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Walt Disney

2,930 hedge funds and large institutions have $119B invested in Walt Disney in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 1,057 increasing their positions, 1,442 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 67.87%68.55% (+0.68%)

3% less funds holding

Funds holding: 3,0232,930 (-93)

5% less capital invested

Capital invested by funds: $125B → $119B (-$6.3B)

14% less call options, than puts

Call options by funds: $3.94B | Put options by funds: $4.6B

23% less funds holding in top 10

Funds holding in top 10: 5240 (-12)

27% less repeat investments, than reductions

Existing positions increased: 1,057 | Existing positions reduced: 1,442

29% less first-time investments, than exits

New positions opened: 154 | Existing positions closed: 216

Holders
2,930
Holders Change
-93
Holders Change %
-3.08%
% of All Funds
42.07%
Holding in Top 10
40
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.08%
% of All Funds
0.57%
New
154
Increased
1,057
Reduced
1,442
Closed
216
Calls
$3.94B
Puts
$4.6B
Net Calls
-$655M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
401
Grimes & Company
Massachusetts
$15.8M -$164K -1,780 -1%
WTC
402
WhitTier Trust Company
Nevada
$15.8M -$195K -2,121 -1%
PA
403
Pinnacle Associates
New York
$15.6M -$84.7K -921 -0.5%
CCP
404
Clifford Capital Partners
Utah
$15.4M -$506K -5,499 -3%
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$15.2M +$116K +1,262 +0.8%
AF
406
Ally Financial
Michigan
$15.2M
OCM
407
Olstein Capital Management
New York
$15.1M +$3.5M +38,000 +32%
CSIC
408
Clifford Swan Investment Counsel
California
$15.1M -$675K -7,335 -4%
OPERF
409
Oregon Public Employees Retirement Fund
Oregon
$14.9M -$123K -1,340 -0.9%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$14.8M -$15.1M -164,030 -52%
TAM
411
Taurus Asset Management
New York
$14.7M +$585K +6,354 +4%
AWS
412
Atria Wealth Solutions
New York
$14.6M -$1.52M -16,520 -10%
AI
413
Atria Investments
North Carolina
$14.6M +$699K +7,594 +5%
Kovitz Investment Group Partners
414
Kovitz Investment Group Partners
Illinois
$14.5M +$2.7M +29,297 +20%
WTA
415
Washington Trust Advisors
Massachusetts
$14.4M -$42.2K -459 -0.3%
RC
416
RBO & Co
California
$14.4M +$277K +3,012 +2%
LI
417
LMCG Investments
Massachusetts
$14.2M +$2.13M +23,116 +19%
PP
418
Prudential plc
United Kingdom
$14.1M +$7.91K +86 +0.1%
BMSSC
419
B. Metzler seel. Sohn & Co
Germany
$14.1M -$760K -8,259 -5%
TA
420
Townsend & Associates
Colorado
$14.1M +$502K +5,458 +4%
CCM
421
Chilton Capital Management
Texas
$14M -$96.6K -1,050 -0.7%
WJWM
422
Williams Jones Wealth Management
New York
$13.9M +$657K +7,138 +5%
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$13.9M -$713K -7,754 -5%
SYBT
424
Stock Yards Bank & Trust
Kentucky
$13.9M -$1.54M -16,745 -10%
GIBU
425
Gulf International Bank (UK)
United Kingdom
$13.9M -$605K -6,580 -4%

DIS Hedge Fund Activity: Q3 2024 in Review

2,930 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2024, worth a combined $119B — down 5% from $125B a quarter earlier.

Sellers outnumbered buyers: 216 funds closed out of DIS and 154 opened new positions — a net loss of 62 holders — while 1,442 trimmed existing stakes and 1,057 added.

The largest buyer was AllianceBernstein, adding an estimated $880M. The largest seller was Fisher Asset Management, cutting an estimated $721M.

  • 2,930 institutional investors held Walt Disney (DIS) as of Q3 2024, down from 3,023 in Q2 2024.
  • Funds reported $119B of Walt Disney stock for Q3 2024, down 5% quarter-over-quarter.
  • 154 funds opened new Walt Disney positions in Q3 2024 and 216 closed out, a net change of -62 holders.
  • The largest Walt Disney buyer in Q3 2024 was AllianceBernstein, an estimated $880M added.
  • The largest Walt Disney seller in Q3 2024 was Fisher Asset Management, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2024.