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Walt Disney

3,024 hedge funds and large institutions have $125B invested in Walt Disney in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,091 increasing their positions, 1,421 reducing their positions, and 273 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 68.08%67.87% (-0.21%)

5% less funds holding

Funds holding: 3,1683,024 (-144)

18% less capital invested

Capital invested by funds: $154B → $125B (-$28.4B)

23% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $4.07B

23% less repeat investments, than reductions

Existing positions increased: 1,091 | Existing positions reduced: 1,421

39% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 273

49% less funds holding in top 10

Funds holding in top 10: 10252 (-50)

Holders
3,024
Holders Change
-144
Holders Change %
-4.55%
% of All Funds
43.67%
Holding in Top 10
52
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-49.02%
% of All Funds
0.75%
New
167
Increased
1,091
Reduced
1,421
Closed
273
Calls
$3.14B
Puts
$4.07B
Net Calls
-$935M
Net Calls Change
-$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
2501
Elevation Wealth Partners
California
$278K +$3.66K +34 +1%
CGH
2502
CMG Global Holdings
Texas
$278K
PA
2503
PSI Advisors
Florida
$278K -$39K -362 -11%
GAMC
2504
Garner Asset Management Corp
Texas
$278K -$10.8K -100 -3%
KIG
2505
Kennedy Investment Group
New Jersey
$278K -$5.17K -48 -2%
DC
2506
Dorval Corp
Minnesota
$278K
FPCP
2507
Fort Point Capital Partners
California
$277K -$3.66K -34 -1%
FC
2508
Fusion Capital
South Carolina
$277K -$25.8K -240 -8%
BCPWM
2509
Bradley & Co Private Wealth Management
Florida
$276K -$118K -1,098 -28%
TCM
2510
Tradewinds Capital Management
Washington
$276K +$646 +6 +0.2%
HI
2511
Hudock Inc
Pennsylvania
$276K
FOA
2512
Five Oceans Advisors
California
$275K -$10K -93 -3%
UAG
2513
United Advisor Group
Ohio
$275K +$298K +2,772 New
AIA
2514
Alera Investment Advisors
Illinois
$275K +$298K +2,769 New
TC
2515
Trilogy Capital
California
$275K +$298K +2,768 New
CAM
2516
Concorde Asset Management
Michigan
$275K +$19.3K +179 +7%
GIP
2517
Greatmark Investment Partners
Georgia
$274K
CAL
2518
Capital Advisors Ltd
Ohio
$274K +$24.4K +227 +9%
PIM
2519
Progressive Investment Management
Oregon
$274K
SA
2520
Strategic Advocates
Utah
$271K -$167K -1,548 -36%
DP
2521
Denver PWM
Colorado
$271K +$2.15K +20 +0.7%
HNW
2522
High Note Wealth
Minnesota
$271K +$431 +4 +0.1%
TA
2523
TFG Advisers
Michigan
$271K -$15.9K -148 -5%
FSC
2524
Full Sail Capital
Oklahoma
$270K +$106K +985 +57%
EWA
2525
Encompass Wealth Advisors
Oregon
$270K -$580K -5,385 -66%

DIS Hedge Fund Activity: Q2 2024 in Review

3,024 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2024, worth a combined $125B — down 18% from $154B a quarter earlier.

Sellers outnumbered buyers: 273 funds closed out of DIS and 167 opened new positions — a net loss of 106 holders — while 1,421 trimmed existing stakes and 1,091 added.

The largest buyer was Jennison Associates, adding an estimated $599M. The largest seller was Trian Fund Management, cutting an estimated $3.2B.

  • 3,024 institutional investors held Walt Disney (DIS) as of Q2 2024, down from 3,168 in Q1 2024.
  • Funds reported $125B of Walt Disney stock for Q2 2024, down 18% quarter-over-quarter.
  • 167 funds opened new Walt Disney positions in Q2 2024 and 273 closed out, a net change of -106 holders.
  • The largest Walt Disney buyer in Q2 2024 was Jennison Associates, an estimated $599M added.
  • The largest Walt Disney seller in Q2 2024 was Trian Fund Management, an estimated $3.2B sold.

Based on aggregated 13F filings for Q2 2024.