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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
VCG
3251
Vantage Consulting Group
Virginia
-$211K -1,721 Closed
WG
3252
Watchman Group
Texas
-$210K -1,718 Closed
BWA
3253
Bordeaux Wealth Advisors
California
-$210K -1,714 Closed
AFG
3254
ABLE Financial Group
Arizona
-$209K -1,708 Closed
BWA
3255
BlueSky Wealth Advisors
North Carolina
-$209K -1,708 Closed
KCM
3256
Kaye Capital Management
California
-$209K -1,706 Closed
BWA
3257
Blodgett Wealth Advisors
California
-$208K -1,703 Closed
GCIA
3258
Gabelli & Co Investment Advisers
New York
-$208K -1,700 Closed
IFPL
3259
Investments & Financial Planning LLC
Kentucky
-$207K -1,691 Closed
FPGK
3260
Financial Partners Group (Kansas)
Kansas
-$207K -1,688 Closed
MM
3261
Meridian Management
Arkansas
-$206K -1,686 Closed
WF
3262
Whelan Financial
California
-$206K -1,686 Closed
HIA
3263
HTG Investment Advisors
Connecticut
-$206K -1,684 Closed
SRC
3264
Sage Rhino Capital
California
-$206K -1,682 Closed
WDL
3265
Well Done LLC
Michigan
-$205K -1,676 Closed
MWP
3266
Madison Wealth Partners
Wisconsin
-$205K -1,673 Closed
CCIA
3267
Cherry Creek Investment Advisors
Colorado
-$204K -1,666 Closed
VRM
3268
Vectors Research Management
New York
-$204K -1,664 Closed
UWM
3269
USAdvisors Wealth Management
Minnesota
-$201K -1,662 Closed
JBA
3270
Johnson Bixby & Associates
Washington
-$203K -1,661 Closed
RRWA
3271
Rainey & Randall Wealth Advisors
Florida
-$203K -1,660 Closed
SIC
3272
Shoker Investment Counsel
Ohio
-$202K -1,660 Closed
MSCM
3273
McElhenny Sheffield Capital Management
Texas
-$202K -1,655 Closed
SA
3274
Shilanski & Associates
Alaska
-$202K -1,653 Closed
MAP
3275
Moody Aldrich Partners
Massachusetts
-$202K -1,651 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.