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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
HF
176
HRT Financial
New York
$3.27M +$3.18M +53,530 New
SIMG
177
Sonora Investment Management Group
Arizona
$3.11M -$152K -2,556 -5%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$3.1M +$658K +11,064 +28%
URS
179
Utah Retirement Systems
Utah
$3.09M
CAM
180
Creekmur Asset Management
Illinois
$2.96M -$36.6K -616 -1%
Credit Agricole
181
Credit Agricole
France
$2.93M +$22.1K +371 +0.8%
Squarepoint
182
Squarepoint
New York
$2.87M +$2.05M +34,485 +275%
MC
183
Moors & Cabot
Massachusetts
$2.87M -$11.6K -195 -0.4%
DDC
184
DF Dent & Co
Maryland
$2.76M +$833K +14,000 +45%
AWM
185
Axxcess Wealth Management
California
$2.72M +$5.59K +94 +0.2%
Creative Planning
186
Creative Planning
Kansas
$2.69M +$138K +2,318 +6%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$2.67M +$81K +1,362 +3%
RVM
188
Robinson Value Management
Texas
$2.67M +$14.5K +244 +0.6%
CAAS
189
Capital Asset Advisory Services
Michigan
$2.66M +$5.47K +92 +0.2%
BBVA
190
Banco Bilbao Vizcaya Argentaria
Spain
$2.6M -$1.81M -30,399 -42%
Balyasny Asset Management
191
Balyasny Asset Management
Illinois
$2.58M +$2.52M +42,318 New
ET
192
Equitable Trust
Tennessee
$2.53M +$2.46M +41,419 New
KAS
193
Kestra Advisory Services
Texas
$2.52M -$281K -4,719 -10%
AllianceBernstein
194
AllianceBernstein
Tennessee
$2.49M -$25.8K -433 -1%
TPM
195
Triasima Portfolio Management
Quebec, Canada
$2.47M -$23M -386,500 -91%
LOAMS
196
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.46M +$211K +3,543 +13%
DC
197
Davenport & Co
Virginia
$2.43M -$23.8K -400 -1%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$2.4M +$97.8K +1,644 +4%
IPW
199
Inlet Private Wealth
Florida
$2.37M -$11.9K -200 -0.5%
PL
200
Plancorp LLC
Missouri
$2.34M

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.