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Wheaton Precious Metals

603 hedge funds and large institutions have $17.3B invested in Wheaton Precious Metals in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 32

61% more call options, than puts

Call options by funds: $230M | Put options by funds: $143M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

18% more capital invested

Capital invested by funds: $14.6B → $17.3B (+$2.66B)

10% more funds holding

Funds holding: 550603 (+53)

9% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 187

0.47% more ownership

Funds ownership: 61.31%61.78% (+0.47%)

Holders
603
Holders Change
+53
Holders Change %
+9.64%
% 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
204
Reduced
187
Closed
32
Calls
$230M
Puts
$143M
Net Calls
+$86.8M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
SouthState Corp
Florida
$11.9K
EBA
552
Eagle Bay Advisors
New York
$11.2K +$5.05K +85 +87%
PCFFS
553
Pacific Center for Financial Services
California
$11.2K +$10.9K +183 New
PS
554
Principal Securities
Iowa
$10.1K -$3.81K -64 -28%
BIA
555
Bell Investment Advisors
California
$9.41K
SIS
556
Sound Income Strategies
Florida
$9.16K +$2.97K +50 +50%
HCM
557
Hollencrest Capital Management
California
$8.31K
BTC
558
Bank & Trust Company
Illinois
$8.25K
RWM
559
Reston Wealth Management
Virginia
$8.25K +$8.03K +135 New
FMTCOCP
560
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
UB
561
UMB Bank
Missouri
$7.94K
GSEP
562
Golden State Equity Partners
California
$7.33K +$7.14K +120 New
GM
563
GeoWealth Management
Illinois
$7.27K +$7.08K +119 New
PS
564
Planned Solutions
California
$7.21K +$7.02K +118 New
HT
565
Headlands Technologies
Illinois
$7.15K +$6.96K +117 New
LIS
566
Legacy Investment Solutions
Idaho
$7.08K +$7.14K +120 New
LWMI
567
Legacy Wealth Management (Idaho)
Idaho
$7.08K +$7.14K +120 New
SWM
568
Sugarloaf Wealth Management
Georgia
$6.74K +$6.54K +110 New
CAS
569
Coppell Advisory Solutions
Texas
$6.66K
AA
570
Ancora Advisors
Ohio
$6.11K
HNB
571
Hilltop National Bank
Wyoming
$6.11K
JWA
572
JFS Wealth Advisors
Pennsylvania
$6.11K
PIS
573
POM Investment Strategies
North Carolina
$6.11K +$5.95K +100 New
CJ
574
Caitlin John
Michigan
$5.9K -$16.4K -275 -73%
KFI
575
Key Financial Inc
Pennsylvania
$5.86K

WPM Hedge Fund Activity: Q3 2024 in Review

603 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2024, worth a combined $17.3B — up 18% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPM positions and 32 closed out — a net gain of 58 holders — while 204 added to existing stakes and 187 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was First Eagle Investment Management, cutting an estimated $105M.

  • 603 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2024, up from 550 in Q2 2024.
  • Funds reported $17.3B of Wheaton Precious Metals stock for Q3 2024, up 18% quarter-over-quarter.
  • 90 funds opened new Wheaton Precious Metals positions in Q3 2024 and 32 closed out, a net change of +58 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2024 was Fidelity Investments, an estimated $220M added.
  • The largest Wheaton Precious Metals seller in Q3 2024 was First Eagle Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.