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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 %
CWM
2151
Cranbrook Wealth Management
Michigan
$6.2K – – –
PG
2152
Proffitt & Goodson
Tennessee
$6.18K – – –
BWM
2153
Bernard Wealth Management
Michigan
$5.95K – – –
BCPWM
2154
Bradley & Co Private Wealth Management
Florida
$5.95K – – –
HC
2155
Hoese & Co
Minnesota
$5.95K – – –
1IA
2156
1620 Investment Advisors
Massachusetts
$5.81K +$4.42K +19 +317%
GC
2157
Gould Capital
Washington
$5.72K – – –
SJIM
2158
St. Johns Investment Management
Florida
$5.72K +$5.72K +25 New
GAG
2159
Goodman Advisory Group
Massachusetts
$5.72K +$5.72K +25 New
TIM
2160
Total Investment Management
Arizona
$5.28K +$5.28K +23 New
SWA
2161
SOA Wealth Advisors
New York
$5.27K -$41.7K -182 -89%
PWA
2162
Principia Wealth Advisory
Texas
$5.26K +$1.14K +5 +28%
EWA
2163
EQ Wealth Advisors
Texas
$5.03K – – –
GC
2164
GFG Capital
Florida
$4.81K +$4.81K +21 New
PWS
2165
Peterson Wealth Services
Utah
$4.64K – – –
KG
2166
Kilter Group
New York
$4.35K +$4.35K +19 New
FFA
2167
Frazier Financial Advisors
Ohio
$3.96K – – –
BTD
2168
BankPlus Trust Department
Mississippi
$3.66K -$3.2K -14 -47%
NWM
2169
Nova Wealth Management
Florida
$3.55K +$3.55K +16 New
BHWM
2170
Bay Harbor Wealth Management
Maryland
$3.43K +$1.6K +7 +88%
PWM
2171
Parkworth Wealth Management
California
$3.43K +$2.06K +9 +150%
BMC
2172
Bear Mountain Capital
Washington
$3.41K – – –
BFS
2173
Bare Financial Services
Pennsylvania
$3.2K +$2.75K +12 +600%
BA
2174
Bellwether Advisors
Nebraska
$2.98K – – –
CIR
2175
Clear Investment Research
Georgia
$2.98K +$229 +1 +8%
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87
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