We are live on ! Find out more
WM icon

Waste Management

2,229 hedge funds and large institutions have $74.6B invested in Waste Management in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 925 increasing their positions, 780 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 108

22% more call options, than puts

Call options by funds: $519M | Put options by funds: $424M

19% more repeat investments, than reductions

Existing positions increased: 925 | Existing positions reduced: 780

1% more funds holding

Funds holding: 2,2022,229 (+27)

0.09% less ownership

Funds ownership: 81.22%81.12% (-0.09%)

1% less capital invested

Capital invested by funds: $75.6B → $74.6B (-$1.04B)

28% less funds holding in top 10

Funds holding in top 10: 6446 (-18)

Holders
2,229
Holders Change
+27
Holders Change %
+1.23%
% of All Funds
29.34%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.61%
New
160
Increased
925
Reduced
780
Closed
108
Calls
$519M
Puts
$424M
Net Calls
+$94.9M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1526
George Kaiser Family Foundation
Oklahoma
$427K +$132K +567 +44%
MSFP
1527
Mark Sheptoff Financial Planning
Connecticut
$426K +$2.78K +12 +0.6%
HWA
1528
Heritage Wealth Advisors
Virginia
$425K
RWS
1529
Resolute Wealth Strategies
Mississippi
$425K -$1.16K -5 -0.3%
SW
1530
SkyOak Wealth
Michigan
$420K -$19K -82 -4%
CBT
1531
Crews Bank & Trust
Florida
$420K +$19K +82 +5%
FWTB
1532
First Western Trust Bank
Colorado
$418K
TCOTS
1533
Trust Company of the South
North Carolina
$415K +$17.4K +75 +4%
PWMG
1534
Prestige Wealth Management Group
New Jersey
$413K +$103K +444 +33%
LAM
1535
L2 Asset Management
Massachusetts
$412K +$21.8K +94 +6%
ACIM
1536
Azimuth Capital Investment Management
Michigan
$412K
SI
1537
Severin Investments
Missouri
$411K +$26.9K +116 +7%
ETC
1538
Exchange Traded Concepts
Oklahoma
$411K +$138K +595 +50%
MA
1539
MBA Advisors
Pennsylvania
$411K +$8.35K +36 +2%
PCIG
1540
Partners Capital Investment Group
Massachusetts
$411K +$416K +1,795 New
PCS
1541
Personal CFO Solutions
New Jersey
$410K +$23.4K +101 +6%
SC
1542
Soundwatch Capital
Connecticut
$407K +$95.3M +411,004 New
AT
1543
American Trust
Kentucky
$407K +$413K +1,779 New
PTC
1544
Philadelphia Trust Company
Pennsylvania
$406K
FBFS
1545
First Business Financial Services
Wisconsin
$402K
RZH
1546
Relyea Zuckerberg Hanson
Connecticut
$400K +$16.5K +71 +4%
FCB
1547
First County Bank
Connecticut
$399K +$140K +602 +53%
NB
1548
NBT Bank
New York
$399K -$34.8K -150 -8%
PWPS
1549
Pinnacle Wealth Planning Services
Ohio
$398K -$32.7K -141 -7%
DS
1550
DRW Securities
Illinois
$398K +$409K +1,763 New

WM Hedge Fund Activity: Q2 2025 in Review

2,229 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2025, worth a combined $74.6B — down 1.4% from $75.6B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new WM positions and 108 closed out — a net gain of 52 holders — while 925 added to existing stakes and 780 trimmed.

The largest buyer was Morgan Stanley Institutional Investment Advisors, opening a new position worth an estimated $373M. The largest seller was AllianceBernstein, cutting an estimated $272M.

  • 2,229 institutional investors held Waste Management (WM) as of Q2 2025, up from 2,202 in Q1 2025.
  • Funds reported $74.6B of Waste Management stock for Q2 2025, down 1.4% quarter-over-quarter.
  • 160 funds opened new Waste Management positions in Q2 2025 and 108 closed out, a net change of +52 holders.
  • The largest Waste Management buyer in Q2 2025 was Morgan Stanley Institutional Investment Advisors, an estimated $373M added.
  • The largest Waste Management seller in Q2 2025 was AllianceBernstein, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2025.