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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 %
CWM
1851
Centurion Wealth Management
Virginia
$229K +$229K +999 New
OP
1852
ORG Partners
Indiana
$228K +$72.8K +318 +47%
CWG
1853
Cornerstone Wealth Group
North Carolina
$228K +$8.7K +38 +4%
HI
1854
Human Investing
Oregon
$228K – – –
RPGK
1855
Retirement Planning Group (Kansas)
Kansas
$227K +$227K +992 New
PP
1856
Patten & Patten
Tennessee
$227K -$18.3K -80 -7%
AWG
1857
Altus Wealth Group
Colorado
$226K – – –
FP
1858
Financial Perspectives
Minnesota
$226K – – –
ICP
1859
Impact Capital Partners
Colorado
$225K +$3.2K +14 +1%
SA
1860
Sage Advisors
Colorado
$225K +$225K +985 New
GAB
1861
German American Bancorp
Indiana
$225K -$6.41K -28 -3%
BST
1862
Bath Savings Trust
Maine
$224K -$5.49K -24 -2%
AGP
1863
Autumn Glory Partners
Texas
$224K – – –
GCM
1864
Gables Capital Management
Florida
$224K – – –
SIC
1865
Sigma Investment Counselors
Michigan
$224K +$3.66K +16 +2%
MWM
1866
MinichMacGregor Wealth Management
New York
$224K +$4.58K +20 +2%
AAB
1867
ABN AMRO Bank
Netherlands
$223K – – –
FFA
1868
Fi3 Financial Advisors
Indiana
$223K -$1.14K -5 -0.5%
BT
1869
Banque Transatlantique
France
$223K +$26.4K +115 +13%
EWM
1870
Elevatus Welath Management
New York
$223K -$24.9K -109 -10%
LAM
1871
Longboard Asset Management
Arizona
$223K – – –
RWP
1872
Revolve Wealth Partners
New Jersey
$223K +$2.29K +10 +1%
OL
1873
one8zero8 LLC
North Carolina
$222K -$22K -96 -9%
VRM
1874
Vectors Research Management
New York
$222K – – –
SCP
1875
Sivia Capital Partners
California
$222K -$14.6K -64 -6%
73 74
75
76 77