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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 %
AW
2101
Avion Wealth
Texas
$20K +$5.71K +26 +40%
DIP
2102
DT Investment Partners
Pennsylvania
$19.7K – – –
RBC
2103
Roble Belko & Company
Pennsylvania
$19K – – –
SC
2104
Solstein Capital
California
$18.5K +$18.5K +81 New
EWM
2105
Evermay Wealth Management
Virginia
$18.3K – – –
MCA
2106
Maryland Capital Advisors
Maryland
$18.3K – – –
HHMI
2107
Howard Hughes Medical Institute
Maryland
$17.8K +$17.8K +78 New
KIG
2108
Kessler Investment Group
Indiana
$16.9K – – –
RAM
2109
Riggs Asset Management
Pennsylvania
$16.5K +$9.61K +42 +140%
BTC
2110
Bank & Trust Company
Illinois
$16.5K – – –
LFASL
2111
Lugano Financial Advisors SA (LFA)
Switzerland
$16.5K +$16.5K +72 New
ACA
2112
American Capital Advisory
Idaho
$16.2K +$1.14K +5 +8%
EWM
2113
Evolution Wealth Management
Florida
$15.8K +$15.8K +69 New
CIAS
2114
CBIZ Investment Advisory Services
Ohio
$15.6K +$6.18K +27 +66%
CPG
2115
Cornerstone Planning Group
New Jersey
$15.2K -$30.8K -134 -67%
TFG
2116
Team Financial Group
California
$14.9K +$14.9K +65 New
1M
2117
1248 Management
Missouri
$14.6K – – –
BCM
2118
Blume Capital Management
California
$13.7K +$6.64K +29 +94%
HWP
2119
Highline Wealth Partners
California
$12.5K -$228 -1 -2%
SO
2120
Sierra Ocean
California
$12.4K – – –
RDFA
2121
Ritter Daniher Financial Advisory
Ohio
$12.4K -$1.37K -6 -10%
WA
2122
Whipplewood Advisors
Colorado
$12.4K +$11.4K +50 +1,250%
PPC
2123
Park Place Capital
Alabama
$11.7K +$7.55K +33 +183%
PCFFS
2124
Pacific Center for Financial Services
California
$11.6K +$227 +1 +2%
MAM
2125
Meeder Asset Management
Ohio
$11.4K -$21.1K -92 -65%
83 84
85
86 87