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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
PPA
2926
Painted Porch Advisors
California
$33.1K +$35.8K +333 New
WBWA
2927
William B. Walkup & Associates
South Carolina
$31.9K +$34.6K +321 New
BWAM
2928
Boyd Watterson Asset Management
Ohio
$31.8K
CAC
2929
Core Alternative Capital
Georgia
$31.5K -$8.61K -80 -20%
AWM
2930
Avondale Wealth Management
Texas
$31.4K -$9.8K -91 -22%
RF
2931
Robinswood Financial
Washington
$30.7K +$15.9K +148 +92%
GIM
2932
Gold Investment Management
Alberta, Canada
$30.6K
ETS
2933
ESL Trust Services
New York
$30.5K +$6.14K +57 +23%
LFASL
2934
Lugano Financial Advisors SA (LFA)
Switzerland
$29.8K
MLA
2935
MB, Levis & Associates
Pennsylvania
$29.2K
CMA
2936
Cedar Mountain Advisors
Oregon
$28.6K -$15.2K -141 -33%
UFF
2937
USA Financial Formulas
Michigan
$28K -$350K -3,252 -92%
DPW
2938
DiNuzzo Private Wealth
Pennsylvania
$28K +$1.51K +14 +5%
EA
2939
Evolution Advisers
Virginia
$27K
SFCL
2940
Strengthening Families & Communities LLC
Massachusetts
$27K +$29.6K +275 New
GC
2941
Gould Capital
Washington
$26K -$27.2K -253 -49%
FPB
2942
First PREMIER Bank
South Dakota
$26K
EFP
2943
EnRich Financial Partners
Wisconsin
$24.9K
BFA
2944
BBJS Financial Advisors
Washington
$21.4K -$38.6K -359 -63%
NA
2945
Nordwand Advisors
Pennsylvania
$20.8K
SWM
2946
Sanctuary Wealth Management
Idaho
$20.5K -$242K -2,251 -92%
HIM
2947
Hillsdale Investment Management
Ontario, Canada
$19.9K +$21.5K +200 New
VWA
2948
Valued Wealth Advisors
Utah
$19.2K +$3.34K +31 +19%
FC
2949
Fairscale Capital
New Hampshire
$18.2K +$19.9K +185 New
LJHT
2950
Laurie J. Hall Trustee
$18K -$4.09K -38 -18%

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.