WM icon

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 %
OCM
1976
Osterweis Capital Management
California
$117K +$85.8K +375 +274%
AT
1977
Avalon Trust
New Mexico
$114K – – –
KTC
1978
Kentucky Trust Company
Kentucky
$114K – – –
RAM
1979
Ramirez Asset Management
New York
$114K – – –
WTFG
1980
Wood Tarver Financial Group
Idaho
$114K – – –
C
1981
Covestor
United Kingdom
$112K -$30.1K -131 -21%
PMFA
1982
Plante Moran Financial Advisors
Michigan
$112K – – –
PP
1983
Pacifica Partners
Canada
$111K – – –
ECM
1984
Estabrook Capital Management
New York
$104K -$70.9K -310 -41%
CNBTD
1985
Citizens National Bank Trust Department
Mississippi
$103K – – –
KFI
1986
Key Financial Inc
Pennsylvania
$103K +$16K +70 +18%
AFG
1987
Albion Financial Group
Utah
$102K +$102K +444 New
AWM
1988
Abound Wealth Management
Tennessee
$101K +$229 +1 +0.2%
DI
1989
DAGCO Inc
Ohio
$99K +$96.7K +423 +4,230%
TCM
1990
TruNorth Capital Management
Michigan
$98.4K -$107K -467 -52%
ACM
1991
Adalta Capital Management
New York
$97.2K – – –
TSMHT
1992
Thurston Springer Miller Herd & Titak
Indiana
$97.2K +$41.3K +180 +74%
IAS
1993
IMA Advisory Services
Colorado
$97K +$3.66K +16 +4%
IWP
1994
IAG Wealth Partners
Wisconsin
$96.8K – – –
JGIA
1995
Jackson Grant Investment Advisers
Connecticut
$96.6K +$229 +1 +0.2%
PWA
1996
Physician Wealth Advisors
Utah
$96.3K +$7.55K +33 +9%
SN
1997
Sittner & Nelson
Oregon
$96.1K – – –
CB
1998
CNB Bank
Pennsylvania
$95.9K – – –
FAM
1999
Flaharty Asset Management
Florida
$93.8K – – –
PW
2000
Pandora Wealth
Illinois
$91.5K – – –
78 79
80
81 82