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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
PCFFS
576
Pacific Center for Financial Services
California
$10.3K
NB
577
NBT Bank
New York
$10.2K +$11.2K +181 New
CPA
578
Compass Planning Associates
Massachusetts
$10.1K +$11.1K +180 New
AF
579
Atala Financial
California
$9.79K +$10.8K +174 New
MWA
580
Medallion Wealth Advisors
Connecticut
$9.05K +$9.97K +161 New
SIS
581
Sound Income Strategies
Florida
$8.44K
LIS
582
Legacy Investment Solutions
Idaho
$7.94K
LWMI
583
Legacy Wealth Management (Idaho)
Idaho
$7.94K
HCM
584
Hollencrest Capital Management
California
$7.65K
BTC
585
Bank & Trust Company
Illinois
$7.59K
UB
586
UMB Bank
Missouri
$7.31K
CMP
587
Coston McIsaac & Partners
Maine
$7K -$5.76K -93 -43%
FMTCOCP
588
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
EBA
589
Eagle Bay Advisors
New York
$6.86K -$3.78K -61 -33%
BIA
590
Bell Investment Advisors
California
$6.64K -$2.23K -36 -23%
Optiver Holding
591
Optiver Holding
Netherlands
$6.58K +$1.55K +25 +27%
VWM
592
Venturi Wealth Management
Texas
$5.63K +$1.67K +27 +37%
AA
593
Ancora Advisors
Ohio
$5.62K
CJ
594
Caitlin John
Michigan
$5.62K
HNB
595
Hilltop National Bank
Wyoming
$5.62K
JWA
596
JFS Wealth Advisors
Pennsylvania
$5.62K
PIS
597
POM Investment Strategies
North Carolina
$5.62K
WA
598
Whipplewood Advisors
Colorado
$5.62K +$6.19K +100 New
KFI
599
Key Financial Inc
Pennsylvania
$5.4K
SC
600
Swan Capital
Florida
$4.95K +$496 +8 +10%