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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 %
NA
1826
Navellier & Associates
Nevada
$235K +$458 +2 +0.2%
LBC
1827
Lowe Brockenbrough & Co
Virginia
$234K -$34.3K -150 -13%
B
1828
Bensler
Washington
$234K +$234K +1,021 New
DSN
1829
D. Scott Neal
Kentucky
$233K – – –
SWM
1830
Selective Wealth Management
Virginia
$232K – – –
FOA
1831
Five Oceans Advisors
California
$232K +$1.6K +7 +0.7%
BWM
1832
BCS Wealth Management
Tennessee
$232K +$11.9K +52 +5%
SWM
1833
Seed Wealth Management
Illinois
$232K – – –
FCA
1834
FLC Capital Advisors
California
$232K +$232K +1,012 New
SW
1835
SMART Wealth
Nebraska
$231K +$231K +1,011 New
CRIG
1836
Charter Research & Investment Group
Connecticut
$231K -$9.15K -40 -4%
CH
1837
Cromwell Holdings
Wyoming
$231K – – –
PFT
1838
Providence First Trust
Arizona
$231K +$231K +1,009 New
HCM
1839
Hilton Capital Management
New York
$231K -$22K -96 -9%
RB
1840
Rodgers Brothers
Pennsylvania
$231K – – –
RI
1841
Ridgewood Investments
New Jersey
$230K – – –
KWA
1842
Kellett Wealth Advisors
Ohio
$229K – – –
MFP
1843
Meridian Financial Partners
Virginia
$229K – – –
MEG
1844
Millstone Evans Group
Colorado
$229K – – –
NC
1845
North Capital
Utah
$229K – – –
SCM
1846
Sterneck Capital Management
Missouri
$229K – – –
WFA
1847
Websterrogers Financial Advisors
South Carolina
$229K – – –
ABLA
1848
Alan B. Lancz & Associates
Ohio
$229K – – –
GWA
1849
Gratus Wealth Advisors
Virginia
$229K – – –
CNWM
1850
Clay Northam Wealth Management
California
$229K – – –
72 73
74
75 76