WPM icon

Wheaton Precious Metals
WPM

Overview Fund Activity

534 hedge funds and large institutions have $13.9B invested in Wheaton Precious Metals in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+50
Holders Change %
+10.33%
% of All Funds
7.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
88
Increased
168
Reduced
175
Closed
34
Calls
$263M
Puts
$142M
Net Calls
+$121M
Net Calls Change
+$94.9M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$1.01B
2
Morgan Stanley
Morgan Stanley
New York
$197M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$201M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$47.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.51B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$714M
3
VNIM
Vaughan Nelson Investment Management
Texas
$176M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$158M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
501
Institutional & Family Asset Management
Colorado
$7.85K +$99 +2 +1%
SA
502
Scarborough Advisors
Maryland
$7.45K +$7.45K +151 New
UB
503
UMB Bank
Missouri
$7.4K – – –
PMFA
504
Plante Moran Financial Advisors
Michigan
$7.4K – – –
AA
505
Addison Advisors
Vermont
$7.35K +$7.35K +149 New
BIA
506
Bell Investment Advisors
California
$7.06K +$691 +14 +11%
ITIM
507
Indiana Trust & Investment Management
Indiana
$7.01K +$7.01K +142 New
HCM
508
Hollencrest Capital Management
California
$6.71K – – –
FMTCOCP
509
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K +$6K +130 New
PS
510
Planned Solutions
California
$5.82K +$5.82K +118 New
LFA
511
Livelsberger Financial Advisory
Ohio
$5.37K +$5.37K +109 New
CAS
512
Coppell Advisory Solutions
Texas
$5.26K -$98.3K -1,999 -95%
JWA
513
JFS Wealth Advisors
Pennsylvania
$5.18K – – –
EWM
514
Evermay Wealth Management
Virginia
$4.93K – – –
SIS
515
Sound Income Strategies
Florida
$4.93K – – –
ZB
516
Zions Bancorporation
Utah
$3.9K – – –
NC
517
NewSquare Capital
Pennsylvania
$3.85K – – –
CSC
518
Caldwell Sutter Capital
California
$3.7K -$1.23K -25 -25%
VWM
519
Venturi Wealth Management
Texas
$3.6K – – –
AT
520
Arlington Trust
Alabama
$3.45K +$3.45K +70 New
AI
521
Arvest Investments
Arkansas
$2.47K +$2.47K +50 New
TRCT
522
Tower Research Capital (TRC)
New York
$1.97K -$86.3K -1,748 -98%
TFA
523
Toth Financial Advisory
Virginia
$1.97K – – –
SC
524
SouthState Corp
Florida
$1.97K – – –
TH
525
TCTC Holdings
Texas
$1.68K – – –
19 20
21
22 23