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Wheaton Precious Metals

851 hedge funds and large institutions have $37B invested in Wheaton Precious Metals in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 277 increasing their positions, 299 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 71

9% more capital invested

Capital invested by funds: $33.9B → $37B (+$3.06B)

5% more funds holding

Funds holding: 808851 (+43)

7% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 299

1.57% less ownership

Funds ownership: 63.63%62.06% (-1.6%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

43% less call options, than puts

Call options by funds: $360M | Put options by funds: $633M

Holders
851
Holders Change
+43
Holders Change %
+5.32%
% of All Funds
10.48%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.31%
New
128
Increased
277
Reduced
299
Closed
71
Calls
$360M
Puts
$633M
Net Calls
-$273M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
501
Cardinal Point Capital Management
Ontario, Canada
$670K -$13.9K -100 -2%
CWS
502
Cypress Wealth Services
California
$666K -$174K -1,252 -20%
JPWM
503
Jamison Private Wealth Management
Georgia
$662K -$44.4K -319 -6%
PFA
504
Pure Financial Advisors
California
$658K +$18.8K +135 +3%
WorldQuant Millennium Advisors
505
WorldQuant Millennium Advisors
New York
$658K +$698K +5,018 New
EIM
506
Essex Investment Management
Massachusetts
$643K
A
507
Allianz
Germany
$640K +$681K +4,895 New
WDC
508
Woodward Diversified Capital
California
$640K
EFP
509
Elser Financial Planning
Indiana
$639K +$656K +4,715 New
TIM
510
Thornburg Investment Management
New Mexico
$638K +$677K +4,868 New
SCM
511
Shelton Capital Management
Colorado
$620K -$51.7K -372 -7%
LAM
512
Lewis Asset Management
California
$616K
AC
513
Apella Capital
Connecticut
$612K +$72.5K +521 +15%
TWM
514
Tradition Wealth Management
Minnesota
$611K -$8.62K -62 -1%
EWA
515
EverSource Wealth Advisors
Alabama
$611K +$122K +875 +23%
UAG
516
United Advisor Group
Ohio
$607K -$26.4K -190 -4%
PP
517
PDS Planning
Ohio
$606K -$22.5K -162 -3%
PA
518
Parallel Advisors
California
$595K +$10.4K +75 +2%
EMCIP
519
Ewing Morris & Co Investment Partners
Ontario, Canada
$578K -$82.1K -590 -12%
BCP
520
Berkeley Capital Partners
Georgia
$576K -$85.3K -613 -12%
SWP
521
Summit Wealth Partners
Florida
$576K +$612K +4,398 New
NSUP
522
NLB Skladi upravljanje premozenja
$570K +$278 +2 +0%
NFG
523
Nations Financial Group
Iowa
$567K -$16.1K -116 -3%
BCM
524
Banyan Capital Management
Georgia
$567K
AAM
525
Advisors Asset Management
Colorado
$553K +$164K +1,177 +39%