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Walt Disney
DIS

Overview Fund Activity

3,029 hedge funds and large institutions have $125B invested in Walt Disney in 2025 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,228 increasing their positions, 1,363 reducing their positions, and 268 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,029
Holders Change
-171
Holders Change %
-5.34%
% of All Funds
41.14%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.92%
New
157
Increased
1,228
Reduced
1,363
Closed
268
Calls
$2.59B
Puts
$3.25B
Net Calls
-$663M
Net Calls Change
+$309M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$510M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$254M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
5
Marshall Wace
Marshall Wace
United Kingdom
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$659M
2
Citadel Advisors
Citadel Advisors
Florida
-$250M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$171M
4
Capital World Investors
Capital World Investors
California
-$156M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
2476
Client 1st Advisory Group
Florida
$277K – – –
FFL
2477
Financial Freedom LLC
Ohio
$277K -$1.58K -16 -0.6%
HIA
2478
Harbor Investment Advisory
Maryland
$277K -$43.1K -437 -13%
CA
2479
Crane Advisory
California
$276K – – –
SFG
2480
SNS Financial Group
Minnesota
$276K +$2.17K +22 +0.8%
HI
2481
Hudock Inc
Pennsylvania
$276K +$790 +8 +0.3%
CRWM
2482
Castle Rock Wealth Management
California
$276K -$55.7K -571 -17%
CAM
2483
Costello Asset Management
Pennsylvania
$275K -$429K -4,347 -61%
ISWM
2484
Independent Solutions Wealth Management
New York
$275K -$2.67K -27 -1%
AIM
2485
Advyzon Investment Management
Illinois
$275K +$42.1K +426 +18%
PWM
2486
Palacios Wealth Management
Florida
$274K -$19.2K -195 -7%
CF
2487
Claris Financial
Virginia
$274K – – –
DCM
2488
Dudley Capital Management
Virginia
$273K -$37K -375 -12%
IA
2489
Insight Advisors
Pennsylvania
$273K -$1.68K -17 -0.6%
GIP
2490
Greatmark Investment Partners
Georgia
$273K – – –
GL
2491
Gerber LLC
Ohio
$272K +$691 +7 +0.3%
RWM
2492
Rialto Wealth Management
New York
$272K +$11.6K +118 +4%
PIM
2493
Progressive Investment Management
Oregon
$272K – – –
TCM
2494
Tradewinds Capital Management
Washington
$272K -$23.4K -237 -8%
MPWS
2495
McCarter Private Wealth Services
Massachusetts
$272K -$691 -7 -0.3%
CHA
2496
Cooper/Haims Advisors
New York
$272K -$1.48K -15 -0.5%
NECFA
2497
New England Capital Financial Advisors
Connecticut
$271K -$5.43K -55 -2%
WFS
2498
WealthGarden F.S.
California
$271K +$5.53K +56 +2%
HNW
2499
High Note Wealth
Minnesota
$270K +$987 +10 +0.4%
QFA
2500
Quantum Financial Advisors
California
$270K +$3.26K +33 +1%
98 99
100
101 102