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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 %
FWM
2026
FSA Wealth Management
Massachusetts
$67.7K – – –
TIM
2027
Tortoise Investment Management
New York
$67.3K +$3.43K +15 +5%
W
2028
WealthCollab
Washington
$66.4K +$22.9K +100 +53%
ETS
2029
ESL Trust Services
New York
$66.4K -$3.2K -14 -5%
BCMLT
2030
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.8K +$8.68K +38 +15%
BWAM
2031
Boyd Watterson Asset Management
Ohio
$61.3K -$26.5K -116 -30%
GFA
2032
Gladwyn Financial Advisors
Virginia
$57.8K +$57.8K +253 New
HCM
2033
Hollencrest Capital Management
California
$57.1K – – –
SSG
2034
Summit Securities Group
New York
$56.5K +$56.5K +247 New
PWM
2035
Puff Wealth Management
New Jersey
$52.3K +$52.3K +52,335 New
NAAA
2036
New Age Alpha Advisors
New York
$51.9K +$7.55K +33 +17%
DCM
2037
Disciplina Capital Management
Tennessee
$50.7K +$229 +1 +0.5%
MFT
2038
Moisand Fitzgerald Tamayo
Florida
$50.1K – – –
PMIM
2039
Prudent Man Investment Management
Colorado
$50K – – –
SIC
2040
SJS Investment Consulting
Ohio
$49.7K -$2.75K -12 -5%
BI
2041
Binnacle Investments
Iowa
$49K – – –
TWD
2042
True Wealth Design
Ohio
$48.8K +$6.18K +27 +15%
WA
2043
WPG Advisers
Maryland
$48.5K -$15.6K -68 -24%
DFA
2044
DHJJ Financial Advisors
Illinois
$48.3K – – –
TLCM
2045
Twin Lakes Capital Management
California
$46.6K +$229 +1 +0.5%
PCTC
2046
Perkins Coie Trust Company
Washington
$45.8K – – –
LAMC
2047
Longview Asset Management (California)
California
$44.2K – – –
CTWM
2048
Cherry Tree Wealth Management
Minnesota
$43.2K -$2.52K -11 -6%
VC
2049
Vestor Capital
Illinois
$43K -$1.94M -31,125 -98%
HIW
2050
Holos Integrated Wealth
Pennsylvania
$42.8K – – –
80 81
82
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