DIS icon

Walt Disney

3,152 hedge funds and large institutions have $218B invested in Walt Disney in 2021 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,338 increasing their positions, 1,299 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
+54
Holders Change %
+1.74%
% of All Funds
55.5%
Holding in Top 10
324
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-20.59%
% of All Funds
5.71%
New
216
Increased
1,338
Reduced
1,299
Closed
128
Calls
$7.07B
Puts
$7.41B
Net Calls
-$345M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
3001
Everhart Financial Group
Ohio
$205K +$205K +1,107 New
V
3002
VeraBank
Texas
$205K +$205K +1,111 New
EI
3003
Ellevest Inc
New York
$204K -$115K -625 -36%
RWM
3004
Reston Wealth Management
Virginia
$204K +$204K +1,104 New
TWP
3005
Treybourne Wealth Planners
Indiana
$204K +$204K +1,105 New
WCM
3006
Wealthcare Capital Management
Virginia
$203K +$203K +1,098 New
CCA
3007
Conestoga Capital Advisors
Pennsylvania
$203K +$203K +1,100 New
TFA
3008
Tobias Financial Advisors
Florida
$203K +$203K +1,100 New
PFA
3009
Plotkin Financial Advisors
Maryland
$203K +$203K +1,098 New
T
3010
TRUADVICE
Florida
$201K -$370K -2,001 -65%
VC
3011
Vestor Capital
Illinois
$201K +$9.24K +50 +5%
PCM
3012
Pointe Capital Management
Michigan
$201K +$201K +1,087 New
HGWM
3013
Horst & Graben Wealth Management
Oregon
$201K +$201K +1,089 New
SWAG
3014
Spectrum Wealth Advisory Group
California
$200K -$16.8K -91 -8%
OWM
3015
OneAscent Wealth Management
Alabama
$200K +$200K +1,083 New
CCIA
3016
Campbell & Co Investment Adviser
Maryland
$200K +$200K +1,084 New
AG
3017
AIA Group
Hong Kong
$200K +$200K +1,086 New
HWM
3018
Hohimer Wealth Management
Washington
$198K -$361K -1,951 -65%
AFIA
3019
America First Investment Advisors
Nebraska
$198K -$51.8K -281 -21%
CWA
3020
Clearview Wealth Advisors
Oregon
$198K -$24K -130 -11%
CFG
3021
CKW Financial Group
Hawaii
$196K
AWM
3022
Activest Wealth Management
Florida
$193K +$193K +1,042 New
NOI
3023
Newton One Investments
Delaware
$185K
ECM
3024
EMC Capital Management
Texas
$185K
KFS
3025
Kelly Financial Services
Massachusetts
$184K