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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
AAS
401
Avantax Advisory Services
Texas
$371K +$8.49K +137 +2%
KWA
402
Kingswood Wealth Advisors
California
$370K +$125K +2,019 +44%
WAM
403
WNY Asset Management
New York
$368K -$14K -226 -3%
Lido Advisors
404
Lido Advisors
California
$363K +$400K +6,458 New
KIA
405
KCM Investment Advisors
California
$359K +$80.5K +1,300 +26%
JWCA
406
J.W. Cole Advisors
Florida
$357K -$65.1K -1,051 -14%
GAM
407
Gotham Asset Management
New York
$356K +$179K +2,884 +84%
HH
408
Hilltop Holdings
Texas
$354K -$8.79K -142 -2%
CCM
409
Chilton Capital Management
Texas
$354K
CA
410
CoreCap Advisors
Michigan
$348K
UCMOK
411
United Capital Management of KS
Kansas
$347K +$382K +6,166 New
BCI
412
Brinker Capital Investments
Pennsylvania
$344K +$16K +258 +4%
OPS
413
Orion Portfolio Solutions
Nebraska
$344K +$16K +258 +4%
CAI
414
Capital Advisors Inc
Oklahoma
$344K
BBHC
415
Brown Brothers Harriman & Co
New York
$341K
TFIPS
416
Towarzystwo Funduszy Inwestycyjnych PZU SA
$341K -$23.2K -374 -6%
PCM
417
Prelude Capital Management
New York
$341K +$375K +6,057 New
SC
418
Syon Capital
California
$337K -$2.04K -33 -0.5%
WOCP
419
White Oak Capital Partners
Singapore
$336K +$371K +5,986 New
DWM
420
Dorchester Wealth Management
Quebec, Canada
$336K
TGAM
421
TBH Global Asset Management
Tennessee
$334K
Sumitomo Mitsui Trust Group
422
Sumitomo Mitsui Trust Group
Japan
$332K -$27.2K -439 -7%
OAM
423
Oxford Asset Management
United Kingdom
$331K +$364K +5,879 New
AF
424
Allworth Financial
California
$328K +$277K +4,469 +412%
CFD
425
Creative Financial Designs
Indiana
$326K -$8.73K -141 -2%