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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
BCCM
2826
Black Cypress Capital Management
Florida
$107K -$496K -4,603 -81%
HI
2827
Hoey Investments
Pennsylvania
$107K -$43.1K -400 -27%
AT
2828
Arlington Trust
Alabama
$107K +$32.3K +300 +39%
PFA
2829
Pathway Financial Advisers
Indiana
$105K +$431 +4 +0.4%
DFA
2830
DHJJ Financial Advisors
Illinois
$105K +$53.5K +497 +89%
KFS
2831
Kelly Financial Services
Massachusetts
$105K -$323 -3 -0.3%
YDMI
2832
Y.D. More Investments
Israel
$103K +$64.3K +597 +134%
SAG
2833
Spotlight Asset Group
Illinois
$102K +$5.38K +50 +5%
EBA
2834
Eagle Bay Advisors
New York
$102K -$39.2K -364 -26%
SFO
2835
Standard Family Office
South Dakota
$102K
HGA
2836
Hobbs Group Advisors
South Carolina
$102K +$110K +1,024 New
TCM
2837
TruNorth Capital Management
Michigan
$101K +$323 +3 +0.3%
T
2838
Tidemark
California
$101K
AA
2839
AlphaMark Advisors
Kentucky
$100K +$17.2K +160 +19%
BGAI
2840
Bruce G. Allen Investments
Colorado
$99.4K -$5.38K -50 -5%
BIA
2841
Bell Investment Advisors
California
$98.4K -$108 -1 -0.1%
BTC
2842
Bank & Trust Company
Illinois
$98.2K +$106K +989 New
MAM
2843
Meeder Asset Management
Ohio
$97.8K -$232K -2,157 -69%
PP
2844
PFS Partners
New Jersey
$95.3K
FMP
2845
Financial Management Professionals
Texas
$94K +$28.3K +263 +38%
MWA
2846
Moser Wealth Advisors
Washington
$93.8K
DCBT
2847
Dakota Community Bank & Trust
North Dakota
$92.6K -$2.69K -25 -3%
AF
2848
Aviso Financial
Ontario, Canada
$92.6K +$101K +934 New
AWM
2849
AllSquare Wealth Management
New York
$91.5K
MHR
2850
Matthew Hamilton Rosenberg
$90.5K -$37.6K -349 -27%

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.