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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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$946K +$113K +1,894 +14%
RG
277
Rathbones Group
United Kingdom
$945K -$2.68K -45 -0.3%
DWM
278
Dakota Wealth Management
Florida
$945K +$7.55K +127 +0.8%
M&T Bank
279
M&T Bank
New York
$938K +$357 +6 +0%
SIG
280
Sargent Investment Group
Maryland
$929K -$363K -6,100 -29%
UM
281
UniSuper Management
Australia
$925K
USAA
282
United Services Automobile Association
Texas
$916K -$158K -2,654 -15%
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$901K -$13.9K -234 -2%
Voloridge Investment Management
284
Voloridge Investment Management
Florida
$895K -$10.5M -176,064 -92%
FTDI
285
First Trust Direct Indexing
Massachusetts
$888K +$49.8K +838 +6%
SAM
286
Shell Asset Management
Netherlands
$887K +$863K +14,502 New
IAM
287
Ion Asset Management
Israel
$886K +$314K +5,287 +57%
PHS
288
Pekin Hardy Strauss
Illinois
$885K +$53.6K +901 +7%
Walleye Trading
289
Walleye Trading
New York
$872K -$113K -1,893 -12%
CAM
290
Cresset Asset Management
Illinois
$853K +$6.48K +109 +0.8%
First Trust Advisors
291
First Trust Advisors
Illinois
$824K +$217K +3,656 +37%
AWS
292
Atria Wealth Solutions
New York
$813K -$281K -4,727 -26%
QCM
293
Quantinno Capital Management
New York
$803K +$119K +2,004 +18%
CCWA
294
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K +$47.4K +797 +7%
KCM
295
Knoll Capital Management
Florida
$764K -$2.83M -47,500 -79%
PFA
296
Petra Financial Advisors
Colorado
$762K -$51.7K -870 -7%
GA
297
GoalVest Advisory
New York
$760K
FPAS
298
Focus Partners Advisor Solutions
Missouri
$759K -$136K -2,285 -16%
BONST
299
Bank of Nova Scotia Trust
Ontario, Canada
$754K +$18.5K +311 +3%
SPIA
300
Steward Partners Investment Advisory
New York
$747K -$11.2K -189 -2%

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.