WPM icon

Wheaton Precious Metals
WPM

Overview Fund Activity

547 hedge funds and large institutions have $14.6B invested in Wheaton Precious Metals in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 183 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+32
Holders Change %
+6.21%
% of All Funds
7.96%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
84
Increased
183
Reduced
174
Closed
42
Calls
$236M
Puts
$106M
Net Calls
+$130M
Net Calls Change
-$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$463M
2
UBS AM
UBS AM
Illinois
+$92.8M
3
ATN
AMF Tjänstepension
Sweden
+$72.2M
4
B
Barings
North Carolina
+$65.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$57.3M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$273M
2
CF
Canoe Financial
Alberta, Canada
-$85.5M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$64.5M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$61.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
301
Pecaut & Co
Iowa
$579K – – –
MIM
302
Meixler Investment Management
Arizona
$570K -$14.3K -272 -2%
CWS
303
Cypress Wealth Services
California
$560K -$19K -362 -3%
DAS
304
Dynamic Advisor Solutions
Arizona
$549K +$193K +3,680 +54%
PWP
305
Principle Wealth Partners
Connecticut
$542K -$262K -5,000 -33%
IPAM
306
Investment Partners Asset Management
New Jersey
$539K -$1.89K -36 -0.3%
NCM
307
NCM Capital Management
New Jersey
$531K +$5.4K +103 +1%
OA
308
Oxbow Advisors
Texas
$530K +$280K +5,335 +112%
BAM
309
Berkshire Asset Management
Pennsylvania
$526K +$526K +10,040 New
First Trust Advisors
310
First Trust Advisors
Illinois
$516K +$516K +9,838 New
CL
311
Choreo LLC
Illinois
$513K +$513K +9,857 New
HI
312
Harbour Investments
Wisconsin
$492K – – –
PGIM
313
Pacific Global Investment Management
California
$491K +$491K +9,363 New
IAM
314
Ion Asset Management
Israel
$483K +$483K +9,223 New
ECM
315
Evergreen Capital Management
Washington
$482K -$121K -2,307 -20%
ECU
316
Eisler Capital (UK)
United Kingdom
$479K +$479K +9,131 New
AAS
317
Ameritas Advisory Services
Nebraska
$472K +$53.5K +1,021 +13%
OAM
318
Oxford Asset Management
United Kingdom
$471K +$471K +8,994 New
IAS
319
Insigneo Advisory Services
Florida
$469K +$469K +8,366 New
HNB
320
Huntington National Bank
Ohio
$467K +$50.2K +957 +12%
SWM
321
Silverlake Wealth Management
Vermont
$463K +$52.6K +1,003 +13%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$458K +$52 +1 +0%
Corient Private Wealth
323
Corient Private Wealth
Florida
$458K -$21.5K -410 -4%
PCP
324
Proficio Capital Partners
Massachusetts
$456K +$183K +3,500 +67%
TPW
325
Transatlantique Private Wealth
New York
$452K – – –
11 12
13
14 15