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Wheaton Precious Metals

603 hedge funds and large institutions have $17.3B invested in Wheaton Precious Metals in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 32

61% more call options, than puts

Call options by funds: $230M | Put options by funds: $143M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

18% more capital invested

Capital invested by funds: $14.6B → $17.3B (+$2.66B)

10% more funds holding

Funds holding: 550603 (+53)

9% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 187

0.47% more ownership

Funds ownership: 61.31%61.78% (+0.47%)

Holders
603
Holders Change
+53
Holders Change %
+9.64%
% 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
204
Reduced
187
Closed
32
Calls
$230M
Puts
$143M
Net Calls
+$86.8M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
376
Sumitomo Mitsui Trust Group
Japan
$387K -$20.3K -341 -5%
CCM
377
Chilton Capital Management
Texas
$385K
TA
378
TruWealth Advisors
Louisiana
$385K
CA
379
CoreCap Advisors
Michigan
$378K +$368K +6,183 New
CAI
380
Capital Advisors Inc
Oklahoma
$374K +$364K +6,118 New
BBHC
381
Brown Brothers Harriman & Co
New York
$371K
SC
382
Syon Capital
California
$368K -$32.8K -552 -8%
WC
383
Winmill & Co
New York
$366K
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$365K +$174K +2,930 +96%
DWM
385
Dorchester Wealth Management
Quebec, Canada
$365K
CFD
386
Creative Financial Designs
Indiana
$363K +$138K +2,321 +64%
TGAM
387
TBH Global Asset Management
Tennessee
$362K
AWM
388
Apollon Wealth Management
South Carolina
$360K +$113K +1,904 +48%
BCI
389
Brinker Capital Investments
Pennsylvania
$358K -$81.7K -1,373 -19%
OPS
390
Orion Portfolio Solutions
Nebraska
$358K -$81.7K -1,373 -19%
SWM
391
Spire Wealth Management
Virginia
$349K +$50.1K +842 +17%
ACM
392
Advisors Capital Management
New Jersey
$346K
QC
393
Quent Capital
New York
$344K +$193K +3,249 +136%
SFA
394
Sequoia Financial Advisors
Ohio
$344K +$69.6K +1,171 +26%
PFA
395
Pure Financial Advisors
California
$343K +$18.8K +316 +6%
CM
396
CoreCommodity Management
Connecticut
$336K -$1.15M -19,261 -78%
RFC
397
Regions Financial Corp
Alabama
$335K
Brown Advisory
398
Brown Advisory
Maryland
$331K +$34.6K +582 +12%
ISL
399
Ingalls & Snyder LLC
New York
$330K
EWA
400
EP Wealth Advisors
California
$329K

WPM Hedge Fund Activity: Q3 2024 in Review

603 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2024, worth a combined $17.3B — up 18% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPM positions and 32 closed out — a net gain of 58 holders — while 204 added to existing stakes and 187 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was First Eagle Investment Management, cutting an estimated $105M.

  • 603 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2024, up from 550 in Q2 2024.
  • Funds reported $17.3B of Wheaton Precious Metals stock for Q3 2024, up 18% quarter-over-quarter.
  • 90 funds opened new Wheaton Precious Metals positions in Q3 2024 and 32 closed out, a net change of +58 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2024 was Fidelity Investments, an estimated $220M added.
  • The largest Wheaton Precious Metals seller in Q3 2024 was First Eagle Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.