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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
ROTUOC
3101
Regents of the University of California
California
-$734K -6,000 Closed
HWM
3102
Hohimer Wealth Management
Washington
-$703K -5,748 Closed
IGGA
3103
Iron Gate Global Advisors
Utah
-$690K -5,668 Closed
CWA
3104
CM Wealth Advisors
Ohio
-$574K -5,448 Closed
GAM
3105
Grandview Asset Management
Pennsylvania
-$622K -5,081 Closed
GGS
3106
Galvin Gaustad & Stein
Arizona
-$553K -4,520 Closed
FMI
3107
F/M Investments
District of Columbia
-$555K -4,431 Closed
SHFP
3108
Second Half Financial Partners
Florida
-$540K -4,413 Closed
FFP
3109
FourThought Financial Partners
Florida
-$530K -4,332 Closed
HFRG
3110
Houlihan Financial Resource Group
Virginia
-$478K -3,907 Closed
FCIM
3111
Fairview Capital Investment Management
California
-$465K -3,797 Closed
SAW
3112
Signal Advisors Wealth
Michigan
-$447K -3,654 Closed
PPP
3113
Private Portfolio Partners
New Jersey
-$442K -3,611 Closed
SICM
3114
Sustainable Insight Capital Management
New York
-$440K -3,600 Closed
JWWM
3115
Johnson & White Wealth Management
Pennsylvania
-$440K -3,592 Closed
AA
3116
AlphaQ Advisors
Florida
-$431K -3,525 Closed
SFS
3117
Stiles Financial Services
Minnesota
-$419K -3,419 Closed
FM
3118
Family Management
New York
-$416K -3,400 Closed
DCM
3119
Driehaus Capital Management
Illinois
-$411K -3,361 Closed
GFG
3120
Greystone Financial Group
Michigan
-$405K -3,313 Closed
BBP
3121
Banco BTG Pactual
Brazil
-$404K -3,300 Closed
DWA
3122
Delap Wealth Advisory
Oregon
-$393K -3,208 Closed
AIP
3123
Almanack Investment Partners
Pennsylvania
-$386K -3,151 Closed
JFL
3124
Jarislowsky, Fraser Ltd
Quebec, Canada
-$384K -3,139 Closed
WWS
3125
Wellington Wealth Strategies
Indiana
-$380K -3,107 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.