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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
GA
2601
GSG Advisors
New Jersey
$245K -$6.35K -59 -2%
MAM
2602
Mystic Asset Management
Rhode Island
$244K -$48.1K -447 -15%
SFI
2603
SPC Financial Inc
Maryland
$244K
TFF
2604
The Family Firm
Maryland
$244K +$1.29K +12 +0.5%
TAM
2605
Titleist Asset Management
Texas
$244K +$13.5K +125 +5%
WSWA
2606
Warren Street Wealth Advisors
California
$244K +$23.5K +218 +10%
BWM
2607
Birchcreek Wealth Management
Ohio
$243K
PM
2608
Phraction Management
Connecticut
$243K
NRC
2609
New Republic Capital
North Carolina
$243K -$9.69K -90 -4%
RA
2610
Rational Advisors
New York
$243K +$160K +1,484 +155%
RFN
2611
RDA Financial Network
Iowa
$242K -$15.7K -146 -6%
CIC
2612
Chase Investment Counsel
Virginia
$242K
CWM
2613
C2C Wealth Management
Arizona
$241K
FCFC
2614
First Citizens Financial Corp
Iowa
$241K
EW
2615
Element Wealth
Mississippi
$241K +$11K +102 +4%
ONST
2616
Old North State Trust
North Carolina
$241K -$37.7K -350 -13%
CA
2617
Centerpoint Advisors
Massachusetts
$241K +$8.61K +80 +3%
RAM
2618
Rempart Asset Management
Canada
$241K
CCB
2619
Cutter & Co Brokerage
Missouri
$240K -$17.7K -164 -6%
IP
2620
Ignite Planners
California
$240K -$8.83K -82 -3%
BAAM
2621
Baker Avenue Asset Management
California
$239K -$27.7K -257 -10%
MF
2622
Montis Financial
Massachusetts
$239K -$36.5K -339 -12%
MRI
2623
Mad River Investors
Massachusetts
$238K
NIWA
2624
New Insight Wealth Advisors
California
$238K +$3.34K +31 +1%
MW
2625
Members Wealth
Pennsylvania
$237K +$210K +1,949 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.