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Wheaton Precious Metals
WPM

550 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, 184 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $236M | Put options by funds: $106M

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

12% more capital invested

Capital invested by funds: $13.1B → $14.6B (+$1.54B)

6% more funds holding

Funds holding: 517 → 550 (+33)

5% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 176

0.54% more ownership

Funds ownership: 60.77% → 61.31% (+0.54%)

Holders
550
Holders Change
+33
Holders Change %
+6.38%
% of All Funds
7.94%
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
184
Reduced
176
Closed
42
Calls
$236M
Puts
$106M
Net Calls
+$130M
Net Calls Change
-$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$472M
2
UBS AM
UBS AM
Illinois
+$94.6M
3
AT
AMF Tjänstepension
Sweden
+$73.6M
4
B
Barings
North Carolina
+$66.7M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$58.4M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$273M
2
CF
Canoe Financial
Alberta, Canada
-$85.5M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$65.8M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$62.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
476
CVA Family Office
Colorado
$26.2K – – –
MSFP
477
Mark Sheptoff Financial Planning
Connecticut
$26.2K – – –
BFEC
478
Benjamin F. Edwards & Company
Missouri
$26K – – –
SC
479
Stephens Consulting
Michigan
$25.2K – – –
RCM
480
Raleigh Capital Management
North Carolina
$25K +$107 +2 +0.4%
UIA
481
Ulland Investment Advisors
Minnesota
$25K – – –
GWP
482
Gen-Wealth Partners
Michigan
$23.6K – – –
SFFS
483
Stonehage Fleming Financial Services
Jersey
$23.6K +$24.1K +450 New
WT
484
Whittier Trust
California
$22.5K +$11K +205 +91%
CSB
485
City State Bank
Iowa
$21K – – –
FPFS
486
First Personal Financial Services
North Carolina
$20.2K – – –
WIA
487
Wetzel Investment Advisors
Indiana
$20K – – –
FCA
488
FinTrust Capital Advisors
South Carolina
$19.9K – – –
PP
489
Pacifica Partners
Canada
$19.7K – – –
CJ
490
Caitlin John
Michigan
$19.7K +$9.36K +175 +88%
DF
491
Dunhill Financial
United Kingdom
$18.3K +$18.7K +349 New
IWP
492
IAG Wealth Partners
Wisconsin
$18.1K – – –
AAG
493
Armstrong Advisory Group
Massachusetts
$15.7K -$8.02K -150 -33%
B
494
Birchbrook
Maine
$15.7K – – –
CTA
495
Colonial Trust Advisors
South Carolina
$15.7K – – –
DSC
496
Duncker Streett & Co
Missouri
$15.7K – – –
EWA
497
EverSource Wealth Advisors
Alabama
$15.6K +$802 +15 +6%
1832 Asset Management
498
1832 Asset Management
Ontario, Canada
$15.6K -$121K -2,259 -88%
Jones Financial Companies
499
Jones Financial Companies
Missouri
$14.8K +$15.1K +282 New
Fifth Third Bancorp
500
Fifth Third Bancorp
Ohio
$13.7K -$146K -2,724 -91%
18 19
20
21 22

WPM Hedge Fund Activity: Q2 2024 in Review

550 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q2 2024, worth a combined $14.6B — up 12% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new WPM positions and 42 closed out — a net gain of 42 holders — while 184 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $472M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $273M sold.

  • 550 institutional investors held Wheaton Precious Metals (WPM) as of Q2 2024, up from 517 in Q1 2024.
  • Funds reported $14.6B of Wheaton Precious Metals stock for Q2 2024, up 12% quarter-over-quarter.
  • 84 funds opened new Wheaton Precious Metals positions in Q2 2024 and 42 closed out, a net change of +42 holders.
  • The largest Wheaton Precious Metals buyer in Q2 2024 was Capital World Investors, an estimated $472M added.
  • The largest Wheaton Precious Metals seller in Q2 2024 was Mirae Asset Global Investments, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2024.