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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
FPCG
3176
Fort Pitt Capital Group
Pennsylvania
-$248K -2,027 Closed
DC
3177
Defender Capital
North Carolina
-$246K -2,013 Closed
HCRE
3178
Hoya Capital Real Estate
Connecticut
-$245K -2,004 Closed
MW
3179
MBL Wealth
North Carolina
-$245K -2,002 Closed
WTG
3180
West Tower Group
Virginia
-$245K -2,000 Closed
SL
3181
SWMG LLC
Texas
-$245K -1,999 Closed
GWM
3182
Gray Wealth Management
Maine
-$244K -1,997 Closed
OQS
3183
Occudo Quantitative Strategies
Florida
-$244K -1,993 Closed
BWP
3184
Bernardo Wealth Planning
Pennsylvania
-$243K -1,989 Closed
YCG
3185
Yeomans Consulting Group
Georgia
-$243K -1,985 Closed
CP
3186
Canopy Partners
Ohio
-$243K -1,982 Closed
FWM
3187
FMB Wealth Management
California
-$242K -1,981 Closed
CWM
3188
Concentrum Wealth Management
California
-$242K -1,976 Closed
SCI
3189
Silver Coast Investments
United States
-$242K -1,974 Closed
BO
3190
Bank OZK
Arkansas
-$241K -1,973 Closed
FPIS
3191
Financial Planning & Information Services
Wisconsin
-$241K -1,973 Closed
LF
3192
Lee Financial
Texas
-$241K -1,969 Closed
APW
3193
Austin Private Wealth
Texas
-$234K -1,966 Closed
WWMSC
3194
Wagner Wealth Management (South Carolina)
South Carolina
-$241K -1,966 Closed
HPM
3195
Hoxton Planning & Management
West Virginia
-$240K -1,960 Closed
SRL
3196
Scientech Research LLC
New Jersey
-$239K -1,956 Closed
SPC
3197
Spirepoint Private Client
Florida
-$239K -1,950 Closed
MSR
3198
Main Street Research
Connecticut
-$237K -1,933 Closed
NL
3199
Navalign LLC
California
-$236K -1,932 Closed
DCM
3200
Dimension Capital Management
Florida
-$235K -1,923 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.