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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 %
BFWA
1426
Benchmark Financial Wealth Advisors
Florida
$498K -$27.7K -121 -5%
CFO
1427
CVA Family Office
Colorado
$498K +$5.26K +23 +1%
HIC
1428
Holderness Investments Company
North Carolina
$498K -$1.14K -5 -0.2%
NA
1429
Nautilus Advisors
California
$498K -$1.14K -5 -0.2%
TWM
1430
Tradition Wealth Management
Minnesota
$496K +$229 +1 +0%
VWA
1431
VSM Wealth Advisory
Maryland
$496K -$1.83K -8 -0.4%
EWA
1432
Etesian Wealth Advisors
Oregon
$495K -$11K -48 -2%
V
1433
ViaWealth
Kansas
$494K -$23.8K -104 -5%
MLFP
1434
MPS Loria Financial Planners
Illinois
$494K -$2.29K -10 -0.5%
CP
1435
Canopy Partners
Ohio
$493K +$5.26K +23 +1%
SAM
1436
Sawgrass Asset Management
Florida
$493K +$49.7K +217 +11%
TWP
1437
Tyche Wealth Partners
Texas
$492K +$229 +1 +0%
CMAI
1438
Capital Management Associates Inc
Minnesota
$491K -$492K -2,150 -50%
PFSC
1439
Peoples Financial Services Corp
Pennsylvania
$489K -$170K -743 -26%
ACM
1440
Aljian Capital Management
Nevada
$486K +$686 +3 +0.1%
TCBWMS
1441
Texas Capital Bank Wealth Management Services
Texas
$485K +$82.6K +361 +21%
QL
1442
Quarry LP
New York
$483K +$375K +1,640 +347%
RIP
1443
Reliant Investment Partners
North Carolina
$483K +$24.5K +107 +5%
MIM
1444
Merrion Investment Management
New Jersey
$481K – – –
JSAM
1445
J. Safra Asset Management
New York
$480K +$36.1K +158 +8%
JWM
1446
Jeppson Wealth Management
California
$479K -$180K -785 -27%
LWL
1447
Leo Wealth LLC
Texas
$478K +$263K +1,151 +123%
MSCM
1448
McElhenny Sheffield Capital Management
Texas
$477K -$25.9K -113 -5%
CAL
1449
Capital Advisors Ltd
Ohio
$476K +$229 +1 +0%
LI
1450
LRI Investments
Florida
$474K +$22.9K +100 +5%
56 57
58
59 60