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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 %
PAS
1676
PKS Advisory Services
New York
$312K -$5.72K -25 -2%
CF
1677
Convergence Financial
Missouri
$312K +$312K +1,364 New
WMA
1678
Wealth Management Associates
New Jersey
$312K – – –
AL
1679
ADE LLC
Maryland
$311K – – –
BLC
1680
Brown, Lisle/Cummings
Rhode Island
$310K -$91.5K -400 -23%
LIA
1681
Lynx Investment Advisory
District of Columbia
$310K +$1.37K +6 +0.4%
SEIA
1682
Signature Estate & Investment Advisors
California
$308K +$14.2K +62 +5%
BDL
1683
Bey-Douglas LLC
Georgia
$308K +$99.3K +434 +48%
SPF
1684
South Plains Financial
Texas
$308K +$4.58K +20 +2%
FFA
1685
Fortune Financial Advisors
Kansas
$306K -$2.29K -10 -0.7%
AWAU
1686
Alliance Wealth Advisors (Utah)
Utah
$306K +$13.5K +59 +5%
CFS
1687
Coordinated Financial Services
Colorado
$306K +$458 +2 +0.1%
HC
1688
Hamilton Capital
Ohio
$305K +$22.4K +98 +8%
SFC
1689
SYM Financial Corp
Indiana
$305K +$1.14K +5 +0.4%
RIP
1690
RAM Investment Partners
Washington
$303K +$303K +1,326 New
KFS
1691
Kurt F. Somerville
$303K – – –
WCG
1692
Weaver Consulting Group
California
$303K +$229 +1 +0.1%
MWS
1693
MFA Wealth Services
California
$303K +$3.89K +17 +1%
BAM
1694
Broyhill Asset Management
North Carolina
$303K – – –
VWA
1695
Visionary Wealth Advisors
Illinois
$302K -$3.66K -16 -1%
SCI
1696
Stableford Capital II
Arizona
$302K +$68.9K +300 +30%
FFG
1697
Fiduciary Financial Group
California
$302K +$6.41K +28 +2%
CFS
1698
Commonwealth Financial Services
West Virginia
$301K +$9.84K +43 +3%
AGC
1699
Aspen Grove Capital
Colorado
$300K +$300K +1,312 New
GCA
1700
Genesee Capital Advisors
New York
$299K +$916 +4 +0.3%
66 67
68
69 70