WM icon

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 %
MAS
2076
MPWM Advisory Solutions
Georgia
$27.5K -$3.2K -14 -10%
YP
2077
YANKCOM Partnership
South Dakota
$27.5K – – –
WCM
2078
Westend Capital Management
California
$27K – – –
AWM
2079
Atticus Wealth Management
Florida
$27K -$26.5K -116 -50%
CB
2080
Centennial Bank
Arkansas
$26.8K +$26.8K +117 New
CWA
2081
Carolina Wealth Advisors
South Carolina
$26.3K – – –
SC
2082
Swan Capital
Florida
$25.9K – – –
RF
2083
Roxbury Financial
New Jersey
$25.4K +$228 +1 +0.9%
BGAI
2084
Bruce G. Allen Investments
Colorado
$25.2K – – –
S
2085
Sachetta
Massachusetts
$24.9K +$2.98K +13 +14%
RA
2086
Rational Advisors
New York
$24.7K +$24.7K +108 New
FW
2087
Fairway Wealth
Ohio
$24K -$16.2K -71 -40%
JFG
2088
JDM Financial Group
Texas
$23.6K – – –
NRG
2089
Nemes Rush Group
Michigan
$23.3K -$7.09K -31 -23%
USB
2090
Union Savings Bank
Connecticut
$22.9K – – –
PP
2091
PFS Partners
New Jersey
$22.9K – – –
FDW
2092
Fourth Dimension Wealth
Ohio
$22.9K – – –
JFA
2093
JNBA Financial Advisors
Minnesota
$22.9K – – –
HC
2094
Hurley Capital
New York
$22.9K +$22.9K +100 New
BWL
2095
Bogart Wealth LLC
Virginia
$22.8K +$5.47K +24 +32%
LI
2096
Louisbourg Investments
New Brunswick, Canada
$22.7K -$5.49K -24 -20%
PSFG
2097
Park Square Financial Group
Georgia
$22.7K +$1.83K +8 +9%
T
2098
Transce3nd
Texas
$20.4K – – –
BIA
2099
Bell Investment Advisors
California
$20.4K +$2.98K +13 +17%
FGA
2100
Fortis Group Advisors
New Jersey
$20.1K +$8.7K +38 +76%
82 83
84
85 86