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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
WCFA
3126
Walkner Condon Financial Advisors
Wisconsin
-$377K -3,085 Closed
SC
3127
Shay Capital
New York
-$367K -3,000 Closed
TA
3128
TruWealth Advisors
Louisiana
-$367K -2,997 Closed
BDFN
3129
Bond & Devick Financial Network
Minnesota
-$346K -2,829 Closed
APW
3130
Aurora Private Wealth
New Jersey
-$338K -2,781 Closed
CCT
3131
Capital City Trust
Florida
-$339K -2,768 Closed
WAM
3132
Walker Asset Management
Missouri
-$332K -2,711 Closed
SAM
3133
Summit Asset Management
Tennessee
-$330K -2,700 Closed
KPWG
3134
KFA Private Wealth Group
Virginia
-$329K -2,691 Closed
Q
3135
QVR
California
-$329K -2,691 Closed
FFA
3136
Florida Financial Advisors
Florida
-$322K -2,629 Closed
RIP
3137
RAM Investment Partners
Washington
-$320K -2,618 Closed
AA
3138
AJ Advisors
Tennessee
-$314K -2,565 Closed
SFB
3139
STAR Financial Bank
Indiana
-$309K -2,525 Closed
TFA
3140
Teamwork Financial Advisors
Texas
-$309K -2,524 Closed
GB
3141
Goepper Burkhardt
South Carolina
-$263K -2,487 Closed
BWM
3142
BCS Wealth Management
Tennessee
-$299K -2,444 Closed
BW
3143
BIP Wealth
Georgia
-$295K -2,409 Closed
WFA
3144
WestHill Financial Advisors
California
-$294K -2,401 Closed
FCCM
3145
First City Capital Management
Georgia
-$293K -2,397 Closed
IDBONY
3146
Israel Discount Bank of New York
New York
-$290K -2,374 Closed
GWMIA
3147
Global Wealth Management Investment Advisory
Florida
-$289K -2,358 Closed
AFP
3148
Alpha Financial Partners
Kentucky
-$287K -2,347 Closed
AAM
3149
AMI Asset Management
California
-$282K -2,303 Closed
CIG
3150
Cascade Investment Group
Colorado
-$280K -2,289 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.