We are live on ! Find out more
WPM icon

Wheaton Precious Metals

513 hedge funds and large institutions have $11B invested in Wheaton Precious Metals in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 173 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $8.48B → $11B (+$2.54B)

11% more funds holding

Funds holding: 461513 (+52)

11% more call options, than puts

Call options by funds: $286M | Put options by funds: $258M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.81% more ownership

Funds ownership: 58.67%60.48% (+1.8%)

2% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 170

Holders
513
Holders Change
+52
Holders Change %
+11.28%
% of All Funds
8.25%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
89
Increased
173
Reduced
170
Closed
31
Calls
$286M
Puts
$258M
Net Calls
+$27.3M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Align Wealth Management
Oklahoma
$110K +$123K +3,400 New
QC
402
Quent Capital
New York
$93.3K
CAM
403
ClariVest Asset Management
California
$85K
CAS
404
Coppell Advisory Solutions
Texas
$82.3K +$76.1K +2,106 New
CASC
405
Coppell Advisory Solutions Corp
Texas
$82.3K +$76.1K +2,106 New
BAM
406
Belpointe Asset Management
Nevada
$81.4K +$75.3K +2,082 New
NA
407
NewEdge Advisors
Louisiana
$68.5K +$62.3K +1,724 +18%
FFA
408
Farther Finance Advisors
California
$67.1K +$62.1K +1,717 New
Mitsubishi UFJ Trust & Banking
409
Mitsubishi UFJ Trust & Banking
Japan
$66.3K -$16.2K -449 -21%
TC
410
Tacita Capital
Ontario, Canada
$61K
LFG
411
Larson Financial Group
Missouri
$59.2K
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$55K
IIM
413
Intact Investment Management
Quebec, Canada
$54.7K +$50.6K +1,400 New
FPFS
414
First Personal Financial Services
North Carolina
$52.2K +$9.47K +262 +24%
HI
415
Hoey Investments
Pennsylvania
$50.8K +$10.8K +300 +30%
C
416
Covestor
United Kingdom
$46K
RA
417
Rational Advisors
New York
$45.1K +$1.23K +34 +3%
JEST
418
JTC Employer Solutions Trustee
Jersey
$42K
HWM
419
HighMark Wealth Management
Minnesota
$39.4K +$108 +3 +0.3%
Credit Agricole
420
Credit Agricole
France
$39.1K -$21.9K -607 -38%
DI
421
Disciplined Investments
Oklahoma
$39.1K
GCM
422
Gables Capital Management
Florida
$39.1K
HFS
423
Hantz Financial Services
Michigan
$39K -$2.17K -60 -6%
HCP
424
Hexagon Capital Partners
Arkansas
$35.8K -$1.7K -47 -5%
AA
425
Ancora Advisors
Ohio
$35K -$3.62K -100 -10%

WPM Hedge Fund Activity: Q4 2022 in Review

513 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2022, worth a combined $11B — up 30% from $8.48B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new WPM positions and 31 closed out — a net gain of 58 holders — while 173 added to existing stakes and 170 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $106M. The largest seller was Two Sigma Investments, cutting an estimated $66.4M.

  • 513 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2022, up from 461 in Q3 2022.
  • Funds reported $11B of Wheaton Precious Metals stock for Q4 2022, up 30% quarter-over-quarter.
  • 89 funds opened new Wheaton Precious Metals positions in Q4 2022 and 31 closed out, a net change of +58 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2022 was National Bank of Canada, an estimated $106M added.
  • The largest Wheaton Precious Metals seller in Q4 2022 was Two Sigma Investments, an estimated $66.4M sold.

Based on aggregated 13F filings for Q4 2022.