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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 %
CTB
2051
Country Trust Bank
Illinois
$42.3K – – –
RFS
2052
Richardson Financial Services
Massachusetts
$40.5K +$686 +3 +2%
MSWM
2053
Mowery & Schoenfeld Wealth Management
Illinois
$40.3K – – –
Loomis, Sayles & Company
2054
Loomis, Sayles & Company
Massachusetts
$40.3K +$40.3K +176 New
CI
2055
Clal Insurance
Israel
$40K -$6.17K -27 -13%
BBPWM
2056
Blue Bell Private Wealth Management
Pennsylvania
$39.8K – – –
HHGA
2057
Halbert Hargrove Global Advisors
California
$38K -$3.43K -15 -8%
DWS
2058
Dynamic Wealth Strategies
California
$38K – – –
UCB
2059
United Community Bank
South Carolina
$37.1K – – –
CIA
2060
Cape Investment Advisory
Georgia
$35.8K -$7.11K -31 -17%
VIS
2061
Vega Investment Solutions
France
$35.2K -$3.54M -15,484 -99%
RPA
2062
Redwood Park Advisors
California
$34.7K -$228K -999 -87%
KSB
2063
Kennebec Savings Bank
Maine
$34.3K -$14K -61 -29%
AA
2064
Addison Advisors
Vermont
$34.3K – – –
GPI
2065
General Partner Inc
Pennsylvania
$33.2K – – –
FMP
2066
Financial Management Professionals
Texas
$33K -$2.52K -11 -7%
MSG
2067
Main Street Group
Virginia
$31.3K – – –
FFO
2068
Fortitude Family Office
Arizona
$29.3K -$458 -2 -2%
GTAM
2069
Global Trust Asset Management
Florida
$29.3K +$1.37K +6 +5%
GWSA
2070
Global Wealth Strategies & Associates
Colorado
$28.6K -$3.2K -14 -10%
CFS
2071
CGC Financial Services
Oregon
$28.6K – – –
RWM
2072
Rialto Wealth Management
New York
$28.1K +$1.6K +7 +6%
OAJ
2073
Ogorek Anthony Joseph
New York
$28K – – –
LWA
2074
Lowe Wealth Advisors
Maryland
$27.9K – – –
WBC
2075
West Branch Capital
Massachusetts
$27.5K – – –
81 82
83
84 85