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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
MWM
501
Modera Wealth Management
New Jersey
$10.2M +$244K +2,657 +3%
MGP
502
Metis Global Partners
California
$10.2M +$199K +2,165 +2%
PAM
503
Peak Asset Management
Colorado
$10.1M -$485K -5,272 -5%
FG
504
Fiduciary Group
Georgia
$10.1M -$149K -1,621 -2%
SI
505
Stephens Inc
Arkansas
$10.1M -$178K -1,939 -2%
FNBT
506
FineMark National Bank & Trust
Florida
$10M -$371K -4,033 -4%
RIM
507
Rakuten Investment Management
Japan
$9.91M +$2.33M +25,325 +33%
LSERS
508
Louisiana State Employees Retirement System
Louisiana
$9.82M -$92K -1,000 -1%
BIAS
509
Beacon Investment Advisory Services
New Jersey
$9.77M -$187K -2,032 -2%
BC
510
Blackhill Capital
New Jersey
$9.76M
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$9.75M -$1.34M -14,517 -13%
NA
512
NewEdge Advisors
Louisiana
$9.75M -$549K -5,968 -6%
Fisher Asset Management
513
Fisher Asset Management
Washington
$9.74M -$721M -7,833,805 -99%
MA
514
MSA Advisors
California
$9.73M +$1.01M +10,930 +12%
LKIM
515
Lawson Kroeker Investment Management
Nebraska
$9.72M -$2.39K -26 -0%
KA
516
KLCM Advisors
Wisconsin
$9.71M +$487K +5,290 +6%
Nomura Holdings
517
Nomura Holdings
Japan
$9.68M -$8.84M -96,052 -49%
DI
518
DRH Investments
California
$9.67M -$23.4K -254 -0.3%
TRCT
519
Tower Research Capital (TRC)
New York
$9.66M -$4.46M -48,518 -33%
SAM
520
Securian Asset Management
Minnesota
$9.65M -$416K -4,520 -4%
PWP
521
Private Wealth Partners
California
$9.64M +$884K +9,604 +11%
MGIA
522
Matthew Goff Investment Advisor
Texas
$9.63M -$60K -652 -0.6%
CWM
523
Congress Wealth Management
Massachusetts
$9.62M +$3.52M +38,247 +62%
CLGM
524
Capitolis Liquid Global Markets
New York
$9.62M
ECU
525
Eisler Capital (UK)
United Kingdom
$9.6M +$3.7M +40,235 +68%

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.