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Wheaton Precious Metals
WPM

Overview Fund Activity

599 hedge funds and large institutions have $16.8B invested in Wheaton Precious Metals in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 201 increasing their positions, 186 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+52
Holders Change %
+9.51%
% of All Funds
8.66%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
90
Increased
201
Reduced
186
Closed
33
Calls
$230M
Puts
$143M
Net Calls
+$86.8M
Net Calls Change
-$43.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$896M
2
CF
Canoe Financial
Alberta, Canada
$113M
3
Fidelity International
Fidelity International
Bermuda
$631M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$76.1M
5
BHC
Bowen Hanes & Co
Florida
$45.2M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$1.18B
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$147M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$333M
4
ClearBridge Investments
ClearBridge Investments
New York
$25.6M
5
Invesco
Invesco
Georgia
$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
551
Bell Investment Advisors
California
$9.41K – – –
SIS
552
Sound Income Strategies
Florida
$9.16K +$3.05K +50 +50%
HCM
553
Hollencrest Capital Management
California
$8.31K – – –
BTC
554
Bank & Trust Company
Illinois
$8.25K – – –
RWM
555
Reston Wealth Management
Virginia
$8.25K +$8.25K +135 New
FMTCOCP
556
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –
UB
557
UMB Bank
Missouri
$7.94K – – –
GSEP
558
Golden State Equity Partners
California
$7.33K +$7.33K +120 New
GM
559
GeoWealth Management
Illinois
$7.27K +$7.27K +119 New
PS
560
Planned Solutions
California
$7.21K +$7.21K +118 New
HT
561
Headlands Technologies
Illinois
$7.15K +$7.15K +117 New
LWMI
562
Legacy Wealth Management (Idaho)
Idaho
$7.09K +$7.09K +120 New
LIS
563
Legacy Investment Solutions
Idaho
$7.09K +$7.09K +120 New
SWM
564
Sugarloaf Wealth Management
Georgia
$6.74K +$6.74K +110 New
CAS
565
Coppell Advisory Solutions
Texas
$6.66K – – –
HNB
566
Hilltop National Bank
Wyoming
$6.11K – – –
AA
567
Ancora Advisors
Ohio
$6.11K – – –
JWA
568
JFS Wealth Advisors
Pennsylvania
$6.11K – – –
PIS
569
POM Investment Strategies
North Carolina
$6.11K +$6.11K +100 New
CJ
570
Caitlin John
Michigan
$5.9K -$16.2K -275 -73%
KFI
571
Key Financial Inc
Pennsylvania
$5.86K – – –
Optiver Holding
572
Optiver Holding
Netherlands
$5.62K +$5.62K +92 New
PCMC
573
Planning Capital Management Corporation
Pennsylvania
$5.31K +$5.31K +87 New
SC
574
Swan Capital
Florida
$4.89K +$4.89K +80 New
ZB
575
Zions Bancorporation
Utah
$4.83K -$2.2K -36 -31%
21 22
23
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