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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
CAL
501
Capital Analysts LLC
Pennsylvania
$115K +$48K +775 +61%
GIM
502
Gold Investment Management
Alberta, Canada
$110K
PWA
503
Physician Wealth Advisors
Utah
$110K +$122K +1,962 New
DF
504
Dunhill Financial
United Kingdom
$98.5K +$43.4K +701 +67%
KBFS
505
Kohmann Bosshard Financial Services
Ohio
$98.4K +$108K +1,750 New
CA
506
Continuum Advisory
Idaho
$94K
TC
507
Tacita Capital
Ontario, Canada
$87.9K
LFG
508
Larson Financial Group
Missouri
$86.1K
CA
509
Clearstead Advisors
Ohio
$83.8K
CH
510
Cromwell Holdings
Wyoming
$83.7K
OP
511
ORG Partners
Indiana
$80.1K -$372 -6 -0.4%
BC
512
Bayforest Capital
United Kingdom
$67.4K +$74.3K +1,199 New
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$65.8K +$10.3K +167 +17%
GSWM
514
Golden State Wealth Management
California
$61.9K +$68.1K +1,100 New
Bank Julius Baer & Co
515
Bank Julius Baer & Co
Switzerland
$60.8K +$42.2K +681 New
MCM
516
Manchester Capital Management
Vermont
$57.9K
HWM
517
HighMark Wealth Management
Minnesota
$57.8K +$124 +2 +0.2%
GCM
518
Gables Capital Management
Florida
$56.2K
SAM
519
Smartleaf Asset Management
Massachusetts
$55.7K -$2.17K -35 -3%
Bessemer Group
520
Bessemer Group
New Jersey
$55K -$150K -2,427 -71%
ETC
521
Exchange Traded Concepts
Oklahoma
$54.2K +$59.7K +964 New
KIM
522
Kestra Investment Management
Texas
$53.2K +$58.7K +947 New
GIBU
523
Gulf International Bank (UK)
United Kingdom
$52K -$24.5K -395 -30%
GRP
524
Global Retirement Partners
California
$52K -$3.72K -60 -6%
SS
525
Sunbelt Securities
Texas
$50.7K +$186 +3 +0.3%