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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
B
3076
Bensler
Washington
-$2M -16,344 Closed
NERM
3077
New England Research & Management
Illinois
-$1.87M -15,262 Closed
DFG
3078
Delta Financial Group
New Jersey
-$1.8M -14,696 Closed
Connor, Clark & Lunn Investment Management (CC&L)
3079
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.76M -14,408 Closed
DA
3080
Dash Acquisitions
California
-$1.58M -13,965 Closed
CPL
3081
Corecam Pte Ltd
-$1.49M -12,200 Closed
EAM
3082
EFG Asset Management
Oregon
-$1.48M -12,092 Closed
CGF
3083
Constant Guidance Financial
Massachusetts
-$1.3M -11,065 Closed
SPI
3084
Sutton Place Investors
New York
-$1.31M -10,724 Closed
AWC
3085
Abundance Wealth Counselors
Pennsylvania
-$1.26M -10,271 Closed
MCWA
3086
Meadow Creek Wealth Advisors
Georgia
-$1.18M -9,682 Closed
LAS
3087
Lloyd Advisory Services
Georgia
-$1.16M -9,515 Closed
SL
3088
Sonnipe Ltd
Isle Of Man
-$1.05M -8,610 Closed
BL
3089
Balentine LLC
Georgia
-$1.05M -8,542 Closed
WLG
3090
Williamson Legacy Group
Indiana
-$1.01M -8,223 Closed
BBNA
3091
Bremer Bank National Association
Minnesota
-$960K -7,849 Closed
CBFP
3092
Cedar Brook Financial Partners
Ohio
-$917K -7,492 Closed
ARC
3093
Advisor Resource Council
Texas
-$676K -7,490 Closed
MMC
3094
Mizuho Markets Cayman
Cayman Islands
-$667K -7,388 Closed
ES
3095
Eagle Strategies
New York
-$894K -7,305 Closed
MTWM
3096
Masso Torrence Wealth Management
New Jersey
-$837K -6,838 Closed
OFS
3097
OneAscent Financial Services
Alabama
-$815K -6,659 Closed
PS
3098
Portfolio Strategies
New York
-$812K -6,633 Closed
MCM
3099
Mainstay Capital Management
Michigan
-$809K -6,613 Closed
FA
3100
FDx Advisors
Illinois
-$745K -6,086 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.