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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
AWP
3051
Ascent Wealth Partners
New York
-$7.24M -59,175 Closed
PWP
3052
Perfromance Wealth Partners
Illinois
-$6.88M -56,255 Closed
WI
3053
Wafra Inc
New York
-$6.18M -50,497 Closed
SI
3054
Sora Investors
Pennsylvania
-$6.15M -50,293 Closed
NL
3055
NWAM LLC
Washington
-$5.22M -49,252 Closed
EW
3056
Evoke Wealth
California
-$5.63M -45,992 Closed
AGAM
3057
Avalon Global Asset Management
California
-$5.51M -45,000 Closed
AIMCA
3058
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$5.14M -42,000 Closed
PAMP
3059
Polar Asset Management Partners
Ontario, Canada
-$4.65M -38,000 Closed
BRA
3060
Bender Robert & Associates
California
-$3.59M -33,338 Closed
RFMS
3061
RWQ Financial Management Services
Florida
-$3.93M -32,150 Closed
MCM
3062
Maytus Capital Management
New York
-$3.67M -30,000 Closed
RCM
3063
Radnor Capital Management
Pennsylvania
-$3.65M -29,854 Closed
GCM
3064
Greenland Capital Management
New York
-$3.53M -28,884 Closed
MWM
3065
Meridian Wealth Management
Kentucky
-$3.48M -28,473 Closed
CA
3066
CoreCap Advisors
Michigan
-$3.43M -28,035 Closed
BEAM
3067
Baker Ellis Asset Management
Washington
-$3.18M -26,024 Closed
LWMM
3068
Legacy Wealth Management (Mississippi)
Mississippi
-$3.11M -25,440 Closed
IR
3069
IAT Reinsurance
New York
-$2.82M -23,070 Closed
NC
3070
Nightview Capital
Texas
-$2.82M -23,027 Closed
AM
3071
Account Management
Massachusetts
-$2.75M -22,493 Closed
LCM
3072
Legato Capital Management
California
-$2.69M -21,945 Closed
ACM
3073
Advent Capital Management
New York
-$2.45M -20,000 Closed
BCM
3074
Barometer Capital Management
Ontario, Canada
-$2.13M -19,200 Closed
MHS
3075
M Holdings Securities
Oregon
-$2.25M -18,362 Closed

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.