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Walt Disney
DIS

Overview Fund Activity

3,029 hedge funds and large institutions have $125B invested in Walt Disney in 2025 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,228 increasing their positions, 1,363 reducing their positions, and 268 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,029
Holders Change
-171
Holders Change %
-5.34%
% of All Funds
41.14%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.92%
New
157
Increased
1,228
Reduced
1,363
Closed
268
Calls
$2.59B
Puts
$3.25B
Net Calls
-$663M
Net Calls Change
+$309M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$510M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$254M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
5
Marshall Wace
Marshall Wace
United Kingdom
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$659M
2
Citadel Advisors
Citadel Advisors
Florida
-$250M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$171M
4
Capital World Investors
Capital World Investors
California
-$156M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2776
Accredited Wealth Management
Kentucky
$144K -$23.7K -240 -14%
HWM
2777
HighMark Wealth Management
Minnesota
$143K +$4.74K +48 +3%
TVWM
2778
Tower View Wealth Management
Wisconsin
$142K +$691 +7 +0.5%
CPG
2779
Cornerstone Planning Group
New Jersey
$142K +$47.2K +541 +50%
CG
2780
Curat Global
New Hampshire
$142K +$142K +1,435 New
PP
2781
PrairieView Partners
Minnesota
$139K – – –
NIA
2782
NBZ Investment Advisors
Tennessee
$137K -$31.2K -316 -19%
FDW
2783
Fourth Dimension Wealth
Ohio
$135K +$23.1K +234 +21%
RTC
2784
Riverview Trust Company
Washington
$131K -$3.55K -36 -3%
MHR
2785
Matthew Hamilton Rosenberg
$130K +$4.84K +49 +4%
Cohen & Steers
2786
Cohen & Steers
New York
$128K -$93.9K -954 -42%
FCMT
2787
Founders Capital Management (Texas)
Texas
$127K -$6.91K -70 -5%
CCMI
2788
Creative Capital Management Investments
California
$126K -$395 -4 -0.3%
KA
2789
Kozak & Associates
Colorado
$125K -$10.4K -123 -8%
CWM
2790
Compass Wealth Management
Connecticut
$121K +$99 +1 +0.1%
MCA
2791
Maryland Capital Advisors
Maryland
$120K – – –
BAM
2792
Bellevue Asset Management
Washington
$119K – – –
T
2793
Tidemark
California
$115K +$14.1K +143 +14%
AW
2794
Avion Wealth
Texas
$113K – – –
AWM
2795
AllSquare Wealth Management
New York
$111K +$19.9K +202 +22%
FNWM
2796
Financial Network Wealth Management
Utah
$109K +$109K +1,107 New
WF
2797
Wayfinding Financial
Washington
$109K +$109K +1,108 New
IWP
2798
IAG Wealth Partners
Wisconsin
$109K -$20.2K -205 -16%
GKIM
2799
GW&K Investment Management
Massachusetts
$108K +$491 +5 +0.5%
GCS
2800
Gordian Capital (Singapore)
Singapore
$108K +$7.79K +79 +8%
110 111
112
113 114