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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 %
HW
1476
HORAN Wealth
Ohio
$451K +$451K +1,971 New
LFP
1477
Lakeshore Financial Planning
Michigan
$451K +$458 +2 +0.1%
LCWP
1478
Legacy Capital Wealth Partners
Arkansas
$450K +$12.4K +54 +3%
FMTCOCP
1479
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$450K -$5.03K -22 -1%
PBF
1480
Petix & Botte Financial
California
$449K +$9.61K +42 +2%
PA
1481
PFG Advisors
Arizona
$449K +$90.8K +397 +25%
BWP
1482
Balboa Wealth Partners
Arizona
$448K +$166K +726 +59%
RWI
1483
Red Wave Investments
Pennsylvania
$447K +$2.75K +12 +0.6%
LNB
1484
Ledyard National Bank
$447K +$22.9K +100 +5%
ABTD
1485
Arvest Bank Trust Division
Oklahoma
$447K -$3.2K -14 -0.7%
OWIM
1486
Old West Investment Management
California
$447K – – –
NHT
1487
New Hampshire Trust
New Hampshire
$446K – – –
MFS
1488
Miller Financial Services
Michigan
$445K +$458 +2 +0.1%
ISWM
1489
Independent Solutions Wealth Management
New York
$444K +$20.8K +91 +5%
DI
1490
Diligent Investors
California
$442K +$1.14K +5 +0.3%
SFG
1491
Synergy Financial Group
California
$441K -$11.4K -50 -3%
QWM
1492
Quaker Wealth Management
New Jersey
$440K +$440K +1,925 New
PCMF
1493
Private Capital Management (Florida)
Florida
$440K -$42.6K -186 -9%
SFO
1494
Stokes Family Office
Louisiana
$440K +$11.9K +52 +3%
NRI
1495
NFP Retirement Inc
California
$439K +$2.29K +10 +0.5%
VFA
1496
Values First Advisors
Tennessee
$438K -$5.04K -22 -1%
AL
1497
Aspiriant LLC
California
$437K -$1.6K -7 -0.4%
XPN
1498
XY Planning Network
Montana
$437K +$437K +1,910 New
FNFDCM
1499
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$436K -$5.72K -25 -1%
SOAMC
1500
Spirit of America Management Corp
New York
$435K +$91.5K +400 +27%
58 59
60
61 62