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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 %
TF
1926
Threadgill Financial
Texas
$204K -$1.14K -5 -0.6%
TFGT
1927
TS Financial Group (TSFG)
Illinois
$204K +$229 +1 +0.1%
AAP
1928
Arax Advisory Partners
Colorado
$202K +$38.5K +168 +23%
SAM
1929
Sherman Asset Management
California
$202K – – –
FSA
1930
Financial Security Advisor
Virginia
$202K +$229 +1 +0.1%
HC
1931
Headland Capital
South Carolina
$202K -$5.26K -23 -3%
FZCM
1932
Flynn Zito Capital Management
New York
$201K +$686 +3 +0.3%
MCM
1933
Marathon Capital Management
Maryland
$200K – – –
EGA
1934
Eagle Global Advisors
Texas
$200K – – –
SI
1935
Seeds Investor
New York
$200K -$83.5K -365 -29%
VWM
1936
Venturi Wealth Management
Texas
$199K -$69.3K -303 -26%
DMBA
1937
Deseret Mutual Benefit Administrators
Utah
$198K – – –
MHR
1938
Matthew Hamilton Rosenberg
$195K -$82.6K -361 -30%
GSWM
1939
Golden State Wealth Management
California
$194K +$13.7K +60 +8%
OWA
1940
Opal Wealth Advisors
New York
$190K +$112K +491 +144%
HDIM
1941
Hanson & Doremus Investment Management
Vermont
$184K +$36.3K +159 +25%
HBT
1942
Hills Bank & Trust
Iowa
$183K – – –
BGC
1943
Beutel, Goodman & Co
Ontario, Canada
$183K – – –
BC
1944
Barrett & Company
Rhode Island
$181K – – –
ADL
1945
Asset Dedication LLC
California
$180K -$1.37K -6 -0.8%
TPWA
1946
Twin Peaks Wealth Advisors
California
$179K +$179K +769 New
VNA
1947
Valley National Advisers
Pennsylvania
$178K -$228 -1 -0.1%
GFL
1948
Granite FO LLC
New Hampshire
$176K – – –
CYG
1949
Clean Yield Group
Vermont
$172K – – –
CF
1950
Centaurus Financial
California
$170K -$1.14K -5 -0.7%
76 77
78
79 80