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Waste Management
WM

2,229 hedge funds and large institutions have $74.6B invested in Waste Management in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 925 increasing their positions, 780 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 108

22% more call options, than puts

Call options by funds: $519M | Put options by funds: $424M

19% more repeat investments, than reductions

Existing positions increased: 925 | Existing positions reduced: 780

1% more funds holding

Funds holding: 2,202 → 2,229 (+27)

0.09% less ownership

Funds ownership: 81.22% → 81.12% (-0.09%)

1% less capital invested

Capital invested by funds: $75.6B → $74.6B (-$1.04B)

28% less funds holding in top 10

Funds holding in top 10: 64 → 46 (-18)

Holders
2,229
Holders Change
+27
Holders Change %
+1.23%
% of All Funds
29.34%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.61%
New
160
Increased
925
Reduced
780
Closed
108
Calls
$519M
Puts
$424M
Net Calls
+$94.9M
Net Calls Change
-$61.1M

Top Buyers

Rank Fund Capital Flow
1
MSIIA
Morgan Stanley Institutional Investment Advisors
Colorado
+$373M
2
SGA
Sustainable Growth Advisers
Connecticut
+$240M
3
Holocene Advisors
Holocene Advisors
New York
+$123M
4
UBS AM
UBS AM
Illinois
+$119M
5
Squarepoint
Squarepoint
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
2
Bank of America
Bank of America
North Carolina
-$132M
3
Lazard Asset Management
Lazard Asset Management
New York
-$122M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$107M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$92.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1851
Five Oceans Advisors
California
$232K +$1.62K +7 +0.7%
BWM
1852
BCS Wealth Management
Tennessee
$232K +$12.1K +52 +5%
SWM
1853
Seed Wealth Management
Illinois
$232K – – –
FCA
1854
FLC Capital Advisors
California
$232K +$235K +1,012 New
SW
1855
SMART Wealth
Nebraska
$231K +$235K +1,011 New
CRIG
1856
Charter Research & Investment Group
Connecticut
$231K -$9.28K -40 -4%
CH
1857
Cromwell Holdings
Wyoming
$231K – – –
PFT
1858
Providence First Trust
Arizona
$231K +$234K +1,009 New
HCM
1859
Hilton Capital Management
New York
$231K -$22.3K -96 -9%
RB
1860
Rodgers Brothers
Pennsylvania
$231K – – –
RI
1861
Ridgewood Investments
New Jersey
$230K – – –
KWA
1862
Kellett Wealth Advisors
Ohio
$229K – – –
MFP
1863
Meridian Financial Partners
Virginia
$229K – – –
ABLA
1864
Alan B. Lancz & Associates
Ohio
$229K – – –
CNWM
1865
Clay Northam Wealth Management
California
$229K – – –
GWA
1866
Gratus Wealth Advisors
Virginia
$229K – – –
MEG
1867
Millstone Evans Group
Colorado
$229K – – –
NC
1868
North Capital
Utah
$229K – – –
SCM
1869
Sterneck Capital Management
Missouri
$229K – – –
WFA
1870
Websterrogers Financial Advisors
South Carolina
$229K – – –
CWM
1871
Centurion Wealth Management
Virginia
$229K +$232K +999 New
OP
1872
ORG Partners
Indiana
$228K +$73.8K +318 +47%
CWG
1873
Cornerstone Wealth Group
North Carolina
$228K +$8.81K +38 +4%
HI
1874
Human Investing
Oregon
$228K – – –
RPGK
1875
Retirement Planning Group (Kansas)
Kansas
$227K +$230K +992 New
73 74
75
76 77

WM Hedge Fund Activity: Q2 2025 in Review

2,229 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2025, worth a combined $74.6B — down 1.4% from $75.6B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new WM positions and 108 closed out — a net gain of 52 holders — while 925 added to existing stakes and 780 trimmed.

The largest buyer was Morgan Stanley Institutional Investment Advisors, opening a new position worth an estimated $373M. The largest seller was AllianceBernstein, cutting an estimated $272M.

  • 2,229 institutional investors held Waste Management (WM) as of Q2 2025, up from 2,202 in Q1 2025.
  • Funds reported $74.6B of Waste Management stock for Q2 2025, down 1.4% quarter-over-quarter.
  • 160 funds opened new Waste Management positions in Q2 2025 and 108 closed out, a net change of +52 holders.
  • The largest Waste Management buyer in Q2 2025 was Morgan Stanley Institutional Investment Advisors, an estimated $373M added.
  • The largest Waste Management seller in Q2 2025 was AllianceBernstein, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2025.