WM icon

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 %
IAG
1576
Investment Advisory Group
Massachusetts
$376K +$229 +1 +0.1%
GWM
1577
Gibbs Wealth Management
Georgia
$374K +$374K +1,636 New
SWM
1578
Stockman Wealth Management
Montana
$373K – – –
RT
1579
Rockland Trust
Massachusetts
$373K -$6.87K -30 -2%
AWM
1580
Allen Wealth Management
North Carolina
$372K – – –
PIA
1581
Perennial Investment Advisors
California
$369K +$9.39K +41 +3%
WIA
1582
Wetzel Investment Advisors
Indiana
$369K -$12.8K -56 -3%
GKWIM
1583
Gerber Kawasaki Wealth & Investment Management
California
$368K +$24.3K +106 +7%
ZF
1584
Zhang Financial
Michigan
$368K +$47.6K +208 +15%
WEG
1585
World Equity Group
Illinois
$368K -$429K -1,874 -54%
CAM
1586
Carret Asset Management
New York
$368K – – –
AAM
1587
Auxier Asset Management
Oregon
$368K – – –
DBRC
1588
D.B. Root & Company
Pennsylvania
$367K +$10.8K +47 +3%
BWMG
1589
Bannerman Wealth Management Group
Texas
$367K +$9.15K +40 +3%
BWM
1590
Blossom Wealth Management
California
$367K +$13.7K +60 +4%
DOA
1591
D'Orazio & Associates
Virginia
$366K +$8.92K +39 +2%
NG
1592
Novem Group
New York
$366K -$6.41K -28 -2%
BCM
1593
Bayesian Capital Management
New York
$366K +$366K +1,600 New
FUBT
1594
First United Bank & Trust
Maryland
$364K – – –
MAWA
1595
Moss Adams Wealth Advisors
Washington
$364K +$18.3K +80 +5%
RS
1596
R Squared
Hong Kong
$363K +$70.2K +307 +24%
DIA
1597
Dana Investment Advisors
Wisconsin
$363K -$78.3K -342 -18%
CAWM
1598
Capital Advisors Wealth Management
Washington
$362K -$84K -367 -19%
ACM
1599
AlphaStar Capital Management
North Carolina
$362K +$35.7K +156 +11%
MCM
1600
Manchester Capital Management
Vermont
$362K +$7.09K +31 +2%
62 63
64
65 66