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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
MA
576
MSA Advisors
California
$8.96M -$1M -9,300 -9%
BWP
577
Barlow Wealth Partners
Kentucky
$8.95M +$97.6K +907 +0.9%
MHIC
578
Marble Harbor Investment Counsel
Massachusetts
$8.94M +$65.7K +610 +0.7%
CTA
579
Colonial Trust Advisors
South Carolina
$8.91M -$7K -65 -0.1%
PI
580
Parkside Investments
Illinois
$8.89M -$70K -650 -0.7%
FCMC
581
Founders Capital Management (Connecticut)
Connecticut
$8.8M -$322K -2,989 -3%
M
582
MOTCO
Texas
$8.79M +$313K +2,910 +3%
GG
583
Greenwood Gearhart
Arkansas
$8.77M -$31.1K -289 -0.3%
JGUA
584
John G. Ullman & Associates
New York
$8.77M +$814K +7,565 +9%
BFO
585
Boston Family Office
Massachusetts
$8.72M +$127K +1,180 +1%
CA
586
CSM Advisors
Pennsylvania
$8.68M +$3.23K +30 +0%
QIM
587
Quantitative Investment Management
Virginia
$8.62M +$9.34M +86,802 New
PWM
588
Perigon Wealth Management
California
$8.55M +$315K +2,929 +4%
WS
589
Wedbush Securities
California
$8.54M -$134K -1,247 -1%
BSC
590
Brown Shipley & Co
United Kingdom
$8.54M -$779K -7,241 -8%
WC
591
Woodstock Corp
Massachusetts
$8.46M -$213K -1,977 -2%
WP
592
Woodline Partners
California
$8.44M -$5.58M -51,847 -38%
RHAM
593
Round Hill Asset Management
California
$8.43M -$220K -2,045 -2%
DA
594
DCM Advisors
New York
$8.41M -$977K -9,077 -10%
BCM
595
Blume Capital Management
California
$8.41M +$100K +929 +1%
BAM
596
Berkshire Asset Management
Pennsylvania
$8.4M +$16.4K +152 +0.2%
FP
597
Foundry Partners
Minnesota
$8.39M +$9.1M +84,495 New
HAG
598
HighPoint Advisor Group
Illinois
$8.39M +$2.57M +23,858 +36%
EF
599
Empowered Funds
Pennsylvania
$8.39M +$1.65M +15,318 +22%
QCM
600
Quantinno Capital Management
New York
$8.33M -$827K -7,681 -8%

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.