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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
RWM
2951
Ruedi Wealth Management
Illinois
$17.7K +$8.18K +76 +75%
ACM
2952
Anfield Capital Management
California
$16.7K -$538 -5 -3%
WAM
2953
WFA Asset Management
Wisconsin
$16.5K
SC
2954
Swan Capital
Florida
$16.4K +$17.9K +166 New
RDIA
2955
RE Dickinson Investment Advisors
Iowa
$15.5K +$10.4K +97 +164%
BFS
2956
Bare Financial Services
Pennsylvania
$15.4K +$17.7K +164 New
PCM
2957
Penserra Capital Management
California
$15K
MSWM
2958
Mowery & Schoenfeld Wealth Management
Illinois
$14.1K +$15.3K +142 New
TWP
2959
Triad Wealth Partners
Kansas
$14K +$15.2K +141 New
CCMW
2960
Cypress Capital Management (Wyoming)
Wyoming
$13.6K
RCM
2961
Richardson Capital Management
Wisconsin
$13.5K
SC
2962
Steph & Co
Wisconsin
$13.5K +$1.18K +11 +9%
CFS
2963
CGC Financial Services
Oregon
$13.3K
TC
2964
Tacita Capital
Ontario, Canada
$13.2K
KIG
2965
Kessler Investment Group
Indiana
$12.6K
4FG
2966
4Thought Financial Group
New York
$12.3K
SR
2967
Summer Road
Florida
$12.3K +$13.3K +124 New
NMG
2968
New Millennium Group
Utah
$11.9K +$12.9K +120 New
BIM
2969
Breakwater Investment Management
Washington
$11.5K +$215 +2 +2%
SCA
2970
Stuart Chaussee & Associates
California
$11.1K +$1.18K +11 +11%
PIS
2971
POM Investment Strategies
North Carolina
$11K +$11.4K +106 +2,120%
BFS
2972
Burkett Financial Services
South Carolina
$11K
LFA
2973
LGT Financial Advisors
Texas
$10.7K
AP
2974
Aspect Partners
Virginia
$10.6K -$754 -7 -6%
SC
2975
Solstein Capital
California
$10.6K

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.