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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
CTWM
2076
Cherry Tree Wealth Management
Minnesota
$43.2K -$2.55K -11 -6%
VC
2077
Vestor Capital
Illinois
$43K -$7.22M -31,125 -98%
HIW
2078
Holos Integrated Wealth
Pennsylvania
$42.8K
Q1WB
2079
Quest 10 Wealth Builders
Virginia
$42.6K +$22.5K +97 +109%
CTB
2080
Country Trust Bank
Illinois
$42.3K
RFS
2081
Richardson Financial Services
Massachusetts
$40.5K +$696 +3 +2%
MSWM
2082
Mowery & Schoenfeld Wealth Management
Illinois
$40.3K
Loomis, Sayles & Company
2083
Loomis, Sayles & Company
Massachusetts
$40.3K +$40.8K +176 New
CI
2084
Clal Insurance
Israel
$40K -$6.26K -27 -13%
BBPWM
2085
Blue Bell Private Wealth Management
Pennsylvania
$39.8K
HHGA
2086
Halbert Hargrove Global Advisors
California
$38K -$3.48K -15 -8%
DWS
2087
Dynamic Wealth Strategies
California
$38K
UCB
2088
United Community Bank
South Carolina
$37.1K
CIA
2089
Cape Investment Advisory
Georgia
$35.8K -$7.19K -31 -17%
VIS
2090
Vega Investment Solutions
France
$35.2K -$3.59M -15,484 -99%
RPA
2091
Redwood Park Advisors
California
$34.7K -$232K -999 -87%
KSB
2092
Kennebec Savings Bank
Maine
$34.3K -$14.2K -61 -29%
AA
2093
Addison Advisors
Vermont
$34.3K
GPI
2094
General Partner Inc
Pennsylvania
$33.2K
FMP
2095
Financial Management Professionals
Texas
$33K -$2.55K -11 -7%
MSG
2096
Main Street Group
Virginia
$31.3K
FFO
2097
Fortitude Family Office
Arizona
$29.3K -$464 -2 -2%
GTAM
2098
Global Trust Asset Management
Florida
$29.3K +$1.39K +6 +5%
GWSA
2099
Global Wealth Strategies & Associates
Colorado
$28.6K -$3.25K -14 -10%
CFS
2100
CGC Financial Services
Oregon
$28.6K

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.