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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
VC
2551
Vestor Capital
Illinois
$261K -$5.85M -54,327 -95%
RS
2552
Rakuten Securities
Japan
$261K +$13.5K +125 +5%
FNWA
2553
Financial Network Wealth Advisors
Utah
$260K
WQ
2554
Wealth Quarterback
New Jersey
$260K +$26.9K +250 +11%
ACGA
2555
Atlanta Consulting Group Advisors
Georgia
$260K -$32.3K -300 -10%
CPA
2556
Cardiff Park Advisors
California
$260K +$1.51K +14 +0.5%
AGA
2557
Arkos Global Advisors
Texas
$259K -$158K -1,470 -36%
MIC
2558
Meridian Investment Counsel
California
$258K
CJL
2559
Cyrus J. Lawrence
New York
$258K +$19.9K +185 +8%
WWC
2560
Waypoint Wealth Counsel
Georgia
$258K +$8.07K +75 +3%
IPW
2561
Invictus Private Wealth
Colorado
$257K -$2.58K -24 -0.9%
BL
2562
BFSG LLC
California
$257K -$3.12K -29 -1%
BWM
2563
BlackDiamond Wealth Management
New York
$257K +$14.6K +136 +5%
PRWA
2564
Platte River Wealth Advisors
Colorado
$256K
GGI
2565
GPM Growth Investors
Michigan
$256K +$277K +2,577 New
MA
2566
MBA Advisors
Pennsylvania
$256K +$50.5K +469 +22%
ZB
2567
Zions Bancorporation
Utah
$256K -$51K -474 -16%
ACA
2568
Ackerman Capital Advisors
Texas
$255K -$754 -7 -0.3%
NWM
2569
Northwest Wealth Management
Iowa
$254K +$8.5K +79 +3%
CCG
2570
Capital CS Group
California
$253K +$12.9K +120 +5%
NFA
2571
Northwest Financial Advisors
Virginia
$253K +$3.98K +37 +1%
CA
2572
Calton & Associates
Florida
$253K -$10.9K -101 -4%
WOC
2573
West Oak Capital
California
$253K +$5.38K +50 +2%
WB
2574
West Bancorporation
Iowa
$252K -$53.2K -494 -16%
CICC
2575
Capital Investment Counsel (Colorado)
Colorado
$252K +$274K +2,541 New

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.