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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 %
CPA
1726
Capital Planning Advisors
California
$281K +$229 +1 +0.1%
IAA
1727
Ironsides Asset Advisors
North Carolina
$280K -$16K -70 -5%
AIFS
1728
A&I Financial Services
Colorado
$280K – – –
TCA
1729
Trifecta Capital Advisors
Illinois
$280K +$229K +1,000 +448%
NCTC
1730
New Covenant Trust Company
Indiana
$280K – – –
WDC
1731
Woodward Diversified Capital
California
$279K -$24K -105 -8%
FBT
1732
First Bankers Trust
Kentucky
$278K – – –
PPWP
1733
Premier Path Wealth Partners
New Jersey
$278K +$32.7K +143 +13%
SWA
1734
Sax Wealth Advisors
New Jersey
$278K +$43.5K +190 +19%
WAM
1735
WNY Asset Management
New York
$276K +$68.6K +300 +33%
FNC
1736
First National Corp
Massachusetts
$276K – – –
WF
1737
Wayfinding Financial
Washington
$276K +$1.15K +5 +0.4%
PWP
1738
Phillips Wealth Planners
Mississippi
$276K -$3.6K -16 -1%
CCA
1739
Childress Capital Advisors
Texas
$276K +$24K +105 +10%
DAC
1740
Dividend Assets Capital
South Carolina
$275K -$14.9K -65 -5%
PR
1741
Payden & Rygel
California
$275K – – –
CFS
1742
CRA Financial Services
New Jersey
$274K -$46.4K -203 -14%
TCWA
1743
Turtle Creek Wealth Advisors
Texas
$274K +$274K +1,197 New
LCC
1744
Lincoln Capital Corp
Rhode Island
$273K +$74.8K +327 +38%
BMA
1745
Brooks Moore & Associates
Tennessee
$272K – – –
QFA
1746
Quantum Financial Advisors
California
$272K – – –
CPC
1747
Cookson Peirce & Co
Pennsylvania
$271K – – –
MPM
1748
MBB Public Markets
Illinois
$270K -$59.5K -260 -18%
CWM
1749
Circle Wealth Management
New Jersey
$270K +$48.5K +212 +22%
WIM
1750
WealthPlan Investment Management
Nebraska
$268K +$16.7K +73 +7%
68 69
70
71 72