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Wheaton Precious Metals

625 hedge funds and large institutions have $16.8B invested in Wheaton Precious Metals in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 210 increasing their positions, 195 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $201M | Put options by funds: $119M

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 603625 (+22)

1.03% more ownership

Funds ownership: 61.78%62.81% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 195

3% less capital invested

Capital invested by funds: $17.3B → $16.8B (-$443M)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
625
Holders Change
+22
Holders Change %
+3.65%
% of All Funds
8.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
99
Increased
210
Reduced
195
Closed
69
Calls
$201M
Puts
$119M
Net Calls
+$81.7M
Net Calls Change
-$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
326
Balyasny Asset Management
Illinois
$683K -$1.87M -30,174 -71%
TRCT
327
Tower Research Capital (TRC)
New York
$682K +$586K +9,460 +356%
SPIA
328
Steward Partners Investment Advisory
New York
$675K -$13.8K -222 -2%
SG
329
StoneX Group
New York
$675K +$500K +8,072 +205%
SG Americas Securities
330
SG Americas Securities
New York
$672K -$291K -4,696 -28%
CCWA
331
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$669K -$49.4K -797 -6%
S
332
SignatureFD
Georgia
$668K +$11K +178 +2%
SI
333
Stephens Inc
Arkansas
$666K +$28.1K +454 +4%
FB
334
Finward Bancorp
Indiana
$641K +$706K +11,400 New
FAM
335
Formidable Asset Management
Ohio
$635K -$17.5K -282 -2%
PWP
336
Perfromance Wealth Partners
Illinois
$627K +$467K +7,547 +210%
PC
337
Pecaut & Co
Iowa
$621K
FHA
338
Flagship Harbor Advisors
Massachusetts
$609K -$52.2K -843 -7%
CL
339
Choreo LLC
Illinois
$607K +$30.6K +494 +5%
IPAM
340
Investment Partners Asset Management
New Jersey
$604K -$4.03K -65 -0.6%
RF
341
Rossby Financial
Florida
$603K +$664K +10,719 New
BAM
342
Berkshire Asset Management
Pennsylvania
$602K -$619 -10 -0.1%
EWA
343
EP Wealth Advisors
California
$601K +$328K +5,299 +98%
SC
344
Savant Capital
Illinois
$593K +$101K +1,628 +18%
Focus Partners Wealth
345
Focus Partners Wealth
Massachusetts
$582K +$176K +2,845 +38%
PWP
346
Principle Wealth Partners
Connecticut
$582K
PWM
347
Perigon Wealth Management
California
$571K +$125K +2,025 +26%
NCM
348
NCM Capital Management
New Jersey
$570K +$62 +1 +0%
CWS
349
Cypress Wealth Services
California
$564K -$20.6K -333 -3%
AWM
350
AE Wealth Management
Kansas
$552K -$1.01M -16,336 -62%