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Wheaton Precious Metals
WPM

Overview Fund Activity

547 hedge funds and large institutions have $14.6B invested in Wheaton Precious Metals in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 183 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+32
Holders Change %
+6.21%
% of All Funds
7.96%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
84
Increased
183
Reduced
174
Closed
42
Calls
$236M
Puts
$106M
Net Calls
+$130M
Net Calls Change
-$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.06B
2
UBS AM
UBS AM
Illinois
$92.8M
3
ATN
AMF Tjänstepension
Sweden
$84.4M
4
B
Barings
North Carolina
$65.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$312M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
CF
Canoe Financial
Alberta, Canada
$0
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$350K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$126M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$575M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
451
Covestor
United Kingdom
$53K +$53K +1,015 New
HCP
452
Hexagon Capital Partners
Arkansas
$52.9K +$4.88K +93 +10%
GCM
453
Gables Capital Management
Florida
$52.4K – – –
GRP
454
Global Retirement Partners
California
$51.6K +$34.9K +666 +209%
IA
455
IFP Advisors
Florida
$48.1K -$33K -630 -41%
MFC
456
Mechanics Financial Corp
Ohio
$47.2K – – –
SS
457
Sunbelt Securities
Texas
$47.2K +$47.2K +900 New
Bessemer Group
458
Bessemer Group
New Jersey
$46K – – –
FMP
459
Financial Management Professionals
Texas
$46K – – –
SAM
460
Smartleaf Asset Management
Massachusetts
$42.8K +$424 +8 +1%
LC
461
Lindbrook Capital
California
$41.9K – – –
GJIA
462
Glass Jacobson Investment Advisors
Maryland
$39.8K – – –
NFSG
463
Newbridge Financial Services Group
Florida
$39.7K +$5.71K +109 +17%
VWM
464
Venturi Wealth Management
Texas
$36.6K +$32.8K +625 +856%
MA
465
MCF Advisors
Kentucky
$36.2K – – –
AWM
466
Avior Wealth Management
Nebraska
$31.9K +$2.36K +45 +8%
MG
467
Mather Group
Illinois
$31.6K -$39.8K -845 -56%
RI
468
Ridgewood Investments
New Jersey
$31.5K +$31.5K +600 New
AFWM
469
Abich Financial Wealth Management
Virginia
$31.5K +$31.5K +600 New
NS
470
NBC Securities
Alabama
$31K – – –
DI
471
DAGCO Inc
Ohio
$29.7K +$2.88K +55 +11%
PMFA
472
Plante Moran Financial Advisors
Michigan
$26.3K – – –
MSFP
473
Mark Sheptoff Financial Planning
Connecticut
$26.2K – – –
CFO
474
CVA Family Office
Colorado
$26.2K – – –
BFEC
475
Benjamin F. Edwards & Company
Missouri
$26K – – –
17 18
19
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