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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
APC
2851
Aspire Private Capital
North Carolina
$89.6K
RAM
2852
Ramirez Asset Management
New York
$89.4K +$10.8K +100 +13%
MS
2853
Mizuho Securities
Japan
$88.4K -$71K -660 -43%
CFG
2854
CKW Financial Group
Hawaii
$88K
GKIM
2855
GW&K Investment Management
Massachusetts
$88K +$11K +102 +13%
AFS
2856
Annapolis Financial Services
Maryland
$86.6K
CJ
2857
Caitlin John
Michigan
$86.5K +$5.28K +49 +6%
FFA
2858
Frazier Financial Advisors
Ohio
$86.4K -$5.71K -53 -6%
CPG
2859
Cornerstone Planning Group
New Jersey
$84.7K -$108 -1 -0.1%
VWM
2860
Valley Wealth Managers
New Jersey
$84K +$56.1K +521 +160%
CWM
2861
CarsonAllaria Wealth Management
Illinois
$83.1K
W
2862
WealthCollab
Washington
$82.6K
CB
2863
Chris Bulman
California
$81.6K +$88.5K +822 New
CTWM
2864
Cherry Tree Wealth Management
Minnesota
$80.7K -$7.32K -68 -8%
CAM
2865
Clarity Asset Management
Iowa
$80.2K
FCG
2866
Financial Connections Group
California
$80K +$87.3K +811 New
CIAS
2867
CBIZ Investment Advisory Services
Ohio
$79.6K
FWA
2868
FSC Wealth Advisors
New York
$78.2K
PWMG
2869
Private Wealth Management Group
New Jersey
$77.6K
RBC
2870
Roble Belko & Company
Pennsylvania
$76K +$969 +9 +1%
DWS
2871
Dynamic Wealth Strategies
California
$75K +$2.04K +19 +3%
CH
2872
Canton Hathaway
Rhode Island
$74K
CTB
2873
Country Trust Bank
Illinois
$73.1K -$1.29K -12 -2%
ATC
2874
Advantage Trust Company
Kansas
$72.5K
TCCM
2875
Timber Creek Capital Management
Massachusetts
$70.8K

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.