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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
AWM
2876
Abound Wealth Management
Tennessee
$68.8K -$2.8K -26 -4%
KHC
2877
Koesten Hirschmann & Crabtree
Kansas
$67.4K
JSAM
2878
J. Safra Asset Management
New York
$66.9K +$14.4K +134 +25%
FG
2879
Fairman Group
Pennsylvania
$65.7K
FRA
2880
Front Row Advisors
California
$64.6K
LWA
2881
Lowe Wealth Advisors
Maryland
$64.1K
VWWMG
2882
Vermillion & White Wealth Management Group
Pennsylvania
$63.9K
TCPG
2883
Trivant Custom Portfolio Group
California
$61.1K
OAJ
2884
Ogorek Anthony Joseph
New York
$61K +$6.35K +59 +11%
OA
2885
Operose Advisors
Wisconsin
$60.1K -$25.8K -240 -28%
BHWM
2886
Beaird Harris Wealth Management
Texas
$59.5K +$10.9K +101 +20%
PAG
2887
Paladin Advisory Group
Iowa
$58.7K -$29.7K -276 -32%
VAMG
2888
Voisard Asset Management Group
Michigan
$58.7K
NI
2889
NCP Inc
California
$56.4K +$10.8K +100 +21%
WOSD
2890
WFA of San Diego
California
$56.4K +$61.1K +568 New
IHWM
2891
Iron Horse Wealth Management
Iowa
$55.3K +$35.8K +333 +149%
WPWM
2892
Western Pacific Wealth Management
Illinois
$54.8K -$125K -1,165 -68%
OCM
2893
Orion Capital Management
California
$54.5K
AFIA
2894
America First Investment Advisors
Nebraska
$53.6K -$4.31K -40 -7%
SRCM
2895
Signature Resources Capital Management
California
$53.5K -$14.7K -137 -20%
PP
2896
Pacifica Partners
Canada
$53.4K -$31.5K -293 -35%
DRS
2897
Deane Retirement Strategies
Louisiana
$53.2K
RTL
2898
Red Tortoise LLC
Georgia
$51.3K +$16.1K +150 +41%
GA
2899
GoalVest Advisory
New York
$50.3K -$20.5K -190 -27%
PPWM
2900
PFG Private Wealth Management
Florida
$50K +$9.9K +92 +22%

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.