We are live on ! Find out more
WPM icon

Wheaton Precious Metals

519 hedge funds and large institutions have $12.1B invested in Wheaton Precious Metals in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

34% more call options, than puts

Call options by funds: $257M | Put options by funds: $191M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

28% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 141

10% more capital invested

Capital invested by funds: $11B → $12.1B (+$1.09B)

4% more funds holding

Funds holding: 497519 (+22)

0.97% less ownership

Funds ownership: 57.7%56.73% (-0.97%)

Holders
519
Holders Change
+22
Holders Change %
+4.43%
% of All Funds
8.19%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
80
Increased
180
Reduced
141
Closed
53
Calls
$257M
Puts
$191M
Net Calls
+$65.9M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
426
Destiny Wealth Partners
Florida
$71K +$65.2K +1,500 New
IWP
427
IAG Wealth Partners
Wisconsin
$66K
SWM
428
Spire Wealth Management
Virginia
$63K +$32.8K +754 +132%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$61K +$3K +69 +6%
HWM
430
HighMark Wealth Management
Minnesota
$58K
JEST
431
JTC Employer Solutions Trustee
Jersey
$52K
HFS
432
Hantz Financial Services
Michigan
$50K +$46.1K +1,060 New
PFPT
433
Pinnacle Financial Partners (Tennessee)
Tennessee
$49K +$25.6K +589 +133%
DI
434
Disciplined Investments
Oklahoma
$48K
GCM
435
Gables Capital Management
Florida
$48K
SC
436
Steph & Co
Wisconsin
$43K
RA
437
Rational Advisors
New York
$43K +$14.8K +340 +59%
NFSG
438
Newbridge Financial Services Group
Florida
$40K
LC
439
Lindbrook Capital
California
$39K -$4.26K -98 -11%
WWP
440
WR Wealth Planners
Missouri
$37.9K +$34.6K +796 New
AssetMark Inc
441
AssetMark Inc
California
$37K
MSFP
442
Mark Sheptoff Financial Planning
Connecticut
$36K
KPCM
443
Kings Point Capital Management
New York
$34K
SWM
444
Selective Wealth Management
Virginia
$33K +$30.4K +700 New
AF
445
Allworth Financial
California
$31K -$2.17K -50 -7%
KTC
446
Kistler-Tiffany Companies
Pennsylvania
$31K
TCM
447
Tradewinds Capital Management
Washington
$29K
BWM
448
BerganKDV Wealth Management
Minnesota
$28K
GWS
449
Glassman Wealth Services
Virginia
$27K +$4.87K +112 +25%
ACM
450
Antonetti Capital Management
Florida
$24K