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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
OPERF
426
Oregon Public Employees Retirement Fund
Oregon
$15.5M -$37K -344 -0.2%
JAM
427
Jupiter Asset Management
United Kingdom
$15.4M +$16.7M +154,765 New
BMSSC
428
B. Metzler seel. Sohn & Co
Germany
$15.4M -$461K -4,280 -3%
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$15.3M +$2.59M +24,078 +19%
CAM
430
Crake Asset Management
United Kingdom
$15.2M +$4.99M +46,346 +43%
GIBU
431
Gulf International Bank (UK)
United Kingdom
$15M -$362K -3,363 -2%
WTA
432
Washington Trust Advisors
Massachusetts
$14.9M -$230K -2,138 -1%
Rafferty Asset Management
433
Rafferty Asset Management
New York
$14.9M +$680K +6,318 +4%
TS
434
Tamar Securities
California
$14.8M +$2.93M +27,230 +22%
TRCT
435
Tower Research Capital (TRC)
New York
$14.8M -$1.57M -14,545 -9%
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$14.7M +$840K +7,803 +6%
SFI
437
Susquehanna Fundamental Investments
Pennsylvania
$14.6M +$3.72M +34,600 +31%
VHAM
438
Van Hulzen Asset Management
California
$14.6M -$223K -2,069 -1%
TAM
439
Taurus Asset Management
New York
$14.6M -$213K -1,978 -1%
CCM
440
Chilton Capital Management
Texas
$14.6M +$1.46M +13,566 +10%
PP
441
Prudential plc
United Kingdom
$14.6M +$534K +4,963 +3%
RC
442
RBO & Co
California
$14.5M -$17.5K -163 -0.1%
AC
443
Addenda Capital
Quebec, Canada
$14.3M +$621K +5,771 +4%
AI
444
Atria Investments
North Carolina
$14.3M -$1.13M -10,505 -7%
MSRPS
445
Maryland State Retirement & Pension System
Maryland
$14.2M
PI
446
PEAK6 Investments
Illinois
$14.2M +$10.4M +96,769 +209%
CCB
447
Country Club Bank
Missouri
$14M -$67K -622 -0.5%
BPWM
448
Badgley Phelps Wealth Managers
Washington
$14M +$206K +1,912 +1%
QCM
449
QRG Capital Management
Illinois
$14M +$378K +3,510 +3%
MSU
450
Mizuho Securities USA
New York
$14M +$15.1M +140,560 New

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.