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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
PFA
501
Pathway Financial Advisers
Indiana
$13.2K +$53 +1 +0.4%
TF
502
Tompkins Financial
New York
$12.9K – – –
CA
503
Continuum Advisory
Idaho
$12.8K +$8.13K +152 +165%
RWMG
504
Redwood Wealth Management Group
New Jersey
$12.1K +$12.4K +231 New
PS
505
Principal Securities
Iowa
$12.1K -$160 -3 -1%
WTC
506
WhitTier Trust Company
Nevada
$12K – – –
PFBT
507
Parkside Financial Bank & Trust
Missouri
$11.8K – – –
CMP
508
Coston McIsaac & Partners
Maine
$11K -$1.71K -32 -13%
BWL
509
Bogart Wealth LLC
Virginia
$10.5K +$10.7K +201 New
CPA
510
Clear Point Advisors
New York
$10.5K – – –
EWM
511
Evermay Wealth Management
Virginia
$10.5K – – –
CHC
512
City Holding Co
West Virginia
$10.4K – – –
IFAM
513
Institutional & Family Asset Management
Colorado
$10.3K +$1.98K +37 +23%
SC
514
SouthState Corp
Florida
$10.2K +$10.4K +195 New
AA
515
AlphaMark Advisors
Kentucky
$10K – – –
CFB
516
Cullen/Frost Bankers
Texas
$8.86K – – –
BIA
517
Bell Investment Advisors
California
$8.07K +$1.44K +27 +21%
ATPW
518
Ashton Thomas Private Wealth
Arizona
$8.02K +$8.18K +153 New
BF
519
BOK Financial
Oklahoma
$7.5K +$7.65K +143 New
HCM
520
Hollencrest Capital Management
California
$7.13K – – –
BTC
521
Bank & Trust Company
Illinois
$7.08K +$7.22K +135 New
FMTCOCP
522
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
UB
523
UMB Bank
Missouri
$6.82K – – –
ZB
524
Zions Bancorporation
Utah
$6.03K +$1.93K +36 +46%
CAS
525
Coppell Advisory Solutions
Texas
$5.59K +$5.72K +107 New
19 20
21
22 23

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.