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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
IAP
2701
Indie Asset Partners
Indiana
$217K +$25.1K +233 +12%
HWMG
2702
Hurlow Wealth Management Group
Indiana
$217K
VF
2703
Vest Financial
Virginia
$216K -$6.67K -62 -3%
OKSA
2704
O'Keefe Stevens Advisory
New York
$216K
WP
2705
WealthShield Partners
North Carolina
$216K +$234K +2,174 New
IF
2706
IRON Financial
Illinois
$216K +$53.8K +500 +30%
OCPWS
2707
One Charles Private Wealth Services
Massachusetts
$215K -$5.38K -50 -2%
AIM
2708
AHL Investment Management
Florida
$214K -$4.84K -45 -2%
TWM
2709
Triton Wealth Management
Arizona
$214K
MFG
2710
Monte Financial Group
Connecticut
$214K -$5.6K -52 -2%
FCM
2711
Firestone Capital Management
Florida
$214K
FAM
2712
Flaharty Asset Management
Florida
$214K -$646 -6 -0.3%
FFA
2713
Fairfield Financial Advisors
Massachusetts
$213K +$231K +2,146 New
SGI
2714
Summit Global Investments
Utah
$213K +$646 +6 +0.3%
BWL
2715
Bogart Wealth LLC
Virginia
$213K +$51.9K +482 +29%
OWMIAS
2716
One Wealth Management Investment & Advisory Services
Florida
$213K +$28.6K +266 +14%
RA
2717
Rise Advisors
New York
$213K -$7.21K -67 -3%
SC
2718
Stephens Consulting
Michigan
$212K +$34.4K +320 +18%
LWM
2719
Lodestone Wealth Management
Washington
$212K -$2.15K -20 -0.9%
FC
2720
Financial Council
Maryland
$211K -$8.61K -80 -4%
TC
2721
Truvestments Capital
Florida
$211K -$15.1K -140 -6%
MHWM
2722
Montz Harcus Wealth Management
Louisiana
$211K -$15.8K -147 -6%
CNB
2723
Camden National Bank
Maine
$211K +$12.9K +120 +6%
PSIWM
2724
Paradigm Strategies in Wealth Management
Minnesota
$211K
QL
2725
Quarry LP
New York
$210K +$228K +2,115 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.