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Walt Disney

2,930 hedge funds and large institutions have $119B invested in Walt Disney in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 1,057 increasing their positions, 1,442 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 67.87%68.55% (+0.68%)

3% less funds holding

Funds holding: 3,0232,930 (-93)

5% less capital invested

Capital invested by funds: $125B → $119B (-$6.3B)

14% less call options, than puts

Call options by funds: $3.94B | Put options by funds: $4.6B

23% less funds holding in top 10

Funds holding in top 10: 5240 (-12)

27% less repeat investments, than reductions

Existing positions increased: 1,057 | Existing positions reduced: 1,442

29% less first-time investments, than exits

New positions opened: 154 | Existing positions closed: 216

Holders
2,930
Holders Change
-93
Holders Change %
-3.08%
% of All Funds
42.07%
Holding in Top 10
40
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.08%
% of All Funds
0.57%
New
154
Increased
1,057
Reduced
1,442
Closed
216
Calls
$3.94B
Puts
$4.6B
Net Calls
-$655M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
3026
Aspen Wealth Strategies
Colorado
-$529K -5,441 Closed
GCIM
3027
Gunn & Company Investment Management
Florida
-$528K -5,320 Closed
AGM
3028
Alpine Global Management
New York
-$521K -5,252 Closed
3IP
3029
3Chopt Investment Partners
Virginia
-$509K -5,124 Closed
SRSA
3030
S.R. Schill & Associates
Washington
-$500K -5,034 Closed
CC
3031
Cadinha & Co
Hawaii
-$491K -4,948 Closed
AAM
3032
Aureus Asset Management
Massachusetts
-$490K -4,930 Closed
SP
3033
Saranac Partners
-$480K -4,832 Closed
MM
3034
MQS Management
New York
-$479K -4,825 Closed
HOWA
3035
Heritage Oak Wealth Advisors
Florida
-$473K -4,764 Closed
WWM
3036
Westwood Wealth Management
California
-$454K -4,570 Closed
NFSG
3037
Newbridge Financial Services Group
Florida
-$441K -4,444 Closed
SBCM
3038
Schwerin Boyle Capital Management
Massachusetts
-$427K -4,300 Closed
DPIM
3039
Duff & Phelps Investment Management
Illinois
-$417K -4,197 Closed
RA
3040
Rockingstone Advisors
Massachusetts
-$411K -4,141 Closed
FIM
3041
Freedom Investment Management
Connecticut
-$411K -4,137 Closed
CA
3042
Crumly & Associates
Illinois
-$410K -4,132 Closed
CCS
3043
Concentric Capital Strategies
Connecticut
-$403K -4,055 Closed
CFS
3044
Cannon Financial Strategists
Georgia
-$399K -4,023 Closed
LI
3045
LVZ Inc
Michigan
-$392K -3,946 Closed
AFG
3046
AFS Financial Group
Maryland
-$389K -3,916 Closed
TDC
3047
Thompson Davis & Co
Virginia
-$388K -3,905 Closed
AFA
3048
AA Financial Advisors
Ohio
-$380K -3,828 Closed
PHK
3049
Point72 Hong Kong
Hong Kong
-$378K -3,804 Closed
SFA
3050
Seneca Financial Advisors
New York
-$367K -3,691 Closed

DIS Hedge Fund Activity: Q3 2024 in Review

2,930 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2024, worth a combined $119B — down 5% from $125B a quarter earlier.

Sellers outnumbered buyers: 216 funds closed out of DIS and 154 opened new positions — a net loss of 62 holders — while 1,442 trimmed existing stakes and 1,057 added.

The largest buyer was AllianceBernstein, adding an estimated $880M. The largest seller was Fisher Asset Management, cutting an estimated $721M.

  • 2,930 institutional investors held Walt Disney (DIS) as of Q3 2024, down from 3,023 in Q2 2024.
  • Funds reported $119B of Walt Disney stock for Q3 2024, down 5% quarter-over-quarter.
  • 154 funds opened new Walt Disney positions in Q3 2024 and 216 closed out, a net change of -62 holders.
  • The largest Walt Disney buyer in Q3 2024 was AllianceBernstein, an estimated $880M added.
  • The largest Walt Disney seller in Q3 2024 was Fisher Asset Management, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2024.