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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 %
TWA
1876
TCI Wealth Advisors
Arizona
$222K -$686 -3 -0.3%
PIM
1877
Profit Investment Management
Maryland
$222K – – –
MS
1878
Madden Securities
Texas
$221K – – –
PFM
1879
Patton Fund Management
Texas
$221K +$221K +964 New
HIA
1880
Harbor Investment Advisory
Maryland
$220K – – –
PIM
1881
Penobscot Investment Management
Massachusetts
$219K – – –
NAS
1882
NWF Advisory Services
California
$219K – – –
OL
1883
OneFund LLC
Florida
$219K -$3.44K -15 -2%
SWP
1884
Semus Wealth Partners
Florida
$219K +$686 +3 +0.3%
CIAM
1885
Caitong International Asset Management
Hong Kong
$218K +$218K +952 New
AF
1886
Apexium Financial
Texas
$218K +$12.1K +53 +6%
LK
1887
Lumbard & Kellner
New Hampshire
$217K – – –
CNFG
1888
Creegan & Nassoura Financial Group
New Hampshire
$217K – – –
EPW
1889
Endeavor Private Wealth
Kansas
$217K -$18.1K -79 -8%
JJBC
1890
James J. Burns & Company
New York
$217K – – –
GWM
1891
GDS Wealth Management
Texas
$217K – – –
PCA
1892
Pallas Capital Advisors
Massachusetts
$217K +$217K +947 New
VEA
1893
Virtus ETF Advisers
New York
$216K – – –
AWM
1894
AllSquare Wealth Management
New York
$216K – – –
EAM
1895
Empirical Asset Management
Massachusetts
$215K -$2.75K -12 -1%
OL
1896
Optas LLC
Texas
$215K -$297K -1,299 -58%
CWP
1897
CFM Wealth Partners
Texas
$214K – – –
TC
1898
TFR Capital
Texas
$214K +$2.52K +11 +1%
PFG
1899
Prosperity Financial Group
California
$214K +$1.37K +6 +0.6%
SFG
1900
Sovereign Financial Group
Connecticut
$212K +$1.14K +5 +0.5%
74 75
76
77 78