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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
AA
526
Ancora Advisors
Ohio
$5.24K -$21.4K -400 -80%
HNB
527
Hilltop National Bank
Wyoming
$5.24K – – –
JWA
528
JFS Wealth Advisors
Pennsylvania
$5.24K – – –
SIS
529
Sound Income Strategies
Florida
$5.24K – – –
CTC
530
Central Trust Company
Missouri
$5.24K +$2.67K +50 +100%
CM
531
Caption Management
Oklahoma
$5.24K +$5.35K +100 New
EBA
532
Eagle Bay Advisors
New York
$5.14K +$1.6K +30 +44%
KFI
533
Key Financial Inc
Pennsylvania
$5.03K +$5.13K +96 New
CSC
534
Caldwell Sutter Capital
California
$3.93K – – –
PO
535
Private Ocean
California
$3.83K +$3.9K +73 New
PTC
536
Private Trust Company
Ohio
$3.62K +$909 +17 +33%
OWA
537
Opal Wealth Advisors
New York
$3.15K – – –
TRCT
538
Tower Research Capital (TRC)
New York
$2.78K -$550K -10,280 -99%
AI
539
Arvest Investments
Arkansas
$2.62K – – –
GIA
540
GHP Investment Advisors
Colorado
$2.15K +$2.19K +41 New
TFA
541
Toth Financial Advisory
Virginia
$2.1K – – –
PCM
542
Penserra Capital Management
California
$2K – – –
TH
543
TCTC Holdings
Texas
$1.78K – – –
CPG
544
Cornerstone Planning Group
New Jersey
$1.74K +$695 +13 +72%
CFGS
545
Concourse Financial Group Securities
Alabama
$1.57K – – –
BCMLT
546
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.46K – – –
ME
547
McIlrath & Eck
Washington
$1.31K – – –
CFFP
548
Center for Financial Planning
Michigan
$1.15K – – –
APC
549
Aspire Private Capital
North Carolina
$1.05K +$1.07K +20 New
TWD
550
True Wealth Design
Ohio
$577 +$160 +3 +38%
20 21
22
23 24

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.