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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
NEWAS
3226
N.E.W. Advisory Services
Wisconsin
-$219K -1,793 Closed
IWP
3227
Innova Wealth Partners
Pennsylvania
-$219K -1,791 Closed
BWM
3228
Buckley Wealth Management
Nevada
-$219K -1,790 Closed
DWM
3229
Defined Wealth Management
Oregon
-$219K -1,787 Closed
SFG
3230
Sunburst Financial Group
Alabama
-$216K -1,781 Closed
JWM
3231
JPL Wealth Management
Colorado
-$217K -1,777 Closed
FA
3232
Faithward Advisors
Pennsylvania
-$217K -1,776 Closed
SSWM
3233
Smith Salley Wealth Management
North Carolina
-$217K -1,774 Closed
KWM
3234
KFG Wealth Management
Indiana
-$217K -1,771 Closed
GCA
3235
Genesee Capital Advisors
New York
-$217K -1,770 Closed
BFG
3236
Bouchey Financial Group
New York
-$215K -1,760 Closed
CP
3237
Covenant Partners
Tennessee
-$215K -1,757 Closed
RW
3238
REDW Wealth
New Mexico
-$215K -1,757 Closed
IWN
3239
Independent Wealth Network
Iowa
-$215K -1,756 Closed
UWPG
3240
Ullmann Wealth Partners Group
Florida
-$215K -1,756 Closed
FIBT
3241
First International Bank & Trust
North Dakota
-$215K -1,754 Closed
GC
3242
Gilbert & Cook
Iowa
-$214K -1,750 Closed
HWM
3243
HFR Wealth Management
New York
-$213K -1,740 Closed
HBWM
3244
Hollow Brook Wealth Management
New York
-$213K -1,738 Closed
TCWM
3245
Total Clarity Wealth Management
Illinois
-$213K -1,738 Closed
PW
3246
Peninsula Wealth
California
-$212K -1,731 Closed
SFG
3247
Sather Financial Group
Texas
-$212K -1,731 Closed
WA
3248
Wambolt & Associates
Colorado
-$210K -1,726 Closed
CFA
3249
Cahill Financial Advisors
Minnesota
-$211K -1,723 Closed
SB
3250
Sunflower Bank
Texas
-$211K -1,721 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.