We are live on ! Find out more
WM icon

Waste Management

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: 2,2022,229 (+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: 6446 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
2026
Investors Research Corp
Georgia
$91.5K
PW
2027
Pandora Wealth
Illinois
$91.5K
CMA
2028
Cedar Mountain Advisors
Oregon
$90K +$232 +1 +0.3%
MWA
2029
Medallion Wealth Advisors
Connecticut
$88.1K
CA
2030
Centerpoint Advisors
Massachusetts
$85K +$696 +3 +0.8%
VWA
2031
Valued Wealth Advisors
Utah
$83.1K +$2.09K +9 +3%
MCA
2032
Midwest Capital Advisors
Michigan
$83.1K
RWML
2033
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$82.6K +$44.5K +192 +114%
LP
2034
LMR Partners
United Kingdom
$81.7K +$82.8K +357 New
BAM
2035
Byrne Asset Management
New Jersey
$80.3K
OPTFSNA
2036
Old Point Trust & Financial Services N A
Virginia
$79.4K
POIA
2037
Pin Oak Investment Advisors
Texas
$79K +$70.5K +304 +760%
AWM
2038
Activest Wealth Management
Florida
$78.3K -$5.1K -22 -6%
FFL
2039
Financial Freedom LLC
Ohio
$78.2K +$232 +1 +0.3%
FC
2040
Fairscale Capital
New Hampshire
$77.9K +$38K +164 +93%
HFS
2041
Hughes Financial Services
Virginia
$77.8K -$2.78K -12 -3%
IUHSA
2042
Itau Unibanco Holding S.A.
Brazil
$77.1K -$18.6K -80 -19%
MPW
2043
MASECO Private Wealth
$74.7K +$75.9K +327 New
SVWA
2044
Sarver Vrooman Wealth Advisors
Missouri
$74.6K
TVWM
2045
Tower View Wealth Management
Wisconsin
$73.2K +$232 +1 +0.3%
CBT
2046
CoreFirst Bank & Trust
Kansas
$73.2K +$74.2K +320 New
SNB
2047
Security National Bank
Nebraska
$72.3K +$5.8K +25 +9%
TCM
2048
TD Capital Management
Tennessee
$72.1K +$8.12K +35 +13%
SA
2049
Scarborough Advisors
Maryland
$71.1K +$72.1K +311 New
CM
2050
Capula Management
Cayman Islands
$69.8K -$13.5K -58 -16%

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.