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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 %
GWP
1901
Gateway Wealth Partners
Wisconsin
$211K – – –
LSPW
1902
Lake Street Private Wealth
Illinois
$211K +$211K +922 New
CWM
1903
Castle Wealth Management
Florida
$210K – – –
EPIMS
1904
Evelyn Partners Investment Management Services
$210K -$2.76K -12 -1%
LWIC
1905
Leith Wheeler Investment Counsel
British Columbia, Canada
$210K – – –
SLC
1906
Second Line Capital
Louisiana
$209K -$22.7K -99 -10%
RFA
1907
Resurgent Financial Advisors
Georgia
$209K +$5.95K +26 +3%
SH
1908
SLT Holdings
Arizona
$209K +$209K +915 New
MCWA
1909
Meadow Creek Wealth Advisors
Georgia
$209K +$6.41K +28 +3%
SDH
1910
Sloy Dahl & Holst
Washington
$208K – – –
UAML
1911
US Asset Management LLC
Pennsylvania
$207K – – –
FCM
1912
Fourpath Capital Management
Oklahoma
$206K – – –
DWM
1913
Denver Wealth Management
Colorado
$206K +$229 +1 +0.1%
MWP
1914
Meridian Wealth Partners
Pennsylvania
$206K +$2.52K +11 +1%
SCG
1915
Sonata Capital Group
Washington
$206K – – –
EFM
1916
E Fund Management
China
$206K -$5.03K -22 -2%
BWM
1917
Biltmore Wealth Management
Arizona
$206K – – –
LAM
1918
LECAP Asset Management
United Kingdom
$206K +$206K +899 New
FWM
1919
Fingerlakes Wealth Management
New York
$205K +$686 +3 +0.3%
MM
1920
MQS Management
New York
$205K +$205K +897 New
PCM
1921
Prelude Capital Management
New York
$205K -$28.1K -123 -12%
LCM
1922
Lazari Capital Management
California
$205K – – –
GG
1923
Gleason Group
Kentucky
$205K +$686 +3 +0.3%
CPA
1924
Capital Performance Advisors
California
$205K +$205K +894 New
SS
1925
Sunbelt Securities
Texas
$204K -$112K -556 -35%
75 76
77
78 79