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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
GKWIM
1601
Gerber Kawasaki Wealth & Investment Management
California
$368K +$24.6K +106 +7%
ZF
1602
Zhang Financial
Michigan
$368K +$48.3K +208 +15%
WEG
1603
World Equity Group
Illinois
$368K -$435K -1,874 -54%
CAM
1604
Carret Asset Management
New York
$368K
AAM
1605
Auxier Asset Management
Oregon
$368K
DBRC
1606
D.B. Root & Company
Pennsylvania
$367K +$10.9K +47 +3%
BWMG
1607
Bannerman Wealth Management Group
Texas
$367K +$9.28K +40 +3%
BWM
1608
Blossom Wealth Management
California
$367K +$13.9K +60 +4%
DOA
1609
D'Orazio & Associates
Virginia
$366K +$9.05K +39 +2%
NG
1610
Novem Group
New York
$366K -$6.5K -28 -2%
BCM
1611
Bayesian Capital Management
New York
$366K +$371K +1,600 New
FUBT
1612
First United Bank & Trust
Maryland
$364K
MAWA
1613
Moss Adams Wealth Advisors
Washington
$364K +$18.6K +80 +5%
RS
1614
R Squared
Hong Kong
$363K +$71.2K +307 +24%
DIA
1615
Dana Investment Advisors
Wisconsin
$363K -$79.3K -342 -18%
CAWM
1616
Capital Advisors Wealth Management
Washington
$362K -$85.1K -367 -19%
ACM
1617
AlphaStar Capital Management
North Carolina
$362K +$36.2K +156 +11%
MCM
1618
Manchester Capital Management
Vermont
$362K +$7.19K +31 +2%
JWA
1619
JFS Wealth Advisors
Pennsylvania
$361K +$232K +1,001 +173%
VCM
1620
Versant Capital Management
Arizona
$361K -$4.18K -18 -1%
LAS
1621
LWM Advisory Services
Florida
$360K
AAMU
1622
AEGON Asset Management (UK)
United Kingdom
$360K +$365K +1,574 New
SCI
1623
Silver Coast Investments
United States
$359K +$25.5K +110 +8%
PWM
1624
PBMares Wealth Management
Virginia
$359K +$232 +1 +0.1%
PB
1625
Pinnacle Bancorp
Nebraska
$359K -$33.6K -145 -8%

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.