458 +2 +0.1%
MSWA
1379
Marshall & Sterling Wealth Advisors
New York
$559K -$8.21K -36 -1%
SP
1380
Stablepoint Partners
Massachusetts
$555K -$5.26K -23 -0.9%
PWA
1381
Primoris Wealth Advisors
Florida
$552K -$51.5K -225 -9%
AF
1382
Advisornet Financial
Minnesota
$552K +$458 +2 +0.1%
FI
1383
Fosun International
China
$549K – – –
EP
1384
Edgestream Partners
New Jersey
$548K -$6.37M -27,826 -92%
JSL
1385
JT Stratford LLC
Georgia
$548K -$39.1K -171 -7%
P
1386
Pitcairn
Pennsylvania
$547K -$72.3K -316 -12%
CFP
1387
Catalyst Financial Partners
Massachusetts
$546K -$32.5K -142 -6%
KAS
1388
KPP Advisory Services
Kentucky
$543K -$3.2K -14 -0.6%
WSCM
1389
Wellington Shields Capital Management
New York
$543K +$229 +1 +0%
AIS
1390
AM Investment Strategies
Tennessee
$542K – – –
OHWP
1391
Oak Harbor Wealth Partners
North Carolina
$541K +$57.2K +250 +12%
SQA
1392
Simon Quick Advisors
New Jersey
$541K +$96.4K +421 +22%
DA
1393
Drake & Associates
Wisconsin
$539K +$44.4K +194 +9%
CCWM
1394
Cassaday & Co Wealth Management
Virginia
$538K +$13.5K +59 +3%
HI
1395
Hudock Inc
Pennsylvania
$538K +$229 +1 +0%
CASB
1396
Cape Ann Savings Bank
Massachusetts
$537K +$167K +729 +45%
FAM
1397
Formidable Asset Management
Ohio
$536K – – –
NAS
1398
Nicolet Advisory Services
Wisconsin
$536K +$122K +533 +29%
CPCM
1399
Cardinal Point Capital Management
Ontario, Canada
$532K +$33.6K +147 +7%
TC
1400
Trust Company
Kansas
$531K -$18.5K -81 -3%
54 55
56
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