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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 %
WMP
1451
Wealth Management Partners
Arizona
$472K +$5.9K +26 +1%
BFIM
1452
Beese Fulmer Investment Management
Ohio
$472K +$98.2K +429 +26%
AT
1453
Arlington Trust
Alabama
$471K +$5.03K +22 +1%
GS
1454
GTS Securities
New York
$470K +$202K +882 +75%
BF
1455
Baring Financial
Washington
$469K +$12.4K +54 +3%
CI
1456
Corient IA
Florida
$469K -$160K -700 -25%
BMO
1457
Beck Mack & Oliver
New York
$469K – – –
CC
1458
Courier Capital
New York
$468K +$3.2K +14 +0.7%
ST
1459
Smithfield Trust
Pennsylvania
$467K – – –
ONST
1460
Old North State Trust
North Carolina
$467K +$26.5K +116 +6%
IC
1461
Iconiq Capital
California
$466K +$5.26K +23 +1%
AFG
1462
Allegheny Financial Group
Pennsylvania
$463K +$1.6K +7 +0.3%
JFGIW
1463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$461K -$533K -2,331 -54%
AIM
1464
Advyzon Investment Management
Illinois
$460K +$18.3K +80 +4%
SC
1465
SummitTX Capital
Texas
$458K -$1.94M -8,474 -81%
JBA
1466
Johnson Bixby & Associates
Washington
$458K – – –
GWA
1467
Gibson Wealth Advisors
Texas
$458K +$458K +2,000 New
CIC
1468
Crawford Investment Counsel
Georgia
$457K – – –
VIPI
1469
Vista Investment Partners II
Indiana
$457K -$15.8K -69 -3%
CWAG
1470
Compton Wealth Advisory Group
Virginia
$457K – – –
DJSG
1471
D.J. St. Germain
Massachusetts
$456K +$68.6K +300 +18%
IFS
1472
Ifrah Financial Services
Arkansas
$455K -$4.35K -19 -0.9%
NME
1473
Notis-McConarty Edward
$455K – – –
BBNB
1474
Baker Boyer National Bank
Washington
$453K – – –
EBSAM
1475
Eubel Brady & Suttman Asset Management
Ohio
$452K +$687 +3 +0.2%
57 58
59
60 61