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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
DMBA
2626
Deseret Mutual Benefit Administrators
Utah
$237K
BCM
2627
Buckhead Capital Management
Georgia
$237K +$16.1K +150 +7%
SFG
2628
Seamount Financial Group
Colorado
$236K +$48.4K +450 +23%
OWM
2629
Opes Wealth Management
California
$236K -$5.92K -55 -2%
TW
2630
Traveka Wealth
California
$236K +$10.4K +97 +4%
TPWA
2631
Twin Peaks Wealth Advisors
California
$235K -$34.3K -319 -12%
WWG
2632
West Wealth Group
California
$235K +$8.72K +81 +4%
A
2633
AJOVista
Massachusetts
$235K
EIA
2634
Eldridge Investment Advisors
New Hampshire
$235K +$3.34K +31 +1%
FVWA
2635
Foster Victor Wealth Advisors
South Carolina
$235K -$261K -2,421 -50%
IIM
2636
Ironwood Investment Management
Massachusetts
$234K
LFGO
2637
Legacy Financial Group (Oklahoma)
Oklahoma
$234K -$538 -5 -0.2%
IWA
2638
IVC Wealth Advisors
Pennsylvania
$234K -$131K -1,214 -34%
BCM
2639
Basso Capital Management
Connecticut
$234K +$112K +1,043 +79%
HWA
2640
Hilltop Wealth Advisors
North Carolina
$234K +$2.26K +21 +0.9%
FWM
2641
Fairhaven Wealth Management
Illinois
$233K +$3.98K +37 +2%
MWM
2642
MGB Wealth Management
Texas
$233K +$43.1K +400 +20%
PCM
2643
Pointe Capital Management
Michigan
$233K +$4.52K +42 +2%
HL
2644
HeadInvest LLC
Maine
$232K +$8.29K +77 +3%
IIM
2645
InTrack Investment Management
Vermont
$232K -$25.8K -240 -9%
ACG
2646
Allen Capital Group
Nebraska
$231K +$1.72K +16 +0.7%
AWMG
2647
Alliance Wealth Management Group
New Jersey
$231K +$3.88K +36 +2%
ACA
2648
Affinity Capital Advisors
California
$231K +$13.9K +129 +6%
JCM
2649
Jacobsen Capital Management
Utah
$230K -$68.8K -639 -22%
FF
2650
Francis Financial
$230K -$92K -855 -27%

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.