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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 %
JWA
1601
JFS Wealth Advisors
Pennsylvania
$361K +$229K +1,001 +173%
VCM
1602
Versant Capital Management
Arizona
$361K -$4.12K -18 -1%
LAS
1603
LWM Advisory Services
Florida
$360K – – –
AAMU
1604
AEGON Asset Management (UK)
United Kingdom
$360K +$360K +1,574 New
SCI
1605
Silver Coast Investments
United States
$359K +$25.2K +110 +8%
PWM
1606
PBMares Wealth Management
Virginia
$359K +$229 +1 +0.1%
PB
1607
Pinnacle Bancorp
Nebraska
$359K -$33.2K -145 -8%
RA
1608
Rise Advisors
New York
$358K -$28.4K -124 -7%
WA
1609
WESPAC Advisors
California
$358K +$229 +1 +0.1%
ML
1610
McAdam LLC
Pennsylvania
$357K +$18.3K +80 +5%
PWAM
1611
Pinnacle West Asset Management
Wyoming
$356K +$8.01K +35 +2%
TFP
1612
Tilia Fiduciary Partners
North Carolina
$356K – – –
PCA
1613
Prosperity Capital Advisors
Ohio
$355K +$355K +1,553 New
RF
1614
Rossby Financial
Florida
$355K +$66.4K +290 +23%
AWM
1615
Aviso Wealth Management
Washington
$354K +$9.84K +43 +3%
GBT
1616
Grove Bank & Trust
Florida
$352K -$63.8K -279 -15%
DAM
1617
Diamant Asset Management
Connecticut
$350K +$22.9K +100 +7%
LWP
1618
LMG Wealth Partners
Louisiana
$350K +$1.14K +5 +0.3%
TVAMP
1619
Tennessee Valley Asset Management Partners
Tennessee
$349K +$1.14K +5 +0.3%
SFG
1620
Stonebridge Financial Group
Pennsylvania
$349K -$1.37K -6 -0.4%
KCM
1621
KRS Capital Management
Michigan
$348K -$5.72K -25 -2%
AWAG
1622
ARS Wealth Advisors Group
Florida
$347K -$2.75K -12 -0.8%
CFD
1623
Creative Financial Designs
Indiana
$345K +$8.24K +36 +2%
BA
1624
Ballast Advisors
Minnesota
$344K +$9.61K +42 +3%
PGAM
1625
Princeton Global Asset Management
New Jersey
$343K +$21.7K +95 +7%
63 64
65
66 67