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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
C
2901
Covestor
United Kingdom
$50K -$82.8K -769 -60%
CFM
2902
Catalyst Funds Management
Australia
$49.6K +$53.8K +500 New
SFC
2903
Strategic Financial Concepts
Texas
$48.9K +$24M +222,870 +7,638%
PWA
2904
Provenance Wealth Advisors
Florida
$48.3K
TCM
2905
Tributary Capital Management
Nebraska
$47.3K -$2.69K -25 -5%
SR
2906
Syntax Research
Florida
$47.1K
ZRP
2907
Zynergy Retirement Planning
New Jersey
$47K +$50.9K +473 New
DWM
2908
Dogwood Wealth Management
Kansas
$46.8K -$108 -1 -0.2%
ACA
2909
American Capital Advisory
Idaho
$46.6K -$12.2K -113 -18%
CAM
2910
Chesapeake Asset Management
New York
$46.2K +$1.61K +15 +3%
SHIM
2911
Stone House Investment Management
Pennsylvania
$44.4K -$3.98K -37 -8%
RDFA
2912
Ritter Daniher Financial Advisory
Ohio
$44.3K -$54K -502 -53%
CPA
2913
Clear Point Advisors
New York
$44.3K
MWM
2914
Mascoma Wealth Management
New Hampshire
$44K +$13.1K +122 +38%
CMP
2915
Coston McIsaac & Partners
Maine
$44K
IGWM
2916
ICA Group Wealth Management
Colorado
$43.3K -$319K -2,959 -87%
WWM
2917
Wolff Wiese Magana
California
$42.4K -$1.51K -14 -3%
CP
2918
Camelot Portfolios
Ohio
$40.7K +$44.1K +410 New
CM
2919
Capula Management
Cayman Islands
$40.3K -$76.5K -711 -64%
SNB
2920
Security National Bank
Nebraska
$39.7K
PAI
2921
Pittenger & Anderson Inc
Nebraska
$39.5K -$56.8K -528 -57%
HFM
2922
Harvest Fund Management
China
$39K -$534K -4,965 -93%
CWA
2923
Carolina Wealth Advisors
South Carolina
$36.5K +$5.38K +50 +16%
PWM
2924
Partnership Wealth Management
Maryland
$33.8K
LIA
2925
Luken Investment Analytics
Tennessee
$33.3K

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.