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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
ETC
526
Exchange Traded Concepts
Oklahoma
$9.58M -$341K -3,702 -4%
CIA
527
CCM Investment Advisers
South Carolina
$9.49M +$202K +2,192 +2%
AFG
528
Albion Financial Group
Utah
$9.36M +$381K +4,143 +4%
B
529
Bailard
California
$9.34M -$101K -1,099 -1%
EIP
530
Easterly Investment Partners
Massachusetts
$9.27M -$983K -10,684 -10%
NAMA
531
Nikko Asset Management Americas
New York
$9.24M -$234K -2,547 -3%
BWP
532
Barlow Wealth Partners
Kentucky
$9.22M +$14.4K +157 +0.2%
NFC
533
Northeast Financial Consultants
Connecticut
$9.21M +$828 +9 +0%
SPIA
534
Steward Partners Investment Advisory
New York
$9.16M -$186K -2,021 -2%
BBA
535
Baader Bank Aktiengesellschaft
Germany
$9.14M +$55.8K +606 +0.6%
Wealthfront Advisers
536
Wealthfront Advisers
California
$9.14M -$753K -8,184 -8%
CWM
537
Cabot Wealth Management
Massachusetts
$9.08M +$165K +1,792 +2%
SCM
538
Shelton Capital Management
Colorado
$9.03M -$37K -402 -0.4%
ABTD
539
Arvest Bank Trust Division
Oklahoma
$9.02M +$8.63M +93,752 New
TAM
540
Trillium Asset Management
Massachusetts
$9.01M -$336K -3,654 -4%
LC
541
Lincoln Capital
Nebraska
$8.97M -$381K -4,138 -4%
IPAM
542
ICICI Prudential Asset Management
India
$8.94M +$4.1M +44,535 +92%
SIM
543
Seaview Investment Managers
Florida
$8.9M -$62.8K -683 -0.7%
WF
544
WoodTrust Financial
Wisconsin
$8.88M +$823K +8,947 +11%
PF
545
Phoenix Financial
Israel
$8.86M +$824K +8,955 +11%
JGUA
546
John G. Ullman & Associates
New York
$8.86M +$350K +3,800 +4%
MHIC
547
Marble Harbor Investment Counsel
Massachusetts
$8.86M +$186K +2,020 +2%
NEI
548
Northwest & Ethical Investments
Ontario, Canada
$8.84M +$1.15M +12,506 +16%
FNBOO
549
First National Bank of Omaha
Nebraska
$8.84M -$128K -1,396 -1%
DWM
550
Dakota Wealth Management
Florida
$8.75M -$3.05M -33,107 -27%

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.