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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
UBS Group
26
UBS Group
Switzerland
$865M +$49.3M +536,137 +6%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$828M -$33.3M -362,129 -4%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$789M +$81.5M +885,917 +12%
Goldman Sachs
29
Goldman Sachs
New York
$784M -$236M -2,561,494 -24%
JP Morgan Chase
30
JP Morgan Chase
New York
$745M -$22.1M -240,449 -3%
Barclays
31
Barclays
United Kingdom
$719M +$244M +2,649,427 +55%
VH
32
ValueAct Holdings
California
$718M +$122M +1,331,200 +22%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$708M +$15M +162,643 +2%
Deutsche Bank
34
Deutsche Bank
Germany
$678M +$68.2M +740,906 +12%
Primecap Management
35
Primecap Management
California
$619M -$5.69M -61,790 -1%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$594M +$411M +4,465,952 +261%
Capital World Investors
37
Capital World Investors
California
$569M +$518K +5,628 +0.1%
FCM
38
Farallon Capital Management
California
$561M +$207M +2,247,400 +63%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$537M -$36.9M -401,559 -7%
LT
40
Lindsell Train
United Kingdom
$524M +$51.6M +561,130 +11%
Swiss National Bank
41
Swiss National Bank
Switzerland
$520M -$1.82M -19,800 -0.4%
Wells Fargo
42
Wells Fargo
California
$508M -$19.3M -209,618 -4%
OTPPB
43
Ontario Teachers' Pension Plan Board
Ontario, Canada
$478M +$70.9M +770,923 +18%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$458M -$39.4M -427,684 -8%
Capital International Investors
45
Capital International Investors
California
$453M +$433M +4,709,248 New
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$429M +$3.71M +40,284 +0.9%
VanEck Associates
47
VanEck Associates
New York
$415M +$212M +2,298,921 +114%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$399M +$201M +2,188,610 +112%
Fidelity International
49
Fidelity International
Bermuda
$397M +$18.4M +200,154 +5%
ClearBridge Investments
50
ClearBridge Investments
New York
$389M +$963K +10,463 +0.3%

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.