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Wheaton Precious Metals

808 hedge funds and large institutions have $33.9B invested in Wheaton Precious Metals in 2025 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 282 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

18% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 239

8% more funds holding

Funds holding: 748808 (+60)

6% more capital invested

Capital invested by funds: $32B → $33.9B (+$1.94B)

0.67% more ownership

Funds ownership: 62.96%63.63% (+0.67%)

31% less call options, than puts

Call options by funds: $333M | Put options by funds: $485M

Holders
808
Holders Change
+60
Holders Change %
+8.02%
% of All Funds
9.83%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
143
Increased
282
Reduced
239
Closed
69
Calls
$333M
Puts
$485M
Net Calls
-$152M
Net Calls Change
+$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
CoreCap Advisors
Michigan
$632K -$35.1K -328 -6%
SL
477
Sentinus LLC
Illinois
$627K +$572K +5,339 New
WLG
478
Williamson Legacy Group
Indiana
$620K -$935K -8,731 -62%
RWM
479
Ritholtz Wealth Management
New York
$619K +$2.25K +21 +0.4%
CPCM
480
Cardinal Point Capital Management
Ontario, Canada
$614K +$15.3K +143 +3%
HWM
481
HB Wealth Management
Georgia
$610K -$29.6K -276 -5%
ACM
482
Advisors Capital Management
New Jersey
$606K
SCM
483
Shelton Capital Management
Colorado
$600K -$7.71K -72 -1%
EMCIP
484
Ewing Morris & Co Investment Partners
Ontario, Canada
$596K -$278K -2,600 -34%
BCP
485
Berkeley Capital Partners
Georgia
$589K
PWM
486
Perigon Wealth Management
California
$584K -$115K -1,078 -18%
EIM
487
Essex Investment Management
Massachusetts
$577K -$149K -1,396 -22%
PFA
488
Pure Financial Advisors
California
$574K -$65.1K -608 -11%
CIAM
489
Caitong International Asset Management
Hong Kong
$569K +$519K +4,844 New
UAG
490
United Advisor Group
Ohio
$566K -$9.53K -89 -2%
FRM
491
Fox Run Management
Connecticut
$564K +$514K +4,797 New
PP
492
PDS Planning
Ohio
$563K +$35.3K +330 +7%
FIA
493
Foundations Investment Advisors
Arizona
$561K +$105K +983 +26%
TCA
494
Transcend Capital Advisors
New Jersey
$556K +$35.3K +330 +7%
TWM
495
Tradition Wealth Management
Minnesota
$556K
VFA
496
Valeo Financial Advisors
Indiana
$554K +$27.2K +254 +6%
LAM
497
Lewis Asset Management
California
$553K +$153K +1,430 +44%
Brown Advisory
498
Brown Advisory
Maryland
$544K -$36K -336 -7%
AAS
499
Ameritas Advisory Services
Nebraska
$542K +$408K +3,812 +477%
CGA
500
Crescent Grove Advisors
Illinois
$526K +$479K +4,473 New