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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 %
PPW
1776
Pasadena Private Wealth
California
$256K – – –
BFM
1777
Boothbay Fund Management
New York
$256K +$25.6K +112 +11%
CPW
1778
Cove Private Wealth
New York
$256K +$256K +1,117 New
MCP
1779
Mirador Capital Partners
California
$255K -$5.72K -25 -2%
HA
1780
HC Advisors
Georgia
$254K – – –
G
1781
GenTrust
Florida
$254K +$2.97K +13 +1%
EM
1782
Excalibur Management
Massachusetts
$253K – – –
BFW
1783
Brady Family Wealth
Missouri
$253K +$253K +1,106 New
VFA
1784
Voya Financial Advisors
Connecticut
$252K +$252K +1,105 New
FNBSF
1785
First National Bank Sioux Falls
South Dakota
$252K -$171K -748 -40%
WTA
1786
Washington Trust Advisors
Massachusetts
$251K – – –
WA
1787
Wealth Alliance
New York
$251K +$9.38K +41 +4%
SCI
1788
S&CO Inc
Massachusetts
$251K – – –
GLLW
1789
Graves Light Lenhart Wealth
Virginia
$250K – – –
FGG
1790
Financial Guidance Group
Florida
$250K – – –
NP
1791
Nilsine Partners
Colorado
$249K +$16.2K +71 +7%
MPI
1792
Mairs & Power Inc
Minnesota
$249K -$9.15K -40 -4%
BSB
1793
Bangor Savings Bank
Maine
$248K – – –
PK
1794
Pflug Koory
Nebraska
$248K -$5.72K -25 -2%
CFA
1795
Cahill Financial Advisors
Minnesota
$248K +$248K +1,083 New
KCM
1796
Kanawha Capital Management
Virginia
$248K -$11.4K -50 -4%
CWA
1797
Clarus Wealth Advisors
Arizona
$248K -$18.7K -83 -7%
TPA
1798
Trivium Point Advisory
Connecticut
$247K +$2.06K +9 +0.8%
VPP
1799
Vertex Planning Partners
Illinois
$246K +$1.83K +8 +0.7%
PA
1800
PharVision Advisers
Florida
$246K +$246K +1,077 New
70 71
72
73 74