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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
HAG
626
HighPoint Advisor Group
Illinois
$7.11M -$1.43M -15,551 -17%
EWM
627
Edge Wealth Management
New York
$7.1M -$169K -1,839 -2%
ASN
628
Advisory Services Network
Georgia
$7.07M
PGIM
629
Pacific Global Investment Management
California
$6.96M -$561K -6,102 -8%
TCM
630
Telos Capital Management
California
$6.94M +$196K +2,128 +3%
OAC
631
OMERS Administration Corp
Ontario, Canada
$6.93M -$377K -4,100 -5%
WAM
632
Winslow Asset Management
Ohio
$6.91M +$409K +4,440 +7%
VFA
633
Valeo Financial Advisors
Indiana
$6.91M -$374K -4,062 -4%
MFAM
634
Motley Fool Asset Management
Virginia
$6.87M +$207K +2,247 +3%
NB
635
NBT Bank
New York
$6.76M -$441K -4,788 -6%
DWT
636
Dorsey & Whitney Trust
South Dakota
$6.76M +$1M +10,897 +18%
PHAM
637
Pacific Heights Asset Management
California
$6.73M
VDBMI
638
Van Den Berg Management I
Texas
$6.73M +$38.9K +423 +0.6%
KPWS
639
Kestra Private Wealth Services
Texas
$6.72M -$2.44M -26,474 -27%
SHGA
640
Sand Hill Global Advisors
California
$6.69M +$45.7K +497 +0.7%
LOPW
641
Live Oak Private Wealth
North Carolina
$6.66M -$416K -4,516 -6%
HTC
642
Haverford Trust Company
Pennsylvania
$6.65M -$2.85K -31 -0%
CII
643
Capital International Inc
California
$6.6M +$3.82M +41,520 +153%
VIM
644
Vinva Investment Management
Australia
$6.57M +$1.3M +14,169 +26%
LIA
645
LS Investment Advisors
Michigan
$6.55M -$672K -7,300 -10%
BCM
646
Bayesian Capital Management
New York
$6.55M +$5.82M +63,276 +1,322%
CAM
647
Carret Asset Management
New York
$6.54M -$133K -1,450 -2%
HCM
648
Hillman Capital Management
Maryland
$6.54M +$1.23M +13,362 +24%
AC
649
Annandale Capital
Texas
$6.52M -$32.8K -356 -0.5%
BCMO
650
Buckingham Capital Management (Ohio)
Ohio
$6.51M -$195K -2,117 -3%

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.