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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 %
CIP
2501
Convergence Investment Partners
Florida
$269K -$35K -355 -12%
PMG
2502
ProVise Management Group
Florida
$269K +$4.34K +44 +2%
BF
2503
Brucke Financial
Indiana
$268K +$18K +198 +7%
WBG
2504
Wharton Business Group
Pennsylvania
$268K – – –
OW
2505
Olistico Wealth
Oklahoma
$267K – – –
FA
2506
Fermata Advisors
California
$267K +$56.6K +574 +27%
WSWA
2507
Warren Street Wealth Advisors
California
$266K +$69.4K +703 +35%
SWRP
2508
Summit Wealth & Retirement Planning
California
$266K +$19.7K +200 +8%
EWP
2509
Elevation Wealth Partners
California
$265K +$1.58K +16 +0.6%
SFS
2510
Solitude Financial Services
Virginia
$265K +$265K +2,683 New
EE
2511
EWG Elevate
California
$264K -$50.3K -510 -16%
LRIA
2512
Leonard Rickey Investment Advisors
Washington
$264K +$15.2K +180 +6%
PG
2513
Prostatis Group
Maryland
$264K -$10.6K -107 -4%
PAM
2514
Prodigy Asset Management
Nebraska
$264K – – –
SIM
2515
SSI Investment Management
California
$263K -$197 -2 -0.1%
WWC
2516
Waypoint Wealth Counsel
Georgia
$263K +$29.8K +302 +13%
DW
2517
Dodds Wealth
Colorado
$263K -$2.86K -29 -1%
CCA
2518
Childress Capital Advisors
Texas
$263K +$52.2K +529 +25%
FWA
2519
FSM Wealth Advisors
Ohio
$262K +$40.3K +408 +18%
RPGNY
2520
Retirement Planning Group (New York)
New York
$262K +$32.4K +328 +14%
GC
2521
Garde Capital
Washington
$262K +$38.8K +393 +17%
AC
2522
Avenir Corporation
Virginia
$261K – – –
PWM
2523
Partners Wealth Management
California
$261K – – –
EFG
2524
Ethos Financial Group
Pennsylvania
$261K – – –
RPA
2525
Rock Point Advisors
Vermont
$261K – – –
99 100
101
102 103