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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
PSFG
3276
Prairie Sky Financial Group
Illinois
-$202K -1,650 Closed
SWM
3277
Segment Wealth Management
Texas
-$202K -1,648 Closed
SWM
3278
Shakespeare Wealth Management
Wisconsin
-$202K -1,648 Closed
DI
3279
DDFG Inc
California
-$201K -1,641 Closed
FWA
3280
FSM Wealth Advisors
Ohio
-$201K -1,641 Closed
BC
3281
Brio Consultants
California
-$201K -1,640 Closed
SLC
3282
Second Line Capital
Louisiana
-$201K -1,639 Closed
PMAM
3283
Picton Mahoney Asset Management
Ontario, Canada
-$174K -1,420 Closed
CWAF
3284
Core Wealth Advisors (Florida)
Florida
-$152K -1,242 Closed
MAM
3285
MMA Asset Management
Pennsylvania
-$146K -1,195 Closed
PVH
3286
Psagot Value Holdings
Israel
-$134K -1,098 Closed
VL
3287
Vima LLC
Michigan
-$76.7K -766 Closed
GAG
3288
Goodman Advisory Group
Massachusetts
-$76.8K -628 Closed
IPW
3289
Impact Partnership Wealth
Georgia
-$74.6K -610 Closed
JGCM
3290
Joseph Group Capital Management
Ohio
-$61.2K -500 Closed
OBWP
3291
O'Brien Wealth Partners
Massachusetts
-$51.1K -418 Closed
ITFISA
3292
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$14.7K -125 Closed
APW
3293
Atlantic Private Wealth
North Carolina
-$13.7K -112 Closed
MAM
3294
Marquette Asset Management
Minnesota
-$10.6K -87 Closed
LAM
3295
Lummis Asset Management
Texas
-$7.1K -58 Closed
GFL
3296
Granite FO LLC
New Hampshire
-$3.04K -34 Closed
AIM
3297
Arcadia Investment Management
Michigan
-$2.08K -17 Closed
FSWA
3298
Financial Synergies Wealth Advisors
Texas
-$2.08K -17 Closed
TWP
3299
TFO Wealth Partners
Ohio
-$857 -7 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.