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Walt Disney
DIS

Overview Fund Activity

2,974 hedge funds and large institutions have $115B invested in Walt Disney in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 924 increasing their positions, 1,451 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,974
Holders Change
+169
Holders Change %
+6.02%
% of All Funds
43.6%
Holding in Top 10
62
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.98%
% of All Funds
0.91%
New
364
Increased
924
Reduced
1,451
Closed
148
Calls
$4.27B
Puts
$4.69B
Net Calls
-$417M
Net Calls Change
-$189M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$631M
4
VH
ValueAct Holdings
California
$459M
5
State Street
State Street
Massachusetts
$6.85B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.84M
2
Goldman Sachs
Goldman Sachs
New York
$908M
3
Northern Trust
Northern Trust
Illinois
$2.02B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$145M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
2851
Financial Connections Group
California
$55K +$55K +618 New
AWM
2852
Able Wealth Management
New Jersey
$53.7K +$53.7K +595 New
VAMG
2853
Voisard Asset Management Group
Michigan
$53.3K +$53.3K +591 New
LFA
2854
Livelsberger Financial Advisory
Ohio
$53.2K +$53.2K +589 New
OCM
2855
Orion Capital Management
California
$52.7K +$13.5K +150 +35%
FWM
2856
FSA Wealth Management
Massachusetts
$52K +$52K +578 New
GC
2857
Gould Capital
Washington
$51K – – –
DFA
2858
DHJJ Financial Advisors
Illinois
$50.4K +$6.68K +74 +15%
GA
2859
GoalVest Advisory
New York
$50.3K +$37K +410 +279%
OAJ
2860
Ogorek Anthony Joseph
New York
$50K – – –
SNB
2861
Security National Bank
Nebraska
$49.2K +$49.2K +545 New
DRS
2862
Deane Retirement Strategies
Louisiana
$48.4K – – –
EC
2863
EntryPoint Capital
New York
$48.3K +$48.3K +535 New
KHC
2864
Koesten Hirschmann & Crabtree
Kansas
$47.9K – – –
VWM
2865
Valley Wealth Managers
New Jersey
$47.4K – – –
ACA
2866
American Capital Advisory
Idaho
$46.6K +$46.6K +516 New
DF
2867
Dunhill Financial
United Kingdom
$45.2K +$45.2K +500 New
JGCM
2868
Joseph Group Capital Management
Ohio
$45.1K -$22.9K -254 -34%
BHWM
2869
Beaird Harris Wealth Management
Texas
$45K +$10.6K +117 +31%
APC
2870
Aspire Private Capital
North Carolina
$44.4K – – –
DWM
2871
Dogwood Wealth Management
Kansas
$43.5K +$43.5K +481 New
SR
2872
Syntax Research
Florida
$42.8K -$1.08K -12 -2%
YDMI
2873
Y.D. More Investments
Israel
$42.2K -$713K -7,898 -94%
CWA
2874
Carolina Wealth Advisors
South Carolina
$41.7K – – –
MFF
2875
Mango Five Family
Nevada
$40.6K +$40.6K +450 New
113 114
115
116 117