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Wheaton Precious Metals
WPM

Overview Fund Activity

515 hedge funds and large institutions have $13.1B invested in Wheaton Precious Metals in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 178 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-19
Holders Change %
-3.56%
% of All Funds
7.47%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
62
Increased
164
Reduced
178
Closed
75
Calls
$334M
Puts
$98.4M
Net Calls
+$236M
Net Calls Change
+$115M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$229M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$71.7M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$273M
4
Bank of America
4
Bank of America
North Carolina
$231M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$344M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$557M
3
Fidelity International
3
Fidelity International
Bermuda
$401M
4
Morgan Stanley
4
Morgan Stanley
New York
$106M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$775K +$38.8K +823 +5%
Pathstone Holdings
252
Pathstone Holdings
New Jersey
$771K -$100K -2,128 -12%
HCM
253
Howland Capital Management
Massachusetts
$754K +$754K +16,000 New
GWM
254
Geneos Wealth Management
Colorado
$739K -$518 -11 -0.1%
VPI
255
Value Partners Investments
Manitoba, Canada
$731K +$99.5K +2,113 +16%
M&T Bank
256
M&T Bank
New York
$724K -$115K -2,449 -14%
PWP
257
Principle Wealth Partners
Connecticut
$723K – – –
DWM
258
Dakota Wealth Management
Florida
$723K -$17.1K -362 -2%
XT
259
XTX Topco
Cayman Islands
$722K +$396K +8,392 +121%
USAA
260
United Services Automobile Association
Texas
$719K – – –
MTCM
261
Mint Tower Capital Management
Netherlands
$707K – – –
FPAS
262
Focus Partners Advisor Solutions
Missouri
$688K +$688K +14,603 New
BCP
263
Berkeley Capital Partners
Georgia
$672K -$2.55K -54 -0.4%
DA
264
Duality Advisers
Florida
$669K -$1.61M -34,152 -71%
QI
265
Qtron Investments
Massachusetts
$666K – – –
PHS
266
Pekin Hardy Strauss
Illinois
$664K +$4.71K +100 +0.7%
Walleye Capital
267
Walleye Capital
New York
$661K +$661K +14,031 New
CAN
268
Cetera Advisor Networks
California
$661K +$143K +3,040 +28%
VPIM
269
Vanguard Personalized Indexing Management
California
$661K +$67.9K +1,441 +11%
BONST
270
Bank of Nova Scotia Trust
Ontario, Canada
$657K +$13.6K +289 +2%
ATC
271
Argent Trust Co
Tennessee
$642K +$15.2K +322 +2%
WDL
272
Well Done LLC
Michigan
$639K +$249K +5,281 +64%
FTDI
273
First Trust Direct Indexing
Massachusetts
$631K -$20.8K -441 -3%
PFA
274
Petra Financial Advisors
Colorado
$629K -$32.2K -684 -5%
JIC
275
Johnson Investment Counsel
Ohio
$608K -$2.36K -50 -0.4%
9 10
11
12 13