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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 %
RA
1801
Resolute Advisors
California
$246K +$3.43K +15 +1%
AIC
1802
Archer Investment Corporation
Indiana
$246K – – –
NSAM
1803
North Star Asset Management
Wisconsin
$246K -$5.72K -25 -2%
UAG
1804
United Advisor Group
Ohio
$246K +$15.1K +66 +7%
SIA
1805
Soltis Investment Advisors
Utah
$245K +$245K +1,073 New
NC
1806
NewSquare Capital
Pennsylvania
$245K +$142K +621 +138%
PAA
1807
Peregrine Asset Advisers
Oregon
$244K +$20.6K +90 +9%
FNBTCON
1808
First National Bank & Trust Co of Newtown
Pennsylvania
$244K – – –
QPW
1809
Quantum Private Wealth
Florida
$243K -$39.6K -173 -14%
BCG
1810
Breakwater Capital Group
New Jersey
$243K – – –
EL
1811
EWA LLC
Pennsylvania
$242K +$8.47K +37 +4%
BHWM
1812
Beaird Harris Wealth Management
Texas
$242K -$68.4K -299 -22%
FG
1813
Fiduciary Group
Georgia
$241K -$25K -109 -9%
SPC
1814
Spirepoint Private Client
Florida
$240K -$229 -1 -0.1%
WSWA
1815
Warren Street Wealth Advisors
California
$239K +$19.5K +85 +9%
SCM
1816
Silvant Capital Management
Georgia
$239K – – –
EFSCE
1817
Enterprise Financial Services Corp (EFSC)
Missouri
$239K +$9.15K +40 +4%
WWA
1818
Wealth Watch Advisors
Colorado
$238K +$238K +186 New
TYCC
1819
Texas Yale Capital Corp
Florida
$238K – – –
PDL
1820
Portfolio Design Labs
California
$238K -$83.3K -364 -26%
ODIJL
1821
One Day In July LLC
Vermont
$238K -$20.8K -91 -8%
MCM
1822
MV Capital Management
Maryland
$237K -$11.7K -51 -5%
CS
1823
Capital Square
Tennessee
$237K – – –
GIA
1824
GHP Investment Advisors
Colorado
$236K +$49.7K +217 +27%
BAM
1825
Blueshift Asset Management
New Jersey
$235K -$217K -947 -48%
71 72
73
74 75