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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 %
CWS
1501
Cypress Wealth Services
California
$434K +$8.93K +39 +2%
ACI
1502
Alpha Cubed Investments
California
$434K +$38.2K +167 +10%
FWA
1503
Flagship Wealth Advisors
Massachusetts
$431K +$686 +3 +0.2%
CSB
1504
City State Bank
Iowa
$431K -$915 -4 -0.2%
ARMT
1505
Amica Retiree Medical Trust
Rhode Island
$431K – – –
AA
1506
Alta Advisers
United Kingdom
$430K – – –
DBIA
1507
Dumont & Blake Investment Advisors
New Jersey
$429K – – –
BF
1508
bLong Financial
Tennessee
$428K – – –
GKFF
1509
George Kaiser Family Foundation
Oklahoma
$427K +$130K +567 +44%
MSFP
1510
Mark Sheptoff Financial Planning
Connecticut
$426K +$2.75K +12 +0.6%
HWA
1511
Heritage Wealth Advisors
Virginia
$425K – – –
RWS
1512
Resolute Wealth Strategies
Mississippi
$425K -$1.14K -5 -0.3%
SW
1513
SkyOak Wealth
Michigan
$420K -$18.8K -82 -4%
CBT
1514
Crews Bank & Trust
Florida
$420K +$18.8K +82 +5%
FWTB
1515
First Western Trust Bank
Colorado
$418K – – –
TCOTS
1516
Trust Company of the South
North Carolina
$415K +$17.2K +75 +4%
PWMG
1517
Prestige Wealth Management Group
New Jersey
$413K +$102K +444 +33%
LAM
1518
L2 Asset Management
Massachusetts
$412K +$21.5K +94 +6%
ACIM
1519
Azimuth Capital Investment Management
Michigan
$412K – – –
ETC
1520
Exchange Traded Concepts
Oklahoma
$411K +$136K +595 +50%
MA
1521
MBA Advisors
Pennsylvania
$411K +$8.24K +36 +2%
PCIG
1522
Partners Capital Investment Group
Massachusetts
$411K +$411K +1,795 New
PCS
1523
Personal CFO Solutions
New Jersey
$410K +$23.1K +101 +6%
SC
1524
Soundwatch Capital
Connecticut
$407K +$407K +411,004 New
AT
1525
American Trust
Kentucky
$407K +$407K +1,779 New
59 60
61
62 63