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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
EMAM
2651
Encompass More Asset Management
California
$230K +$25.5K +237 +11%
CWP
2652
Concord Wealth Partners
Virginia
$230K -$116K -1,079 -32%
QFA
2653
Quantum Financial Advisors
California
$229K +$323 +3 +0.1%
Financial Engines Advisors
2654
Financial Engines Advisors
California
$229K +$248K +2,307 New
MFA
2655
Morling Financial Advisors
California
$229K +$19.9K +185 +9%
LRWA
2656
Long Run Wealth Advisors
New York
$229K +$10.8K +100 +5%
TFA
2657
Tranquilli Financial Advisor
New Jersey
$229K -$12.2K -113 -5%
KLWA
2658
Kelly Lawrence W & Associates
California
$228K -$7.69M -71,472 -97%
LW
2659
Linscomb Wealth
Texas
$228K -$17.2K -160 -7%
ACM
2660
Advance Capital Management
Michigan
$227K +$14.4K +134 +6%
RWA
2661
Redmont Wealth Advisors
Illinois
$227K
CB
2662
Centennial Bank
Arkansas
$227K -$6.46K -60 -3%
TI
2663
Truepoint Inc
Ohio
$227K +$10.7K +99 +5%
GCP
2664
Gill Capital Partners
Colorado
$227K -$15.3K -142 -6%
RFA
2665
ROI Financial Advisors
Oregon
$227K -$33.3K -309 -12%
DIP
2666
DT Investment Partners
Pennsylvania
$226K +$86.1K +800 +54%
SIC
2667
SJS Investment Consulting
Ohio
$226K +$323 +3 +0.1%
RFM
2668
Royal Fund Management
Florida
$226K -$272K -2,529 -53%
MWM
2669
Maltin Wealth Management
New Jersey
$225K +$2.91K +27 +1%
AWM
2670
Austin Wealth Management
Texas
$225K -$42.4K -394 -14%
TCM
2671
Traynor Capital Management
Pennsylvania
$225K -$41.2K -383 -14%
ACA
2672
Aspire Capital Advisors
Washington
$225K -$94.6K -879 -28%
MFC
2673
Morris Financial Concepts
South Carolina
$224K +$8.61K +80 +4%
AFT
2674
Alpha Family Trust
California
$224K
B
2675
Bellecapital
Switzerland
$224K

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.