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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
LSA
2726
Lansing Street Advisors
Pennsylvania
$210K +$10.7K +99 +5%
1WM
2727
1900 Wealth Management
Texas
$210K
SFM
2728
Signet Financial Management
New Jersey
$209K -$16.1K -150 -7%
SFC
2729
Swisher Financial Concepts
Ohio
$209K -$323 -3 -0.1%
PMIA
2730
Patrick Mauro Investment Advisor
Illinois
$209K
C1AG
2731
Client 1st Advisory Group
Florida
$209K +$40K +372 +22%
BFA
2732
Benedict Financial Advisors
Georgia
$208K
Cohen & Steers
2733
Cohen & Steers
New York
$208K -$67.7K -629 -23%
SCM
2734
Steele Capital Management
Iowa
$208K
FA
2735
Financial Advisors
Massachusetts
$207K
WG
2736
Wealth Group
North Carolina
$207K +$19.4K +180 +9%
EGA
2737
E&G Advisors
Texas
$207K -$12.4K -115 -5%
TW
2738
Towerpoint Wealth
California
$206K -$22.8K -212 -9%
ZF
2739
Zhang Financial
Michigan
$206K +$12.1K +112 +6%
NJBEST
2740
New Jersey Better Educational Savings Trust
New Jersey
$206K -$175K -1,629 -44%
BBWP
2741
Beacon Bridge Wealth Partners
Pennsylvania
$206K
PCA
2742
Private Capital Advisors
Connecticut
$206K -$11.3K -105 -5%
YWM
2743
Yoder Wealth Management
California
$206K +$646 +6 +0.3%
OS
2744
Objectivity Squared
South Carolina
$206K
BBW
2745
Blue Barn Wealth
Utah
$205K -$68.1K -633 -23%
PCM
2746
Prelude Capital Management
New York
$205K +$4.52K +42 +2%
HSG
2747
Helen Stephens Group
Texas
$205K +$222K +2,064 New
GSB
2748
Greenfield Savings Bank
Massachusetts
$204K -$69.4K -645 -24%
FFWM
2749
Future Financial Wealth Management
Ohio
$204K +$16.1K +150 +8%
HC
2750
Hendley & Co
Ohio
$204K -$298K -2,766 -57%

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.