We are live on ! Find out more
DIS icon

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
SF
626
Synovus Financial
Georgia
$7.76M -$304K -2,828 -3%
ICP
627
Ironvine Capital Partners
Nebraska
$7.75M -$5.81K -54 -0.1%
CIA
628
Choate Investment Advisors
Massachusetts
$7.61M +$275K +2,559 +3%
TF
629
Talbot Financial
Washington
$7.61M +$429K +3,984 +5%
OAC
630
OMERS Administration Corp
Ontario, Canada
$7.56M +$8.19M +76,104 New
PAS
631
Park Avenue Securities
New York
$7.54M -$293K -2,723 -3%
MA
632
Mutual Advisors
Nebraska
$7.53M +$569K +5,283 +7%
VFA
633
Valeo Financial Advisors
Indiana
$7.53M -$148K -1,374 -1%
BCI
634
Brinker Capital Investments
Pennsylvania
$7.53M -$1.04M -9,687 -11%
OPS
635
Orion Portfolio Solutions
Nebraska
$7.53M -$1.04M -9,687 -11%
PR
636
Payden & Rygel
California
$7.53M +$6.68M +62,100 +452%
PRIG
637
Payden & Rygel Investment Group
California
$7.53M +$6.68M +62,100 +452%
EWM
638
Edge Wealth Management
New York
$7.52M -$145K -1,350 -2%
LIA
639
LS Investment Advisors
Michigan
$7.49M +$476K +4,420 +6%
PA
640
Procyon Advisors
Connecticut
$7.47M +$375K +3,486 +5%
NB
641
NBT Bank
New York
$7.46M -$93.1K -865 -1%
SAM
642
Sompo Asset Management
Japan
$7.43M -$517K -4,800 -6%
SA
643
SpiderRock Advisors
Delaware
$7.43M -$10.2M -95,105 -56%
PL
644
Parthenon LLC
Kentucky
$7.42M -$4.74K -44 -0.1%
ECM
645
ExodusPoint Capital Management
New York
$7.37M +$7.99M +74,243 New
Lazard Asset Management
646
Lazard Asset Management
New York
$7.36M -$312M -2,900,090 -98%
PNC
647
Park National Corp
Ohio
$7.35M -$11.2M -104,129 -58%
BBL
648
Beck Bode LLC
Massachusetts
$7.35M +$7.78M +72,234 +4,132%
LOPW
649
Live Oak Private Wealth
North Carolina
$7.33M -$3.4M -31,593 -30%
FA
650
Fiduciary Alliance
South Carolina
$7.2M +$587K +5,452 +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.