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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
TA
476
Townsend & Associates
Colorado
$12.7M +$406K +3,772 +3%
FLPIM
477
F.L. Putnam Investment Management
Massachusetts
$12.6M +$126K +1,175 +0.9%
BFA
478
Bragg Financial Advisors
North Carolina
$12.6M +$332K +3,084 +2%
RJT
479
Raymond James Trust
Florida
$12.5M -$730K -6,784 -5%
BFS
480
Bradley Foster & Sargent
Connecticut
$12.5M -$905K -8,410 -6%
LIM
481
Lathrop Investment Management
Arkansas
$12.5M +$222K +2,063 +2%
LI
482
LMCG Investments
Massachusetts
$12.3M +$3.13M +29,064 +31%
SW
483
Simplicity Wealth
New Jersey
$12.3M +$430K +3,995 +3%
WTB
484
Washington Trust Bank
Washington
$12.3M +$783K +7,276 +6%
DWM
485
Dakota Wealth Management
Florida
$12.3M -$8.91M -82,760 -40%
WT
486
Washington Trust
Rhode Island
$12.1M -$79.4K -738 -0.6%
LDB
487
Lee, Danner & Bass
Tennessee
$11.9M +$12.9M +120,111 New
OCM
488
Olstein Capital Management
New York
$11.8M
SBWIC
489
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.8M -$222K -2,065 -2%
SSB
490
Sandy Spring Bank
Maryland
$11.8M -$593K -5,510 -4%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$11.7M -$132K -1,227 -1%
AAS
492
Avantax Advisory Services
Texas
$11.7M +$1.29M +12,013 +11%
HIMCH
493
Hartford Investment Management Co (HIMCO)
Connecticut
$11.6M -$189K -1,755 -1%
BAMF
494
BI Asset Management Fondsmaeglerselskab
Denmark
$11.6M +$7.54M +70,013 +150%
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$11.5M +$269K +2,496 +2%
NSAM
496
North Star Asset Management
Wisconsin
$11.5M +$360K +3,347 +3%
HP
497
Hosking Partners
United Kingdom
$11.3M -$1.82M -16,872 -13%
PFPT
498
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.3M +$191K +1,778 +2%
BCM
499
Brookstone Capital Management
Illinois
$11.3M +$1.51M +14,000 +14%
First Trust Advisors
500
First Trust Advisors
Illinois
$11.3M -$4.37M -40,604 -26%

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.