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Wheaton Precious Metals

603 hedge funds and large institutions have $17.3B invested in Wheaton Precious Metals in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 32

61% more call options, than puts

Call options by funds: $230M | Put options by funds: $143M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

18% more capital invested

Capital invested by funds: $14.6B → $17.3B (+$2.66B)

10% more funds holding

Funds holding: 550603 (+53)

9% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 187

0.47% more ownership

Funds ownership: 61.31%61.78% (+0.47%)

Holders
603
Holders Change
+53
Holders Change %
+9.64%
% of All Funds
8.66%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
90
Increased
204
Reduced
187
Closed
32
Calls
$230M
Puts
$143M
Net Calls
+$86.8M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Moran Wealth Management
Florida
$1.25M -$69.9K -1,176 -5%
RCIM
252
Red Cedar Investment Management
Michigan
$1.24M +$1.2M +20,224 New
IMCOOI
253
Investment Management Corp of Ontario (IMCO)
Canada
$1.23M -$101K -1,700 -8%
AAP
254
Ardsley Advisory Partners
Connecticut
$1.22M +$297K +5,000 +33%
JIC
255
Johnson Investment Counsel
Ohio
$1.22M +$416K +7,000 +54%
Principal Financial Group
256
Principal Financial Group
Iowa
$1.21M +$11.7K +196 +1%
Assenagon Asset Management
257
Assenagon Asset Management
Luxembourg
$1.16M +$128K +2,157 +13%
PM
258
Pembroke Management
Quebec, Canada
$1.16M
VCP
259
Verus Capital Partners
Arizona
$1.14M -$11.9K -200 -1%
CCA
260
Cobblestone Capital Advisors
New York
$1.13M -$1.67K -28 -0.2%
Pathstone Holdings
261
Pathstone Holdings
New Jersey
$1.12M +$53.1K +893 +5%
LOAMU
262
Lombard Odier Asset Management (USA)
New York
$1.1M +$1.07M +18,000 New
ATC
263
Argent Trust Co
Tennessee
$1.08M -$15.9K -268 -1%
SWP
264
Stratos Wealth Partners
Ohio
$1.08M -$9.58K -161 -0.9%
Cerity Partners
265
Cerity Partners
New York
$1.06M +$245K +4,124 +31%
SNT
266
SIG North Trading
Pennsylvania
$1.04M -$1.14M -19,190 -53%
HCA
267
Harbour Capital Advisors
Virginia
$1.03M
AWA
268
Aaron Wealth Advisors
Illinois
$1.02M +$1.31K +22 +0.1%
SG Americas Securities
269
SG Americas Securities
New York
$1.02M +$777K +13,062 +364%
ASN
270
Advisory Services Network
Georgia
$986K
VPIM
271
Vanguard Personalized Indexing Management
California
$986K +$45.4K +763 +5%
HCM
272
Howland Capital Management
Massachusetts
$984K +$7.02K +118 +0.7%
GWM
273
Geneos Wealth Management
Colorado
$961K +$2.97K +50 +0.3%
PIM
274
Plato Investment Management
Australia
$950K +$925K +15,558 New
BWCS
275
Beirne Wealth Consulting Services
Connecticut
$946K +$238 +4 +0%

WPM Hedge Fund Activity: Q3 2024 in Review

603 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2024, worth a combined $17.3B — up 18% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPM positions and 32 closed out — a net gain of 58 holders — while 204 added to existing stakes and 187 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was First Eagle Investment Management, cutting an estimated $105M.

  • 603 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2024, up from 550 in Q2 2024.
  • Funds reported $17.3B of Wheaton Precious Metals stock for Q3 2024, up 18% quarter-over-quarter.
  • 90 funds opened new Wheaton Precious Metals positions in Q3 2024 and 32 closed out, a net change of +58 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2024 was Fidelity Investments, an estimated $220M added.
  • The largest Wheaton Precious Metals seller in Q3 2024 was First Eagle Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.