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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
BMMM
2751
Boston Mountain Money Management
Arkansas
$204K -$9.8K -91 -4%
AWM
2752
Alterna Wealth Management
Texas
$203K +$18.3K +170 +9%
EFA
2753
Edge Financial Advisors
Illinois
$203K +$32.5K +302 +17%
THL
2754
Tillman Hartley LLC
Colorado
$202K
EWA
2755
Emergent Wealth Advisors
New York
$202K +$8.07K +75 +4%
FA
2756
FF Advisors
California
$202K
NRI
2757
NFP Retirement Inc
California
$202K -$154K -1,435 -41%
TCM
2758
Tang Capital Management
California
$201K +$218K +2,029 New
SFS
2759
Sharp Financial Services
Pennsylvania
$201K +$218K +2,026 New
KA
2760
Kozak & Associates
Colorado
$200K -$13.3K -124 -6%
POIA
2761
Pin Oak Investment Advisors
Texas
$200K
PPC
2762
Park Place Capital
Alabama
$199K -$13.3K -124 -6%
BAM
2763
BOCHK Asset Management
Hong Kong
$199K -$323K -3,000 -60%
RCM
2764
Raleigh Capital Management
North Carolina
$198K +$646 +6 +0.3%
MSFP
2765
Mark Sheptoff Financial Planning
Connecticut
$198K
TIM
2766
Tortoise Investment Management
New York
$197K -$29.1K -270 -12%
ME
2767
McIlrath & Eck
Washington
$195K +$9.58K +89 +5%
JFGIW
2768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$193K -$50.8K -472 -20%
SIA
2769
Sit Investment Associates
Minnesota
$192K
IFAM
2770
Institutional & Family Asset Management
Colorado
$192K +$58.8K +546 +39%
SOW
2771
State of Wyoming
Wyoming
$191K -$16.1K -150 -7%
BAM
2772
Bellevue Asset Management
Washington
$191K -$57.8K -537 -22%
CSB
2773
City State Bank
Iowa
$190K -$24.9K -231 -11%
MME
2774
Meag Munich Ergo
Germany
$186K
BCMLT
2775
Beacon Capital Management LLC (Tennessee)
Tennessee
$185K -$25.4K -236 -11%

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.