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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 %
HIP
1401
Harrell Investment Partners
Texas
$530K +$530K +2,318 New
MW
1402
Maia Wealth
Colorado
$530K +$223K +975 +73%
AHC
1403
Adell Harriman & Carpenter
Texas
$529K +$3.2K +14 +0.6%
AWM
1404
Avior Wealth Management
Nebraska
$529K -$231K -1,009 -30%
CWA
1405
Clearview Wealth Advisors
Oregon
$528K +$458 +2 +0.1%
LWANC
1406
Laurel Wealth Advisors (North Carolina)
North Carolina
$526K +$523K +119,724 +18,825%
CIAS
1407
Capital Investment Advisory Services
North Carolina
$526K -$4.35K -19 -0.8%
NDBT
1408
North Dallas Bank & Trust
Texas
$525K +$525K +2,296 New
SPWG
1409
Syntegra Private Wealth Group
Missouri
$524K +$10.1K +44 +2%
SCA
1410
Stuart Chaussee & Associates
California
$523K – – –
KFP
1411
KMG Fiduciary Partners
Ohio
$521K – – –
SFB
1412
STAR Financial Bank
Indiana
$519K -$30.9K -135 -6%
AIFAIM
1413
American Institute for Advanced Investment Management
Arizona
$515K +$28.6K +125 +6%
CNBT
1414
Canandaigua National Bank & Trust
New York
$515K -$68.6K -300 -12%
JSSH
1415
J. Safra Sarasin Holding
$515K +$267K +1,166 +108%
SWA
1416
Stratos Wealth Advisors
Ohio
$513K +$40.7K +178 +9%
SAA
1417
Southeast Asset Advisors
Georgia
$511K – – –
GP
1418
Geneva Partners
Wisconsin
$511K +$21.7K +95 +4%
PWP
1419
Prasad Wealth Partners
Ohio
$511K -$6.86K -30 -1%
LAM
1420
Lewis Asset Management
California
$508K +$508K +2,221 New
SCM
1421
Stevens Capital Management
Pennsylvania
$508K +$15.6K +68 +3%
EFG
1422
Ethos Financial Group
Pennsylvania
$508K +$3.2K +14 +0.6%
PCP
1423
Proficio Capital Partners
Massachusetts
$505K +$170K +745 +51%
PP
1424
Patron Partners
Texas
$502K -$4.58K -20 -0.9%
SW
1425
SlateStone Wealth
Florida
$499K -$22.9K -100 -4%
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