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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
CWS
451
Confluence Wealth Services
Pennsylvania
$265K -$18.6K -300 -6%
NAS
452
NWF Advisory Services
California
$264K +$290K +4,686 New
HWM
453
HB Wealth Management
Georgia
$263K
Truist Financial
454
Truist Financial
North Carolina
$255K +$4.64K +75 +2%
IAIM
455
International Assets Investment Management
Florida
$254K -$17M -273,826 -98%
CIA
456
Concurrent Investment Advisors
Florida
$253K +$20.8K +336 +8%
NHFG
457
New Harbor Financial Group
Massachusetts
$252K +$31.2K +504 +13%
FFO
458
Fiduciary Family Office
Florida
$252K +$277K +4,479 New
VFA
459
Valeo Financial Advisors
Indiana
$249K -$62 -1 -0%
FTWA
460
Fifth Third Wealth Advisors
Ohio
$247K
TWPM
461
Total Wealth Planning & Management
Florida
$244K +$269K +4,335 New
BAM
462
Brave Asset Management
New Jersey
$242K
PP
463
PDS Planning
Ohio
$241K -$8.98K -145 -3%
CLA
464
Carnegie Lake Advisors
New Jersey
$240K
TSWM
465
Tyler-Stone Wealth Management
Ohio
$240K +$496 +8 +0.2%
EPAM
466
Evelyn Partners Asset Management
$236K +$260K +4,200 New
SS
467
SBI Securities
Japan
$236K +$260K +4,199 New
S
468
SimplyRich
California
$236K
AZ
469
Alpha Zero
Florida
$234K +$257K +4,157 New
GVAG
470
Great Valley Advisor Group
Delaware
$234K +$3.65K +59 +1%
LBC
471
Leigh Baldwin & Co
New York
$232K +$255K +4,124 New
JPWM
472
Jamison Private Wealth Management
Georgia
$230K +$47.4K +766 +23%
SIC
473
Salem Investment Counselors
North Carolina
$229K
EWA
474
Exencial Wealth Advisors
Oklahoma
$228K +$681 +11 +0.3%
Pacer Advisors
475
Pacer Advisors
Pennsylvania
$226K +$13.4K +216 +6%