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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
CJH
3001
Christopher J. Hasenberg
Wisconsin
$3.38K
CI
3002
Cordant Inc
Oregon
$3.19K
CPG
3003
Custom Portfolio Group
Colorado
$3.08K
CAM
3004
Creekmur Asset Management
Illinois
$2.68K -$431 -4 -13%
GWSA
3005
Global Wealth Strategies & Associates
Colorado
$2.48K
RWPA
3006
Richard W. Paul & Associates
Michigan
$2.48K
APM
3007
a16z Perennial Management
California
$2.18K
HC
3008
Hoese & Co
Minnesota
$2.08K +$2.15K +20 New
BEI
3009
Benjamin Edwards Inc
Missouri
$2K
WA
3010
WestEnd Advisors
North Carolina
$1.99K -$108 -1 -5%
EAM
3011
Eukles Asset Management
Ohio
$1.99K
CAM
3012
ClariVest Asset Management
California
$1.74K
MWA
3013
MFA Wealth Advisors
Pennsylvania
$1.39K +$1.51K +14 New
HF
3014
Halpern Financial
Virginia
$1.29K -$215 -2 -13%
DMIC
3015
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.09K -$15K -139 -93%
TFA
3016
Transamerica Financial Advisors
Florida
$1K
CWM
3017
Cedar Wealth Management
California
$993
CC
3018
Cultivar Capital
Texas
$990 +$1.08K +10 New
FHC
3019
First Heartland Consultants
Missouri
$629 +$8.07K +75 +1%
EPW
3020
Evergreen Private Wealth
Colorado
$397
HFS
3021
Horizon Financial Services
North Carolina
$298
LFA
3022
Legend Financial Advisors
Pennsylvania
$199 +$215 +2 New
CIR
3023
Clear Investment Research
Georgia
$100 -$5.38K -50 -98%
MCM
3024
MidAtlantic Capital Management
Virginia
$99
IC
3025
Innealta Capital
Texas
$99 +$108 +1 New

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.