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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
WA
3151
WESPAC Advisors
California
-$279K -2,278 Closed
EIA
3152
Edgemoor Investment Advisors
Maryland
-$278K -2,271 Closed
PCMC
3153
Private Capital Management (Colorado)
Colorado
-$277K -2,265 Closed
MAG
3154
Mayfair Advisory Group
Alabama
-$274K -2,242 Closed
WMP
3155
Wealth Management Partners
Arizona
-$273K -2,229 Closed
JWM
3156
JFG Wealth Management
Colorado
-$273K -2,228 Closed
PCMH
3157
Polymer Capital Management (HK)
Hong Kong
-$269K -2,200 Closed
SLT
3158
St Louis Trust
Missouri
-$265K -2,181 Closed
WW
3159
Westshore Wealth
California
-$265K -2,169 Closed
SWP
3160
Summit Wealth Partners
Florida
-$263K -2,149 Closed
PTC
3161
Philadelphia Trust Company
Pennsylvania
-$261K -2,137 Closed
KWM
3162
Kaydan Wealth Management
Michigan
-$261K -2,133 Closed
CS
3163
Crescent Sterling
Louisiana
-$261K -2,130 Closed
HFP
3164
Holistic Financial Partners
Indiana
-$260K -2,127 Closed
CWA
3165
CJM Wealth Advisers
Virginia
-$257K -2,101 Closed
KIG
3166
Kowal Investment Group
Wisconsin
-$257K -2,099 Closed
HC
3167
Hamilton Capital
Ohio
-$256K -2,096 Closed
EWM
3168
Executive Wealth Management
Michigan
-$254K -2,089 Closed
CW
3169
Cook Wealth
North Carolina
-$235K -2,088 Closed
SFC
3170
Sprinkle Financial Consultants
Colorado
-$254K -2,072 Closed
CWA
3171
Canvas Wealth Advisors
Kansas
-$232K -2,055 Closed
WC
3172
Whitney & Co
New York
-$251K -2,055 Closed
WCM
3173
WealthBridge Capital Management
Ohio
-$251K -2,051 Closed
CFO
3174
Colony Family Offices
North Carolina
-$250K -2,046 Closed
SAM
3175
SignalPoint Asset Management
Missouri
-$249K -2,033 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.