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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
PCH
2676
PGIM Custom Harvest
New Jersey
$224K -$49.7K -462 -17%
SAM
2677
S.A. Mason
Michigan
$224K
TMWM
2678
Taylor & Morgan Wealth Management
Michigan
$223K -$133K -1,231 -35%
1W
2679
1776 Wealth
Georgia
$223K +$20.5K +190 +9%
KWM
2680
Keebeck Wealth Management
Illinois
$223K
LFP
2681
Lakeshore Financial Planning
Michigan
$223K -$13.5K -125 -5%
Betterment LLC
2682
Betterment LLC
New York
$222K +$22.6K +210 +10%
IAG
2683
Investment Advisory Group
Massachusetts
$222K -$18.5K -172 -7%
BONH
2684
Bank of New Hampshire
New Hampshire
$221K -$61.9K -575 -21%
LSC
2685
Lesa Sroufe & Co
Washington
$221K
PCM
2686
Pennsylvania Capital Management
Pennsylvania
$221K -$3.66K -34 -2%
CRI
2687
Colonial River Investments
Virginia
$220K -$4.52K -42 -2%
KIM
2688
Karpus Investment Management
New York
$220K
PFP
2689
Paragon Financial Partners
California
$219K
AWC
2690
Adamsbrown Wealth Consultants
Kansas
$219K +$5.17K +48 +2%
AT
2691
Arden Trust
Delaware
$219K -$2.58K -24 -1%
BTWM
2692
Brass Tax Wealth Management
Ohio
$219K +$237K +2,204 New
FWM
2693
FMA Wealth Management
Massachusetts
$218K
LOIM
2694
Liberty One Investment Management
Illinois
$218K +$105K +980 +81%
CSWG
2695
Cardinal Strategic Wealth Guidance
Kentucky
$218K
HAS
2696
Holland Advisory Services
Florida
$218K -$1.94K -18 -0.8%
SEP
2697
Southland Equity Partners
Missouri
$218K -$22.3K -207 -9%
JWBC
2698
John W. Bristol & Co
New York
$218K -$142K -1,320 -38%
CCA
2699
Childress Capital Advisors
Texas
$217K -$43.5K -404 -16%
TPCM
2700
Templeton & Phillips Capital Management
Tennessee
$217K +$235K +2,186 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.