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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
VA
176
Vident Advisory
Georgia
$2.56M +$767K +14,337 +42%
SIMG
177
Sonora Investment Management Group
Arizona
$2.52M – – –
MGP
178
Metis Global Partners
California
$2.51M +$91.7K +1,715 +4%
Credit Agricole
179
Credit Agricole
France
$2.5M +$507K +9,486 +25%
CAAS
180
Capital Asset Advisory Services
Michigan
$2.49M -$99.4K -1,859 -4%
MC
181
Moors & Cabot
Massachusetts
$2.47M -$117K -2,180 -4%
CGH
182
Crossmark Global Holdings
Texas
$2.44M -$93.8K -1,755 -4%
AWM
183
Axxcess Wealth Management
California
$2.33M -$105K -1,970 -4%
WFI
184
West Family Investments
California
$2.29M – – –
RVM
185
Robinson Value Management
Texas
$2.28M -$21K -393 -0.9%
KAS
186
Kestra Advisory Services
Texas
$2.24M +$342K +6,396 +16%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$2.22M +$1.72M +32,229 +318%
SEI Investments
188
SEI Investments
Pennsylvania
$2.22M -$1.13M -21,047 -33%
Creative Planning
189
Creative Planning
Kansas
$2.18M +$165K +3,084 +8%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$2.18M +$56.7K +1,060 +3%
AllianceBernstein
191
AllianceBernstein
Tennessee
$2.16M +$35.3K +660 +2%
DC
192
Davenport & Co
Virginia
$2.1M +$257K +4,800 +14%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$77.2K +1,444 +4%
TF
194
Trek Financial
Arizona
$2.06M +$2.1M +39,270 New
IPW
195
Inlet Private Wealth
Florida
$2.05M – – –
PL
196
Plancorp LLC
Missouri
$2.01M – – –
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$1.97M +$21.9K +409 +1%
BMCM
198
Bryn Mawr Capital Management
Pennsylvania
$1.92M – – –
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$1.91M +$143K +2,674 +8%
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
$1.9M – – –
6 7
8
9 10

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.