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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
EARNEST Partners
651
EARNEST Partners
Georgia
$6.51M -$17.9K -195 -0.3%
MSS
652
Mitchell Sinkler & Starr
Pennsylvania
$6.49M +$35.4K +385 +0.6%
FTWA
653
Fifth Third Wealth Advisors
Ohio
$6.48M +$2.45M +26,590 +65%
AIM
654
Achmea Investment Management
Netherlands
$6.47M +$3.16M +34,323 +104%
GCM
655
Gibraltar Capital Management
Oklahoma
$6.47M +$48.6K +528 +0.8%
MAM
656
Milestone Asset Management
Pennsylvania
$6.45M +$5.47M +59,476 +782%
Optiver Holding
657
Optiver Holding
Netherlands
$6.44M -$1.12M -12,175 -15%
GCA
658
Greenwood Capital Associates
South Carolina
$6.43M -$127K -1,377 -2%
CIA
659
Concurrent Investment Advisors
Florida
$6.42M +$477K +5,184 +8%
GIA
660
GHP Investment Advisors
Colorado
$6.4M +$164K +1,782 +3%
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$6.37M +$1.04M +11,270 +21%
TCM
662
Tufton Capital Management
Maryland
$6.37M -$273K -2,967 -4%
PAS
663
Park Avenue Securities
New York
$6.36M -$901K -9,794 -13%
SAS
664
Stelac Advisory Services
New York
$6.32M
P
665
&Partners
Tennessee
$6.3M +$3.18M +34,539 +111%
ERIC
666
Eagle Rock Investment Company
Georgia
$6.26M +$96.2K +1,046 +2%
CTC (Chicago Trading Company)
667
CTC (Chicago Trading Company)
Illinois
$6.24M -$6.27M -68,140 -51%
LAI
668
Legal Advantage Investments
California
$6.24M +$926K +10,069 +18%
RB
669
Rodgers Brothers
Pennsylvania
$6.24M +$2.64M +28,656 +79%
AWM
670
Axxcess Wealth Management
California
$6.23M +$694K +7,538 +13%
QPWM
671
Quadrant Private Wealth Management
Pennsylvania
$6.23M +$1.89M +20,557 +47%
KA
672
Kintegral Advisory
New York
$6.22M -$78K -848 -1%
CA
673
Callahan Advisors
Texas
$6.22M -$274K -2,982 -4%
WIC
674
WealthBridge Investment Counsel
Alberta, Canada
$6.2M +$27.6K +300 +0.5%
ANBT
675
American National Bank & Trust
Texas
$6.2M +$4.65M +50,578 +365%

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.