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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
Charles Schwab
26
Charles Schwab
California
$1.02B +$16.3M +150,998 +1%
Ameriprise
27
Ameriprise
Minnesota
$988M +$11M +102,210 +1%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$891M -$219M -2,035,341 -18%
UBS Group
29
UBS Group
Switzerland
$840M +$193M +1,795,039 +27%
AllianceBernstein
30
AllianceBernstein
Tennessee
$799M -$94M -873,667 -10%
JP Morgan Chase
31
JP Morgan Chase
New York
$793M -$143M -1,327,786 -14%
Fisher Asset Management
32
Fisher Asset Management
Washington
$788M +$46.3M +429,642 +6%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$726M +$76.4M +709,816 +11%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$715M +$113M +1,047,560 +17%
Primecap Management
35
Primecap Management
California
$645M -$2.87M -26,617 -0.4%
Deutsche Bank
36
Deutsche Bank
Germany
$627M -$101M -937,527 -13%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$610M +$418M +3,881,296 +172%
VH
38
ValueAct Holdings
California
$609M +$77M +715,000 +13%
Citadel Advisors
39
Citadel Advisors
Florida
$598M +$502M +4,662,226 +342%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$594M +$174M +1,613,133 +37%
Capital World Investors
41
Capital World Investors
California
$586M -$38.9M -361,553 -6%
Wells Fargo
42
Wells Fargo
California
$545M -$21.4M -198,471 -3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$539M -$6.46M -60,000 -1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$516M +$47.5M +441,474 +9%
LT
45
Lindsell Train
United Kingdom
$500M -$17.9M -166,200 -3%
Barclays
46
Barclays
United Kingdom
$480M -$165M -1,534,391 -24%
DZ Bank
47
DZ Bank
Germany
$447M +$71.2M +660,973 +17%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$439M -$34.4M -319,744 -7%
OTPPB
49
Ontario Teachers' Pension Plan Board
Ontario, Canada
$417M +$77.9M +723,665 +21%
First Eagle Investment Management
50
First Eagle Investment Management
New York
$401M -$1.39M -12,954 -0.3%

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.