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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
IMC Chicago
501
IMC Chicago
Illinois
$11.2M +$12.2M +113,177 New
AP
502
Appleton Partners
Massachusetts
$11.1M +$2.41M +22,427 +25%
ECM
503
Evergreen Capital Management
Washington
$11.1M +$1.69M +15,736 +16%
BFG
504
Bleakley Financial Group
New Jersey
$11M +$121K +1,122 +1%
SWP
505
Stratos Wealth Partners
Ohio
$11M -$49.6K -461 -0.4%
RIA
506
RPG Investment Advisory
California
$11M -$8.4K -78 -0.1%
PAM
507
Peak Asset Management
Colorado
$11M +$63.4K +589 +0.5%
JC
508
Jacobs & Co
California
$11M +$542K +5,038 +5%
QI
509
QV Investors
Alberta, Canada
$11M -$236K -2,190 -2%
PTEAP
510
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$10.9M
LGF
511
LGT Group Foundation
Liechtenstein
$10.8M -$1.13M -10,543 -9%
FNBT
512
FineMark National Bank & Trust
Florida
$10.8M +$142K +1,316 +1%
ADEF
513
Adams Diversified Equity Fund
Maryland
$10.7M -$1.19M -11,100 -9%
NA
514
NewEdge Advisors
Louisiana
$10.7M +$720K +6,686 +7%
EIP
515
Easterly Investment Partners
Massachusetts
$10.6M -$3.92M -36,411 -25%
ACIM
516
Azimuth Capital Investment Management
Michigan
$10.6M -$209K -1,939 -2%
IB
517
Iyo Bank
Japan
$10.6M +$1.44M +13,400 +14%
FG
518
Fiduciary Group
Georgia
$10.6M -$171K -1,587 -1%
SLAM
519
Swiss Life Asset Management
$10.6M -$4M -37,143 -26%
SI
520
Stephens Inc
Arkansas
$10.6M -$152K -1,416 -1%
JFG
521
Jefferies Financial Group
New York
$10.5M -$23.5M -218,165 -67%
CAM
522
Centre Asset Management
New York
$10.5M +$253K +2,347 +2%
TMAM
523
Tokio Marine Asset Management
Japan
$10.5M +$38.5K +358 +0.3%
SAM
524
Securian Asset Management
Minnesota
$10.4M -$346K -3,213 -3%
EH
525
Equitable Holdings
New York
$10.3M +$24.9K +231 +0.2%

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.