We are live on ! Find out more
DIS icon

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
GT
326
Glenmede Trust
Pennsylvania
$25.2M -$2.61M -24,272 -9%
DP
327
Dundas Partners
United Kingdom
$25.1M +$276K +2,567 +1%
HF
328
HRT Financial
New York
$25.1M +$27.2M +252,497 New
Diamond Hill Capital Management
329
Diamond Hill Capital Management
Ohio
$24.9M -$1.19M -11,090 -4%
PTC
330
Petrus Trust Company
Texas
$24.8M
GAM
331
Gotham Asset Management
New York
$24.6M +$12.9M +120,148 +94%
SCA
332
STALEY CAPITAL ADVISERS
Pennsylvania
$24.5M -$2.06M -19,095 -7%
YCM
333
Yousif Capital Management
Michigan
$24.4M -$651K -6,051 -2%
Vontobel Holding
334
Vontobel Holding
Switzerland
$24.3M -$7.14M -66,285 -21%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$24.3M -$348K -3,236 -1%
GS
336
GTS Securities
New York
$24.2M +$3.48M +32,305 +15%
BCM
337
Becker Capital Management
Oregon
$24.2M -$275K -2,551 -1%
MAM
338
Mark Asset Management
New York
$24.2M +$2.27M +21,094 +9%
SIM
339
Sprucegrove Investment Management
Ontario, Canada
$24.2M +$237K +2,200 +0.9%
MPM
340
MBB Public Markets
Illinois
$23.9M +$19.5M +181,194 +305%
AWM
341
AE Wealth Management
Kansas
$23.7M +$3.32M +30,805 +15%
WPC
342
Waters Parkerson & Co
Louisiana
$23.6M +$767K +7,126 +3%
ZIG
343
Zurich Insurance Group
Switzerland
$23.5M -$30.8M -286,567 -55%
RMA
344
Roffman Miller Associates
Pennsylvania
$23.5M +$255K +2,366 +1%
CCP
345
Clarkston Capital Partners
Michigan
$23.3M +$596K +5,535 +2%
CFB
346
Cullen/Frost Bankers
Texas
$23.2M +$1.29M +11,995 +5%
RMDI
347
R.M. Davis Inc
Maine
$23.2M +$803K +7,455 +3%
GC
348
Giverny Capital
Quebec, Canada
$23.2M +$53.4K +496 +0.2%
CIM
349
Corda Investment Management
Texas
$23M -$528K -4,908 -2%
GPCM
350
Greenbrier Partners Capital Management
Texas
$23M

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.