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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
WWP
2801
WR Wealth Planners
Missouri
$151K -$3.12K -29 -2%
PAM
2802
Paradigm Asset Management
New York
$149K -$53.8K -500 -25%
KFP
2803
Keener Financial Planning
Texas
$148K
CWM
2804
Compass Wealth Management
Connecticut
$145K +$9.69K +90 +7%
TCG
2805
Transcendent Capital Group
Oklahoma
$144K -$696K -6,461 -82%
TFIPS
2806
Towarzystwo Funduszy Inwestycyjnych PZU SA
$144K
TVWM
2807
Tower View Wealth Management
Wisconsin
$142K
GJWM
2808
Gilliland Jeter Wealth Management
Arkansas
$140K +$5.17K +48 +4%
PP
2809
PrairieView Partners
Minnesota
$140K +$1.51K +14 +1%
CWM
2810
Cranbrook Wealth Management
Michigan
$140K +$79.1K +735 +109%
HWM
2811
HighMark Wealth Management
Minnesota
$138K +$1.94K +18 +1%
RTC
2812
Riverview Trust Company
Washington
$135K
IWP
2813
IAG Wealth Partners
Wisconsin
$130K -$16.3K -151 -10%
FCMT
2814
Founders Capital Management (Texas)
Texas
$128K
PA
2815
Pineridge Advisors
Missouri
$127K +$861 +8 +0.6%
JWM
2816
Janiczek Wealth Management
Colorado
$126K -$1.83K -17 -1%
MBFW
2817
Morton Brown Family Wealth
Pennsylvania
$125K
RAM
2818
Riggs Asset Management
Pennsylvania
$124K -$3.01K -28 -2%
TWD
2819
True Wealth Design
Ohio
$123K -$35.3K -328 -21%
MCA
2820
Maryland Capital Advisors
Maryland
$121K
PCWA
2821
Pacific Capital Wealth Advisors
California
$119K +$3.23K +30 +3%
OLVIG
2822
Oliver Lagore Vanvalin Investment Group
Michigan
$117K -$4.2K -39 -3%
LIA
2823
Lynx Investment Advisory
District of Columbia
$112K +$121K +1,128 New
AW
2824
Avion Wealth
Texas
$109K -$7.32K -68 -6%
CCMI
2825
Creative Capital Management Investments
California
$107K +$431 +4 +0.4%

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.