We are live on ! Find out more
DIS icon

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
OW
2526
Olistico Wealth
Oklahoma
$270K +$94K +873 +47%
RWM
2527
Rockline Wealth Management
New York
$269K +$22K +204 +8%
CWC
2528
Carolinas Wealth Consulting
North Carolina
$269K -$15.8K -147 -2%
HWMO
2529
Heritage Wealth Management (Ohio)
Ohio
$269K +$296K +2,747 New
LWL
2530
Leo Wealth LLC
Texas
$269K -$240K -2,230 -45%
CCWM
2531
Correct Capital Wealth Management
Missouri
$269K
TCA
2532
Trifecta Capital Advisors
Illinois
$269K -$91.4K -849 -24%
HI
2533
Humankind Investments
New York
$269K -$556K -5,164 -66%
WWM
2534
WJ Wealth Management
Arizona
$268K -$21.5K -200 -7%
OAM
2535
Oxford Asset Management
United Kingdom
$267K +$290K +2,694 New
TC
2536
TwinBeech Capital
New York
$267K +$289K +2,687 New
SIM
2537
SSI Investment Management
California
$266K -$215 -2 -0.1%
CFP
2538
Cascade Financial Partners
California
$266K -$4.41K -41 -2%
EFG
2539
Ethos Financial Group
Pennsylvania
$265K -$32.7K -304 -10%
LWM
2540
Laidlaw Wealth Management
New York
$265K -$19.4K -180 -6%
FGA
2541
Fortis Group Advisors
New Jersey
$264K -$10.6K -98 -4%
SMA
2542
Seven Mile Advisory
New Jersey
$264K -$106K -985 -27%
SIA
2543
SeaBridge Investment Advisors
New Jersey
$264K
WIP
2544
WealthCare Investment Partners
Rhode Island
$263K +$9.9K +92 +4%
EL
2545
EMFO LLC
Florida
$263K
IAG
2546
Investmark Advisory Group
Connecticut
$263K -$108 -1 -0%
AC
2547
Avenir Corporation
Virginia
$263K -$15.1K -140 -5%
DFS
2548
Dixon Fnancial Services
California
$262K
UW
2549
Unique Wealth
Florida
$262K +$9.37K +87 +3%
DW
2550
Dodds Wealth
Colorado
$262K

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.