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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 %
C
1551
Certuity
Florida
$386K -$1.83K -8 -0.5%
SIAP
1552
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$386K -$16.9K -74 -4%
PWA
1553
Prairie Wealth Advisors
Nebraska
$385K – – –
RCA
1554
Resonant Capital Advisors
Wisconsin
$385K +$22.4K +98 +6%
PL
1555
Plancorp LLC
Missouri
$385K +$25.6K +112 +7%
TCWM
1556
Total Clarity Wealth Management
Illinois
$385K +$68.2K +298 +22%
CA
1557
Calton & Associates
Florida
$384K +$384K +1,680 New
ACS
1558
Archford Capital Strategies
Illinois
$384K +$686 +3 +0.2%
PFG
1559
Putney Financial Group
California
$384K -$32K -140 -8%
FG
1560
Foster Group
Iowa
$383K +$30.2K +132 +9%
WA1
1561
Wimmer Associates 1
California
$383K – – –
LC
1562
Lavaca Capital
Texas
$382K +$1.14K +5 +0.3%
LFA
1563
Legacy Financial Advisors
Kentucky
$381K -$3.66K -16 -1%
RPC
1564
Rossmore Private Capital
Connecticut
$380K -$27.7K -121 -7%
WA
1565
Wealth Architects
California
$380K -$5.72K -25 -1%
AWA
1566
Amplius Wealth Advisors
Pennsylvania
$379K -$458 -2 -0.1%
LS
1567
Leelyn Smith
Illinois
$378K +$229 +1 +0.1%
3IP
1568
3Chopt Investment Partners
Virginia
$378K +$19.2K +84 +5%
BFA
1569
Bragg Financial Advisors
North Carolina
$378K +$1.14K +5 +0.3%
CWMS
1570
Cannon Wealth Management Services
North Carolina
$378K -$112K -490 -23%
CAM
1571
Cidel Asset Management
Ontario, Canada
$378K +$12.1K +53 +3%
FLPIM
1572
F.L. Putnam Investment Management
Massachusetts
$377K +$34.1K +149 +10%
CVM
1573
Cheviot Value Management
California
$377K +$85.8K +365 +30%
SLWA
1574
San Luis Wealth Advisors
California
$376K +$686 +3 +0.2%
AGWCA
1575
Annis Gardner Whiting Capital Advisors
Florida
$376K +$30.7K +134 +9%
61 62
63
64 65