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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 %
VDI
1626
Vaughan David Investments
Illinois
$343K +$10.3K +45 +3%
BI
1627
Bolthouse Investments
California
$342K – – –
CPRC
1628
Consolidated Portfolio Review Corp
New York
$341K +$87.9K +384 +35%
GSF
1629
Grove Street Fiduciary
New Hampshire
$341K – – –
TA
1630
Tactive Advisors
Florida
$340K +$340K +1,486 New
BFG
1631
Berger Financial Group
Minnesota
$340K -$11K -48 -3%
ACP
1632
Argyle Capital Partners
California
$339K – – –
CG
1633
Cynosure Group
Utah
$338K – – –
DF
1634
Dunhill Financial
United Kingdom
$338K – – –
GD
1635
Grandfield & Dodd
New York
$338K – – –
ZIM
1636
Zacks Investment Management
Illinois
$337K -$205K -895 -38%
WAG
1637
Winthrop Advisory Group
Massachusetts
$337K +$91.5K +400 +37%
FHB
1638
First Hawaiian Bank
Hawaii
$337K – – –
BWM
1639
BlackDiamond Wealth Management
New York
$335K -$11.7K -51 -3%
WP
1640
Westmount Partners
California
$334K +$915 +4 +0.3%
RSA
1641
River Street Advisors
Illinois
$333K – – –
MEAC
1642
M.E. Allison & Co
Texas
$332K +$3.89K +17 +1%
BWS
1643
Broadway Wealth Solutions
Texas
$332K -$5.95K -26 -2%
OAM
1644
Oxford Asset Management
United Kingdom
$331K +$331K +1,445 New
GSEP
1645
Golden State Equity Partners
California
$330K -$54.7K -239 -14%
BCP
1646
Berkeley Capital Partners
Georgia
$330K +$4.58K +20 +1%
TFM
1647
TFC Financial Management
Massachusetts
$330K – – –
OPPS
1648
Obsidian Personal Planning Solutions
Maryland
$330K – – –
BC
1649
Bridgefront Capital
Texas
$329K +$329K +1,437 New
DWP
1650
Destiny Wealth Partners
Florida
$329K +$329K +1,437 New
64 65
66
67 68