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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 %
MDA
2126
Minot DeBlois Advisors
Massachusetts
$11.4K – – –
IHWM
2127
Iron Horse Wealth Management
Iowa
$11.4K – – –
MTIC
2128
Missouri Trust & Investment Company
Missouri
$11.4K – – –
HWM
2129
Horizons Wealth Management
North Carolina
$11.2K – – –
SFCL
2130
Strengthening Families & Communities LLC
Massachusetts
$10.8K +$8.5K +37 +370%
AP
2131
Aspect Partners
Virginia
$10.8K -$1.37K -6 -11%
AIM
2132
Access Investment Management
Georgia
$10.8K +$10.8K +47 New
FWP
2133
Fiduciary Wealth Partners
Massachusetts
$10.5K -$432K -1,889 -98%
FNWA
2134
Financial Network Wealth Advisors
Utah
$9.84K – – –
AF
2135
Alerus Financial
North Dakota
$9.61K +$9.61K +42 New
CW
2136
Curio Wealth
Maryland
$9.38K +$9.15K +40 +4,000%
MAM
2137
Morse Asset Management
Connecticut
$9.15K -$1.6K -7 -15%
ABWM
2138
Alpine Bank Wealth Management
Colorado
$8.01K -$9.61K -42 -55%
RS
2139
Rakuten Securities
Japan
$8.01K +$2.06K +9 +35%
DPW
2140
DiNuzzo Private Wealth
Pennsylvania
$7.78K – – –
SC
2141
Stephens Consulting
Michigan
$7.78K +$1.6K +7 +26%
ITIM
2142
Indiana Trust & Investment Management
Indiana
$7.55K – – –
PCM
2143
Penserra Capital Management
California
$7K -$724K -3,415 -99%
NCM
2144
Northwest Capital Management
Oregon
$6.87K -$7.32K -32 -52%
WOSD
2145
WFA of San Diego
California
$6.87K +$6.87K +30 New
BAM
2146
Bellevue Asset Management
Washington
$6.68K – – –
MAFA
2147
MJT & Associates Financial Advisory
Minnesota
$6.64K – – –
WCM
2148
WealthTrak Capital Management
Virginia
$6.64K +$1.6K +7 +32%
DF
2149
DecisionPoint Financial
Arizona
$6.64K +$2.06K +9 +45%
GWS
2150
Greykasell Wealth Strategies
California
$6.41K – – –
84 85
86
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