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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
VWM
3201
Vigilare Wealth Management
Arizona
-$235K -1,923 Closed
AIA
3202
AIMZ Investment Advisors
California
-$235K -1,917 Closed
CBOR
3203
Community Bank of Raymore
Missouri
-$234K -1,912 Closed
SWP
3204
Semus Wealth Partners
Florida
-$234K -1,911 Closed
SDWMA
3205
Schneider Downs Wealth Management Advisors
Pennsylvania
-$233K -1,903 Closed
CW
3206
Channel Wealth
California
-$231K -1,892 Closed
Members Trust
3207
Members Trust
Florida
-$231K -1,887 Closed
PP
3208
Patron Partners
Texas
-$231K -1,884 Closed
PIMG
3209
Patriot Investment Management Group
Tennessee
-$229K -1,876 Closed
NLP
3210
Next Level Private
New York
-$229K -1,873 Closed
CAWM
3211
Capital Advisors Wealth Management
Washington
-$229K -1,871 Closed
JWM
3212
JGP Wealth Management
Oregon
-$229K -1,868 Closed
V
3213
VeraBank
Texas
-$229K -1,868 Closed
RWI
3214
Red Wave Investments
Pennsylvania
-$228K -1,863 Closed
SWM
3215
SilverOak Wealth Management
Minnesota
-$227K -1,856 Closed
DA
3216
Drake & Associates
Wisconsin
-$225K -1,840 Closed
HIG
3217
Heritage Investment Group
Florida
-$225K -1,838 Closed
DWM
3218
Darwin Wealth Management
Florida
-$224K -1,828 Closed
WWM
3219
Waterway Wealth Management
Texas
-$223K -1,825 Closed
SAM
3220
Seelaus Asset Management
New Jersey
-$223K -1,822 Closed
RDWM
3221
Red Door Wealth Management
Tennessee
-$222K -1,816 Closed
TWM
3222
Tradition Wealth Management
Minnesota
-$222K -1,816 Closed
JWM
3223
Jessup Wealth Management
Ohio
-$221K -1,809 Closed
MA
3224
MAS Advisors
Florida
-$221K -1,808 Closed
CCA
3225
Cravens & Co Advisors
Tennessee
-$220K -1,795 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.