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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 %
AEPWM
2176
Atlantic Edge Private Wealth Management
Florida
$2.75K – – –
TPW
2177
Talon Private Wealth
Florida
$2.75K +$2.75K +12 New
OWP
2178
ORG Wealth Partners
Texas
$2.52K +$2.52K +11 New
RWM
2179
RMG Wealth Management
Wisconsin
$2.5K +$2.5K +11 New
SHIM
2180
Stone House Investment Management
Pennsylvania
$2.29K +$2.29K +10 New
SGC
2181
Slocum, Gordon & Co
Rhode Island
$2.26K -$38.2K -152 -94%
BDPWM
2182
Barnes Dennig Private Wealth Management
Ohio
$2.06K – – –
HIA
2183
HFM Investment Advisors
New Jersey
$2.06K +$1.14K +5 +125%
SRCM
2184
Signature Resources Capital Management
California
$2.06K +$2.06K +9 New
CWM
2185
Copia Wealth Management
Oregon
$1.6K – – –
ACM
2186
Anfield Capital Management
California
$1.6K +$1.6K +7 New
FIM
2187
FWL Investment Management
Texas
$1.6K +$1.6K +7 New
OW
2188
Olistico Wealth
Oklahoma
$1.37K – – –
T
2189
Tidemark
California
$1.17K -$1.17K -5 -50%
BGWM
2190
Bridge Generations Wealth Management
Florida
$1.15K – – –
ACA
2191
Atlas Capital Advisors
Wyoming
$1.14K – – –
WCM
2192
Winthrop Capital Management
Indiana
$1K – – –
TFA
2193
Transamerica Financial Advisors
Florida
$705 -$353 -2 -33%
HFS
2194
Horizon Financial Services
North Carolina
$686 +$686 +3 New
PEAK6
2195
PEAK6
Illinois
$608 – – –
OCM
2196
Orion Capital Management
California
$458 – – –
MWM
2197
MorganRosel Wealth Management
Colorado
$240 – – –
NMG
2198
New Millennium Group
Utah
$122 -$610 -5 -83%
Renaissance Technologies
2199
Renaissance Technologies
New York
– -$67M -289,200 Closed
CF
2200
Corebridge Financial
Texas
– -$23.8M -103,006 Closed
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