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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 %
PTC
1526
Philadelphia Trust Company
Pennsylvania
$406K – – –
FBFS
1527
First Business Financial Services
Wisconsin
$402K – – –
RZH
1528
Relyea Zuckerberg Hanson
Connecticut
$400K +$16.2K +71 +4%
FCB
1529
First County Bank
Connecticut
$399K +$138K +602 +53%
NB
1530
NBT Bank
New York
$399K -$34.3K -150 -8%
PWPS
1531
Pinnacle Wealth Planning Services
Ohio
$398K -$32.3K -141 -7%
DS
1532
DRW Securities
Illinois
$398K +$398K +1,763 New
SWM
1533
Shepherd Wealth Management
Ohio
$398K +$398K +1,700 New
YC
1534
Yarbrough Capital
Tennessee
$397K – – –
HT
1535
Heritage Trust
Oklahoma
$397K -$16.9K -74 -4%
FNBT
1536
FineMark National Bank & Trust
Florida
$396K +$19.5K +85 +5%
FHC
1537
Forest Hill Capital
Arkansas
$396K – – –
RCA
1538
Ranch Capital Advisors
Florida
$394K -$7.55K -33 -2%
IWA
1539
Inspirion Wealth Advisors
Illinois
$392K +$1.37K +6 +0.4%
MWA
1540
Meridian Wealth Advisors
Texas
$392K +$458 +2 +0.1%
BBA
1541
Baader Bank Aktiengesellschaft
Germany
$392K +$120K +549 +44%
CSPIA
1542
Cary Street Partners Investment Advisory
Virginia
$392K +$22.9K +100 +6%
ORC
1543
O'Rourke & Company
Massachusetts
$391K -$5.03K -22 -1%
TC
1544
Truvestments Capital
Florida
$391K -$2.06K -9 -0.5%
HIMS
1545
Hager Investment Management Services
New Hampshire
$390K +$8.92K +39 +2%
MCM
1546
Maple Capital Management
Vermont
$390K -$141K -615 -27%
BFO
1547
Biltmore Family Office
North Carolina
$389K – – –
BOS
1548
Bank of Stockton
California
$388K -$1.14K -5 -0.3%
ARG
1549
Advisory Resource Group
Oklahoma
$388K +$229 +1 +0.1%
SEP
1550
Southland Equity Partners
Missouri
$387K -$16.2K -71 -4%
60 61
62
63 64