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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 %
CST
1651
Charles Schwab Trust
Nevada
$328K +$6.87K +30 +2%
SPA
1652
Sherbrooke Park Advisers
New York
$327K +$327K +1,431 New
LWCFA
1653
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$327K – – –
PIA
1654
Powell Investment Advisors
Florida
$327K – – –
GFPC
1655
Global Financial Private Client
Florida
$325K +$21.3K +93 +7%
AWM
1656
Aprio Wealth Management
Georgia
$325K +$73.7K +322 +29%
IA
1657
IFG Advisory
Georgia
$325K +$27K +118 +9%
SFS
1658
Strategic Financial Services
New York
$323K – – –
ESB
1659
Essex Savings Bank
Connecticut
$323K +$34.6K +151 +12%
CLA
1660
Carnegie Lake Advisors
New Jersey
$323K – – –
FFA
1661
Florida Financial Advisors
Florida
$323K +$44.9K +196 +16%
FFG
1662
Frisch Financial Group
New York
$322K +$54.9K +240 +21%
USWIA
1663
UP Strategic Wealth Investment Advisors
Pennsylvania
$322K -$12.4K -54 -4%
HBW
1664
Hazlett, Burt & Watson
West Virginia
$321K +$18.4K +80 +6%
SAM
1665
Summit Asset Management
Tennessee
$319K -$82.8K -362 -21%
NFG
1666
Nadler Financial Group
Illinois
$319K -$51.3K -224 -14%
VPI
1667
Value Partners Investments
Manitoba, Canada
$318K +$81.5K +356 +34%
CRI
1668
Colonial River Investments
Virginia
$317K +$87.1K +386 +38%
FWA
1669
FSM Wealth Advisors
Ohio
$316K +$82.2K +362 +35%
MWA
1670
Midland Wealth Advisors
Illinois
$316K -$17.4K -76 -5%
HNB
1671
Hilltop National Bank
Wyoming
$316K +$316K +1,379 New
WDA
1672
Wendell David Associates
New Hampshire
$315K – – –
UPS
1673
UHLMANN PRICE SECURITIES
Illinois
$315K +$315K +1,377 New
OA
1674
Operose Advisors
Wisconsin
$314K – – –
BMCM
1675
Bryn Mawr Capital Management
Pennsylvania
$312K +$81.3K +355 +35%
65 66
67
68 69