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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 %
IIM
1701
Ipswich Investment Management
Massachusetts
$297K – – –
CF
1702
Claris Financial
Virginia
$297K -$98.6K -431 -25%
AFO
1703
Arrowroot Family Office
California
$296K +$296K +1,296 New
SWIG
1704
Strategic Wealth Investment Group
Kentucky
$296K +$18.8K +82 +7%
CWM
1705
Chesapeake Wealth Management
Virginia
$294K -$11.7K -51 -4%
QC
1706
Quent Capital
New York
$294K +$34.6K +151 +13%
MG
1707
Mather Group
Illinois
$294K -$2.75K -12 -0.9%
FWI
1708
Facet Wealth Inc
Maryland
$293K +$50K +218 +21%
NWM
1709
Northwest Wealth Management
Iowa
$293K -$28.6K -125 -9%
CSIC
1710
Clifford Swan Investment Counsel
California
$291K +$229 +1 +0.1%
CA
1711
Crewe Advisors
Utah
$291K +$8.92K +39 +3%
TFIPS
1712
Towarzystwo Funduszy Inwestycyjnych PZU SA
$288K +$181K +790 +168%
FCH
1713
Freestone Capital Holdings
Washington
$286K -$24.7K -108 -8%
NAMP
1714
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$286K -$29.7K -130 -9%
FI
1715
Financial Insights
Washington
$286K – – –
MIC
1716
Means Investment Company
Maine
$285K +$229 +1 +0.1%
CL
1717
CLG LLC
California
$285K +$229 +1 +0.1%
Members Trust
1718
Members Trust
Florida
$284K +$284K +1,240 New
WMA
1719
West Michigan Advisors
Michigan
$284K +$4.8K +21 +2%
BIA
1720
Beacon Investment Advisors
Maryland
$283K +$228 +1 +0.1%
II
1721
Inspire Investing
Idaho
$282K -$30.4K -133 -10%
PCMC
1722
Paragon Capital Management (Colorado)
Colorado
$282K +$458 +2 +0.2%
FFC
1723
First Financial Corp
Indiana
$282K -$79.9K -349 -22%
VT
1724
Volterra Technologies
New York
$281K +$281K +1,227 New
SFG
1725
SNS Financial Group
Minnesota
$281K -$2.97K -13 -1%
67 68
69
70 71