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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
VLKIM
451
Van Lanschot Kempen Investment Management
Netherlands
$13.9M -$16.4M -152,538 -52%
Group One Trading
452
Group One Trading
Illinois
$13.9M +$4.61M +42,785 +44%
KB
453
Kimelman & Baird
New York
$13.7M +$14.9M +137,996 New
WJWM
454
Williams Jones Wealth Management
New York
$13.7M +$1.33M +12,373 +10%
KRS
455
Kentucky Retirement Systems
Kentucky
$13.6M -$207K -1,924 -1%
SAIG
456
Semper Augustus Investments Group
Colorado
$13.6M +$590K +5,482 +4%
SCA
457
Stonebridge Capital Advisors
Minnesota
$13.4M +$95.6K +888 +0.7%
CTC (Chicago Trading Company)
458
CTC (Chicago Trading Company)
Illinois
$13.2M -$8.1M -75,257 -36%
TB
459
Terril Brothers
Missouri
$13.2M -$88.1K -818 -0.6%
MCM
460
MAI Capital Management
Ohio
$13.1M +$314K +2,913 +2%
JGC
461
J. Goldman & Co
New York
$13.1M +$14.2M +132,001 New
Wolverine Trading
462
Wolverine Trading
Illinois
$13M +$8.84M +82,130 +169%
FT
463
Fiduciary Trust
Massachusetts
$13M -$697K -6,478 -5%
GKWIM
464
Gerber Kawasaki Wealth & Investment Management
California
$12.9M -$447K -4,148 -3%
Pacer Advisors
465
Pacer Advisors
Pennsylvania
$12.9M +$621K +5,772 +5%
SAM
466
Silvercrest Asset Management
New York
$12.9M -$366K -3,403 -3%
AA
467
Apriem Advisors
California
$12.8M -$197K -1,832 -1%
GH
468
GAM Holding
Switzerland
$12.8M +$745K +6,924 +6%
SAM
469
Sawgrass Asset Management
Florida
$12.8M -$294K -2,732 -2%
OPCM
470
Osborne Partners Capital Management
California
$12.7M -$114K -1,063 -0.8%
BFIM
471
Beese Fulmer Investment Management
Ohio
$12.7M -$12.8K -119 -0.1%
KOCAA
472
Knights of Columbus Asset Advisors
Connecticut
$12.7M -$867K -8,056 -6%
VPIM
473
Vanguard Personalized Indexing Management
California
$12.7M +$831K +7,718 +6%
LCM
474
Laurion Capital Management
New York
$12.7M +$13.8M +127,850 New
PAIM
475
Punch & Associates Investment Management
Minnesota
$12.7M +$167K +1,552 +1%

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.