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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 %
GKIM
1951
GW&K Investment Management
Massachusetts
$168K +$4.81K +21 +3%
CWM
1952
Centricity Wealth Management
Ohio
$162K – – –
FCT
1953
First Community Trust
Iowa
$160K – – –
CWP
1954
Concord Wealth Partners
Virginia
$160K – – –
FCAS
1955
First Command Advisory Services
Texas
$159K -$123K -537 -44%
HWM
1956
Hemington Wealth Management
Virginia
$154K -$1.82K -8 -1%
MWM
1957
Mascoma Wealth Management
New Hampshire
$151K – – –
SIS
1958
Strategic Investment Solutions
Illinois
$151K +$109K +478 +266%
EPIM
1959
Evelyn Partners Investment Management
$149K -$22K -96 -13%
KIM
1960
Kestra Investment Management
Texas
$143K – – –
MA
1961
Montag & Associates
Georgia
$140K – – –
TCM
1962
Tradewinds Capital Management
Washington
$139K – – –
BFP
1963
Briaud Financial Planning
Texas
$133K – – –
SIS
1964
Sound Income Strategies
Florida
$131K -$2.29K -10 -2%
HNW
1965
High Note Wealth
Minnesota
$131K – – –
PPA
1966
Painted Porch Advisors
California
$130K -$55.6K -243 -30%
YDMI
1967
Y.D. More Investments
Israel
$130K +$130K +570 New
EIM
1968
Essex Investment Management
Massachusetts
$130K – – –
DWA
1969
Delos Wealth Advisors
Texas
$129K +$129K +565 New
IWM
1970
IMG Wealth Management
Florida
$127K +$3.43K +15 +3%
SL
1971
Salomon & Ludwin
Virginia
$126K – – –
EWP
1972
Elevation Wealth Partners
California
$125K – – –
GC
1973
Garde Capital
Washington
$123K +$457 +2 +0.4%
DWM
1974
Darwin Wealth Management
Florida
$123K +$916 +4 +0.8%
VWM
1975
Vermillion Wealth Management
Minnesota
$118K – – –
77 78
79
80 81