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Wheaton Precious Metals

550 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, 184 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $236M | Put options by funds: $106M

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

12% more capital invested

Capital invested by funds: $13.1B → $14.6B (+$1.54B)

6% more funds holding

Funds holding: 517550 (+33)

5% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 176

0.54% more ownership

Funds ownership: 60.77%61.31% (+0.54%)

Holders
550
Holders Change
+33
Holders Change %
+6.38%
% of All Funds
7.94%
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
184
Reduced
176
Closed
42
Calls
$236M
Puts
$106M
Net Calls
+$130M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
301
WR Wealth Planners
Missouri
$581K -$38.5K -720 -6%
PC
302
Pecaut & Co
Iowa
$579K
MIM
303
Meixler Investment Management
Arizona
$570K -$14.5K -272 -2%
CWS
304
Cypress Wealth Services
California
$560K -$19.4K -362 -3%
DAS
305
Dynamic Advisor Solutions
Arizona
$549K +$197K +3,680 +54%
PWP
306
Principle Wealth Partners
Connecticut
$542K -$267K -5,000 -33%
IPAM
307
Investment Partners Asset Management
New Jersey
$539K -$1.93K -36 -0.3%
NCM
308
NCM Capital Management
New Jersey
$531K +$5.51K +103 +1%
OA
309
Oxbow Advisors
Texas
$530K +$285K +5,335 +112%
BAM
310
Berkshire Asset Management
Pennsylvania
$526K +$537K +10,040 New
First Trust Advisors
311
First Trust Advisors
Illinois
$516K +$526K +9,838 New
CL
312
Choreo LLC
Illinois
$513K +$527K +9,857 New
HI
313
Harbour Investments
Wisconsin
$492K
PGIM
314
Pacific Global Investment Management
California
$491K +$501K +9,363 New
IAM
315
Ion Asset Management
Israel
$483K +$493K +9,223 New
ECM
316
Evergreen Capital Management
Washington
$482K -$123K -2,307 -20%
ECU
317
Eisler Capital (UK)
United Kingdom
$479K +$488K +9,131 New
AAS
318
Ameritas Advisory Services
Nebraska
$472K +$54.6K +1,021 +13%
OAM
319
Oxford Asset Management
United Kingdom
$471K +$481K +8,994 New
IAS
320
Insigneo Advisory Services
Florida
$469K +$447K +8,366 New
HNB
321
Huntington National Bank
Ohio
$467K +$51.2K +957 +12%
SWM
322
Silverlake Wealth Management
Vermont
$463K +$53.6K +1,003 +13%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$458K +$53 +1 +0%
Corient Private Wealth
324
Corient Private Wealth
Florida
$458K -$21.9K -410 -4%
PCP
325
Proficio Capital Partners
Massachusetts
$456K +$187K +3,500 +67%

WPM Hedge Fund Activity: Q2 2024 in Review

550 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q2 2024, worth a combined $14.6B — up 12% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new WPM positions and 42 closed out — a net gain of 42 holders — while 184 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $472M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $273M sold.

  • 550 institutional investors held Wheaton Precious Metals (WPM) as of Q2 2024, up from 517 in Q1 2024.
  • Funds reported $14.6B of Wheaton Precious Metals stock for Q2 2024, up 12% quarter-over-quarter.
  • 84 funds opened new Wheaton Precious Metals positions in Q2 2024 and 42 closed out, a net change of +42 holders.
  • The largest Wheaton Precious Metals buyer in Q2 2024 was Capital World Investors, an estimated $472M added.
  • The largest Wheaton Precious Metals seller in Q2 2024 was Mirae Asset Global Investments, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2024.