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Waste Management

2,202 hedge funds and large institutions have $75.6B invested in Waste Management in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 849 increasing their positions, 807 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 102

64% more funds holding in top 10

Funds holding in top 10: 3964 (+25)

45% more call options, than puts

Call options by funds: $504M | Put options by funds: $348M

11% more capital invested

Capital invested by funds: $68.2B → $75.6B (+$7.36B)

3% more funds holding

Funds holding: 2,1292,202 (+73)

5% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 807

0.26% less ownership

Funds ownership: 81.48%81.22% (-0.26%)

Holders
2,202
Holders Change
+73
Holders Change %
+3.43%
% of All Funds
29.52%
Holding in Top 10
64
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+64.1%
% of All Funds
0.86%
New
207
Increased
849
Reduced
807
Closed
102
Calls
$504M
Puts
$348M
Net Calls
+$156M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
2001
Itau Unibanco Holding S.A.
Brazil
$97K -$221 -1 -0.2%
FAM
2002
Flaharty Asset Management
Florida
$94.9K +$90.8K +410 New
IAS
2003
IMA Advisory Services
Colorado
$94.5K +$90.4K +408 New
IRC
2004
Investors Research Corp
Georgia
$92.6K -$12K -54 -12%
PW
2005
Pandora Wealth
Illinois
$92.6K +$88.6K +400 New
CMA
2006
Cedar Mountain Advisors
Oregon
$90.7K +$443 +2 +0.5%
PWA
2007
Physician Wealth Advisors
Utah
$89.8K +$26.1K +118 +44%
MWA
2008
Medallion Wealth Advisors
Connecticut
$89.7K
BWAM
2009
Boyd Watterson Asset Management
Ohio
$88.9K -$24.1K -109 -22%
KFI
2010
Key Financial Inc
Pennsylvania
$88K -$27.2K -123 -24%
CA
2011
Centerpoint Advisors
Massachusetts
$86K
AWM
2012
Activest Wealth Management
Florida
$84.4K +$52.9K +239 +191%
CM
2013
Capula Management
Cayman Islands
$84K -$285K -1,287 -78%
MCA
2014
Midwest Capital Advisors
Michigan
$84K
VWA
2015
Valued Wealth Advisors
Utah
$82K -$2.44K -11 -3%
HFS
2016
Hughes Financial Services
Virginia
$81.5K +$77.1K +348 New
BAM
2017
Byrne Asset Management
New Jersey
$81.3K
OPTFSNA
2018
Old Point Trust & Financial Services N A
Virginia
$80.3K
FFL
2019
Financial Freedom LLC
Ohio
$79K
POIA
2020
Pin Oak Investment Advisors
Texas
$79K
OWA
2021
Opal Wealth Advisors
New York
$78.9K +$75.5K +341 New
SVWA
2022
Sarver Vrooman Wealth Advisors
Missouri
$75.5K +$72.2K +326 New
TVWM
2023
Tower View Wealth Management
Wisconsin
$73.8K -$5.32K -24 -7%
ETS
2024
ESL Trust Services
New York
$70.4K
CCM
2025
Cloud Capital Management
Washington
$70K +$68.4K +309 New

WM Hedge Fund Activity: Q1 2025 in Review

2,202 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2025, worth a combined $75.6B — up 11% from $68.2B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new WM positions and 102 closed out — a net gain of 105 holders — while 849 added to existing stakes and 807 trimmed.

The largest buyer was Ameriprise, adding an estimated $275M. The largest seller was Millennium Management, cutting an estimated $180M.

  • 2,202 institutional investors held Waste Management (WM) as of Q1 2025, up from 2,129 in Q4 2024.
  • Funds reported $75.6B of Waste Management stock for Q1 2025, up 11% quarter-over-quarter.
  • 207 funds opened new Waste Management positions in Q1 2025 and 102 closed out, a net change of +105 holders.
  • The largest Waste Management buyer in Q1 2025 was Ameriprise, an estimated $275M added.
  • The largest Waste Management seller in Q1 2025 was Millennium Management, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2025.