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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
SWM
1551
Shepherd Wealth Management
Ohio
$398K +$394K +1,700 New
YC
1552
Yarbrough Capital
Tennessee
$397K
HT
1553
Heritage Trust
Oklahoma
$397K -$17.2K -74 -4%
FNBT
1554
FineMark National Bank & Trust
Florida
$396K +$19.7K +85 +5%
FHC
1555
Forest Hill Capital
Arkansas
$396K
RCA
1556
Ranch Capital Advisors
Florida
$394K -$7.66K -33 -2%
IWA
1557
Inspirion Wealth Advisors
Illinois
$392K +$1.39K +6 +0.4%
MWA
1558
Meridian Wealth Advisors
Texas
$392K +$464 +2 +0.1%
BBA
1559
Baader Bank Aktiengesellschaft
Germany
$392K +$127K +549 +44%
CSPIA
1560
Cary Street Partners Investment Advisory
Virginia
$392K +$23.2K +100 +6%
ORC
1561
O'Rourke & Company
Massachusetts
$391K -$5.1K -22 -1%
TC
1562
Truvestments Capital
Florida
$391K -$2.09K -9 -0.5%
HIMS
1563
Hager Investment Management Services
New Hampshire
$390K +$9.05K +39 +2%
MCM
1564
Maple Capital Management
Vermont
$390K -$143K -615 -27%
BFO
1565
Biltmore Family Office
North Carolina
$389K
BOS
1566
Bank of Stockton
California
$388K -$1.16K -5 -0.3%
ARG
1567
Advisory Resource Group
Oklahoma
$388K +$232 +1 +0.1%
SEP
1568
Southland Equity Partners
Missouri
$387K -$16.5K -71 -4%
C
1569
Certuity
Florida
$386K -$1.86K -8 -0.5%
SIAP
1570
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$386K -$17.2K -74 -4%
PWA
1571
Prairie Wealth Advisors
Nebraska
$385K
RCA
1572
Resonant Capital Advisors
Wisconsin
$385K +$22.7K +98 +6%
PL
1573
Plancorp LLC
Missouri
$385K +$26K +112 +7%
TCWM
1574
Total Clarity Wealth Management
Illinois
$385K +$69.1K +298 +22%
CA
1575
Calton & Associates
Florida
$384K +$390K +1,680 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.