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Wheaton Precious Metals
WPM

Overview Fund Activity

599 hedge funds and large institutions have $16.8B invested in Wheaton Precious Metals in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 201 increasing their positions, 186 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+52
Holders Change %
+9.51%
% 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
201
Reduced
186
Closed
33
Calls
$230M
Puts
$143M
Net Calls
+$86.8M
Net Calls Change
-$43.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$226M
2
CF
Canoe Financial
Alberta, Canada
+$113M
3
Fidelity International
Fidelity International
Bermuda
+$99.8M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
+$72.2M
5
BHC
Bowen Hanes & Co
Florida
+$41.7M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$107M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$79.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$65.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$56.5M
5
Invesco
Invesco
Georgia
-$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
CoreCap Advisors
Michigan
$378K +$378K +6,183 New
CAI
377
Capital Advisors Inc
Oklahoma
$374K +$374K +6,118 New
BBHC
378
Brown Brothers Harriman & Co
New York
$371K – – –
SC
379
Syon Capital
California
$368K -$33.7K -552 -8%
WC
380
Winmill & Co
New York
$366K – – –
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$365K +$179K +2,930 +96%
DWM
382
Dorchester Wealth Management
Quebec, Canada
$365K – – –
CFD
383
Creative Financial Designs
Indiana
$363K +$142K +2,321 +64%
TGAM
384
TBH Global Asset Management
Tennessee
$362K – – –
AWM
385
Apollon Wealth Management
South Carolina
$360K +$116K +1,904 +48%
BCI
386
Brinker Capital Investments
Pennsylvania
$358K -$83.9K -1,373 -19%
OPS
387
Orion Portfolio Solutions
Nebraska
$358K -$83.9K -1,373 -19%
SWM
388
Spire Wealth Management
Virginia
$349K +$51.4K +842 +17%
ACM
389
Advisors Capital Management
New Jersey
$346K – – –
QC
390
Quent Capital
New York
$344K +$199K +3,249 +136%
SFA
391
Sequoia Financial Advisors
Ohio
$344K +$71.5K +1,171 +26%
PFA
392
Pure Financial Advisors
California
$343K +$19.3K +316 +6%
CM
393
CoreCommodity Management
Connecticut
$336K -$1.18M -19,261 -78%
RFC
394
Regions Financial Corp
Alabama
$335K – – –
Brown Advisory
395
Brown Advisory
Maryland
$331K +$35.5K +582 +12%
ISL
396
Ingalls & Snyder LLC
New York
$330K – – –
EWA
397
EP Wealth Advisors
California
$329K – – –
BCM
398
Brookstone Capital Management
Illinois
$328K +$33.5K +549 +11%
BAM
399
Blueshift Asset Management
New Jersey
$321K +$321K +5,256 New
QCG
400
Quadrant Capital Group
Ohio
$315K -$13.3K -217 -4%
14 15
16
17 18