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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
LIA
3126
Lynx Investment Advisory
District of Columbia
-$112K -1,128 Closed
KFS
3127
Kelly Financial Services
Massachusetts
-$105K -1,053 Closed
CB
3128
Chris Bulman
California
-$81.6K -822 Closed
TCCM
3129
Timber Creek Capital Management
Massachusetts
-$70.8K -713 Closed
OCM
3130
Orion Capital Management
California
-$54.5K -549 Closed
AFIA
3131
America First Investment Advisors
Nebraska
-$53.6K -540 Closed
CFM
3132
Catalyst Funds Management
Australia
-$49.6K -500 Closed
CP
3133
Camelot Portfolios
Ohio
-$40.7K -410 Closed
CM
3134
Capula Management
Cayman Islands
-$40.3K -406 Closed
HFM
3135
Harvest Fund Management
China
-$39K -390 Closed
MSWM
3136
Mowery & Schoenfeld Wealth Management
Illinois
-$14.1K -142 Closed
TWP
3137
Triad Wealth Partners
Kansas
-$14K -141 Closed
LFA
3138
LGT Financial Advisors
Texas
-$10.7K -107 Closed
FW
3139
Fairway Wealth
Ohio
-$9.33K -94 Closed
TC
3140
Trust Company
Kansas
-$5.46K -55 Closed
SMFG
3141
Sumitomo Mitsui Financial Group
Japan
-$5.11K -50 Closed
DWA
3142
Delos Wealth Advisors
Texas
-$4.47K -45 Closed
NOI
3143
Newton One Investments
Delaware
-$3.79K -38 Closed
CAM
3144
Creekmur Asset Management
Illinois
-$2.68K -27 Closed
DMIC
3145
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$1.09K -11 Closed
CC
3146
Cultivar Capital
Texas
-$990 -10 Closed
HFS
3147
Horizon Financial Services
North Carolina
-$298 -3 Closed
IC
3148
Innealta Capital
Texas
-$99 -1 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.