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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
RAM
3076
Rempart Asset Management
Canada
-$241K -2,425 Closed
MWM
3077
MGB Wealth Management
Texas
-$233K -2,400 Closed
BCM
3078
Buckhead Capital Management
Georgia
-$237K -2,384 Closed
A
3079
AJOVista
Massachusetts
-$235K -2,368 Closed
EIA
3080
Eldridge Investment Advisors
New Hampshire
-$235K -2,368 Closed
WWG
3081
West Wealth Group
California
-$235K -2,368 Closed
IWA
3082
IVC Wealth Advisors
Pennsylvania
-$234K -2,356 Closed
HL
3083
HeadInvest LLC
Maine
-$232K -2,341 Closed
Financial Engines Advisors
3084
Financial Engines Advisors
California
-$229K -2,307 Closed
LW
3085
Linscomb Wealth
Texas
-$228K -2,292 Closed
RFA
3086
ROI Financial Advisors
Oregon
-$227K -2,281 Closed
TCM
3087
Traynor Capital Management
Pennsylvania
-$225K -2,263 Closed
AFT
3088
Alpha Family Trust
California
-$224K -2,255 Closed
B
3089
Bellecapital
Switzerland
-$224K -2,255 Closed
PCH
3090
PGIM Custom Harvest
New Jersey
-$224K -2,253 Closed
1W
3091
1776 Wealth
Georgia
-$223K -2,244 Closed
PCM
3092
Pennsylvania Capital Management
Pennsylvania
-$221K -2,221 Closed
CRI
3093
Colonial River Investments
Virginia
-$220K -2,215 Closed
HWMG
3094
Hurlow Wealth Management Group
Indiana
-$217K -2,181 Closed
WP
3095
WealthShield Partners
North Carolina
-$216K -2,174 Closed
IF
3096
IRON Financial
Illinois
-$216K -2,171 Closed
OWMIAS
3097
One Wealth Management Investment & Advisory Services
Florida
-$213K -2,143 Closed
SFC
3098
Swisher Financial Concepts
Ohio
-$209K -2,134 Closed
MHWM
3099
Montz Harcus Wealth Management
Louisiana
-$211K -2,126 Closed
CNB
3100
Camden National Bank
Maine
-$211K -2,124 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.