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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
$2.06B
2
UBS AM
UBS AM
Illinois
$92.8M
3
ATN
AMF Tjänstepension
Sweden
$84.4M
4
B
Barings
North Carolina
$65.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$312M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
CF
Canoe Financial
Alberta, Canada
$0
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$350K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$126M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$575M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
376
Truist Financial
North Carolina
$273K -$200K -3,822 -42%
TFIPS
377
Towarzystwo Funduszy Inwestycyjnych PZU SA
$268K -$105 -2 -0%
RhumbLine Advisers
378
RhumbLine Advisers
Massachusetts
$268K -$12.8K -245 -5%
KIA
379
KCM Investment Advisors
California
$266K – – –
MTCM
380
Mint Tower Capital Management
Netherlands
$262K -$524K -10,000 -67%
DWM
381
Diversify Wealth Management
Utah
$260K +$260K +4,633 New
CIA
382
Concurrent Investment Advisors
Florida
$256K -$1.68K -32 -0.7%
SWM
383
Spire Wealth Management
Virginia
$255K +$14.2K +271 +6%
Brown Advisory
384
Brown Advisory
Maryland
$253K -$65.4K -1,248 -21%
UAG
385
United Advisor Group
Ohio
$252K +$252K +4,815 New
SI
386
SCP Investment
California
$252K +$252K +4,800 New
HWM
387
HB Wealth Management
Georgia
$252K – – –
BTI
388
Blue Trust Inc
Georgia
$249K +$49.9K +1,059 +25%
TWM
389
Tradition Wealth Management
Minnesota
$248K +$9.33K +178 +4%
ACMA
390
Arbor Capital Management (Alaska)
Alaska
$245K – – –
IAIM
391
International Assets Investment Management
Florida
$244K -$44.1K -841 -15%
OIA
392
OneDigital Investment Advisors
Kansas
$237K +$3.2K +61 +1%
SFA
393
Sequoia Financial Advisors
Ohio
$234K +$234K +4,462 New
KPWS
394
Kestra Private Wealth Services
Texas
$232K -$4.98K -95 -2%
FTWA
395
Fifth Third Wealth Advisors
Ohio
$231K – – –
BCA
396
Bay Colony Advisors
Massachusetts
$230K +$230K +4,390 New
GT
397
Glenmede Trust
Pennsylvania
$230K +$4.67K +89 +2%
FHB
398
First Hawaiian Bank
Hawaii
$229K +$229K +4,377 New
BAM
399
Brave Asset Management
New Jersey
$226K -$34.9K -665 -13%
GP
400
Greenline Partners
New York
$225K – – –
14 15
16
17 18