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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 %
PW
2001
Pandora Wealth
Illinois
$91.5K – – –
CMA
2002
Cedar Mountain Advisors
Oregon
$90K +$229 +1 +0.3%
CA
2003
Centerpoint Advisors
Massachusetts
$85K +$684 +3 +0.8%
VWA
2004
Valued Wealth Advisors
Utah
$83.1K +$2.06K +9 +3%
MCA
2005
Midwest Capital Advisors
Michigan
$83.1K – – –
LP
2006
LMR Partners
United Kingdom
$81.7K +$81.7K +357 New
BAM
2007
Byrne Asset Management
New Jersey
$80.3K – – –
OPTFSNA
2008
Old Point Trust & Financial Services N A
Virginia
$79.4K – – –
POIA
2009
Pin Oak Investment Advisors
Texas
$79K +$69.8K +304 +760%
AWM
2010
Activest Wealth Management
Florida
$78.3K -$5.04K -22 -6%
FFL
2011
Financial Freedom LLC
Ohio
$78.2K +$229 +1 +0.3%
FC
2012
Fairscale Capital
New Hampshire
$77.9K +$37.6K +164 +93%
HFS
2013
Hughes Financial Services
Virginia
$77.8K -$2.78K -12 -3%
IUHSA
2014
Itau Unibanco Holding S.A.
Brazil
$77.1K -$18.3K -80 -19%
MPW
2015
MASECO Private Wealth
$74.7K +$74.7K +327 New
SVWA
2016
Sarver Vrooman Wealth Advisors
Missouri
$74.6K – – –
TVWM
2017
Tower View Wealth Management
Wisconsin
$73.2K +$229 +1 +0.3%
CBT
2018
CoreFirst Bank & Trust
Kansas
$73.2K +$73.2K +320 New
SNB
2019
Security National Bank
Nebraska
$72.3K +$5.72K +25 +9%
TCM
2020
TD Capital Management
Tennessee
$72.1K +$8.01K +35 +13%
SA
2021
Scarborough Advisors
Maryland
$71.1K +$71.1K +311 New
CM
2022
Capula Management
Cayman Islands
$69.8K -$13.3K -58 -16%
TIM
2023
Thompson Investment Management
Wisconsin
$68.6K +$68.6K +300 New
WIM
2024
Westside Investment Management
California
$68.6K +$29.1K +127 +74%
BG
2025
Bollard Group
Massachusetts
$68K +$231 +1 +0.3%
79 80
81
82 83