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Waste Management
WM

2,229 hedge funds and large institutions have $74.6B invested in Waste Management in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 925 increasing their positions, 780 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 108

22% more call options, than puts

Call options by funds: $519M | Put options by funds: $424M

19% more repeat investments, than reductions

Existing positions increased: 925 | Existing positions reduced: 780

1% more funds holding

Funds holding: 2,202 → 2,229 (+27)

0.09% less ownership

Funds ownership: 81.22% → 81.12% (-0.09%)

1% less capital invested

Capital invested by funds: $75.6B → $74.6B (-$1.04B)

28% less funds holding in top 10

Funds holding in top 10: 64 → 46 (-18)

Holders
2,229
Holders Change
+27
Holders Change %
+1.23%
% of All Funds
29.34%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.61%
New
160
Increased
925
Reduced
780
Closed
108
Calls
$519M
Puts
$424M
Net Calls
+$94.9M
Net Calls Change
-$61.1M

Top Buyers

Rank Fund Capital Flow
1
MSIIA
Morgan Stanley Institutional Investment Advisors
Colorado
+$373M
2
SGA
Sustainable Growth Advisers
Connecticut
+$240M
3
Holocene Advisors
Holocene Advisors
New York
+$123M
4
UBS AM
UBS AM
Illinois
+$119M
5
Squarepoint
Squarepoint
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
2
Bank of America
Bank of America
North Carolina
-$132M
3
Lazard Asset Management
Lazard Asset Management
New York
-$122M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$107M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$92.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Darwin Wealth Management
Florida
$123K +$928 +4 +0.8%
VWM
2002
Vermillion Wealth Management
Minnesota
$118K – – –
OCM
2003
Osterweis Capital Management
California
$117K +$87K +375 +274%
AT
2004
Avalon Trust
New Mexico
$114K – – –
KTC
2005
Kentucky Trust Company
Kentucky
$114K – – –
RAM
2006
Ramirez Asset Management
New York
$114K – – –
WTFG
2007
Wood Tarver Financial Group
Idaho
$114K – – –
C
2008
Covestor
United Kingdom
$112K -$30.4K -131 -21%
PMFA
2009
Plante Moran Financial Advisors
Michigan
$112K – – –
PP
2010
Pacifica Partners
Canada
$111K – – –
ECM
2011
Estabrook Capital Management
New York
$104K -$71.9K -310 -41%
CNBTD
2012
Citizens National Bank Trust Department
Mississippi
$103K – – –
KFI
2013
Key Financial Inc
Pennsylvania
$103K +$16.2K +70 +18%
AFG
2014
Albion Financial Group
Utah
$102K +$103K +444 New
AWM
2015
Abound Wealth Management
Tennessee
$101K +$232 +1 +0.2%
DI
2016
DAGCO Inc
Ohio
$99K +$98.1K +423 +4,230%
TCM
2017
TruNorth Capital Management
Michigan
$98.4K -$108K -467 -52%
ACM
2018
Adalta Capital Management
New York
$97.2K – – –
TSMHT
2019
Thurston Springer Miller Herd & Titak
Indiana
$97.2K +$41.8K +180 +74%
IAS
2020
IMA Advisory Services
Colorado
$97K +$3.71K +16 +4%
IWP
2021
IAG Wealth Partners
Wisconsin
$96.8K – – –
JGIA
2022
Jackson Grant Investment Advisers
Connecticut
$96.6K +$232 +1 +0.2%
PWA
2023
Physician Wealth Advisors
Utah
$96.3K +$7.66K +33 +9%
SN
2024
Sittner & Nelson
Oregon
$96.1K – – –
CB
2025
CNB Bank
Pennsylvania
$95.9K – – –
79 80
81
82 83

WM Hedge Fund Activity: Q2 2025 in Review

2,229 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q2 2025, worth a combined $74.6B — down 1.4% from $75.6B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new WM positions and 108 closed out — a net gain of 52 holders — while 925 added to existing stakes and 780 trimmed.

The largest buyer was Morgan Stanley Institutional Investment Advisors, opening a new position worth an estimated $373M. The largest seller was AllianceBernstein, cutting an estimated $272M.

  • 2,229 institutional investors held Waste Management (WM) as of Q2 2025, up from 2,202 in Q1 2025.
  • Funds reported $74.6B of Waste Management stock for Q2 2025, down 1.4% quarter-over-quarter.
  • 160 funds opened new Waste Management positions in Q2 2025 and 108 closed out, a net change of +52 holders.
  • The largest Waste Management buyer in Q2 2025 was Morgan Stanley Institutional Investment Advisors, an estimated $373M added.
  • The largest Waste Management seller in Q2 2025 was AllianceBernstein, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2025.