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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 %
HL
2251
HeadInvest LLC
Maine
– -$243K -1,050 Closed
PD
2252
Planning Directions
Pennsylvania
– -$237K -1,024 Closed
USWG
2253
U.S. Wealth Group
New York
– -$237K -1,022 Closed
UWM
2254
USAdvisors Wealth Management
Minnesota
– -$233K -1,010 Closed
SM
2255
Sweeney & Michel
California
– -$216K -1,000 Closed
SFS
2256
Sharp Financial Services
Pennsylvania
– -$232K -1,000 Closed
RC
2257
Roundview Capital
New Jersey
– -$227K -980 Closed
NI
2258
Natural Investments
California
– -$222K -963 Closed
WRPWM
2259
Werba Rubin Papier Wealth Management
California
– -$222K -959 Closed
CC
2260
Corton Capital
Ontario, Canada
– -$222K -959 Closed
TPWA
2261
TRUE Private Wealth Advisors
Oregon
– -$221K -955 Closed
FFP
2262
Freedom Financial Partners
Minnesota
– -$220K -952 Closed
RIM
2263
Redwood Investment Management
Arizona
– -$218K -943 Closed
JC
2264
JB Capital
Connecticut
– -$209K -903 Closed
FIB
2265
First Interstate Bank
Montana
– -$207K -896 Closed
SOW
2266
State of Wyoming
Wyoming
– -$206K -888 Closed
RIA
2267
Realta Investment Advisors
Delaware
– -$205K -886 Closed
TWM
2268
Topsail Wealth Management
North Carolina
– -$203K -878 Closed
SBFM
2269
S-Bank Fund Management
Finland
– -$179K -774 Closed
PA
2270
PSI Advisors
Florida
– -$153K -660 Closed
RTC
2271
Riverview Trust Company
Washington
– -$152K -655 Closed
AFS
2272
Anderson Financial Strategies
Ohio
– -$146K -632 Closed
AIM
2273
Acropolis Investment Management
Missouri
– -$138K -596 Closed
CA
2274
Continuum Advisory
Idaho
– -$138K -595 Closed
WPA
2275
West Paces Advisors
Georgia
– -$137K -591 Closed
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