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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
AC
676
Annandale Capital
Texas
$6.77M -$411K -3,821 -5%
NIM
677
NEOS Investment Management
Connecticut
$6.75M +$2.36M +21,912 +48%
EARNEST Partners
678
EARNEST Partners
Georgia
$6.74M -$52.2K -485 -0.7%
CA
679
Callahan Advisors
Texas
$6.72M -$220K -2,045 -3%
UB
680
UMB Bank
Missouri
$6.72M -$2.93M -27,179 -29%
WAM
681
Winslow Asset Management
Ohio
$6.69M -$8.5K -79 -0.1%
ACA
682
Aptus Capital Advisors
Alabama
$6.68M +$829K +7,704 +13%
MYAM
683
Meiji Yasuda Asset Management
Japan
$6.66M +$468K +4,349 +7%
AM
684
Atwater Malick
Pennsylvania
$6.65M +$154K +1,435 +2%
GCM
685
Gibraltar Capital Management
Oklahoma
$6.63M +$552K +5,127 +8%
LCM
686
Lazari Capital Management
California
$6.63M +$37.8K +351 +0.5%
RSVP
687
Ramsay Stattman Vela & Price
Colorado
$6.62M -$73.4K -682 -1%
SAS
688
Stelac Advisory Services
New York
$6.53M -$342K -3,180 -5%
KA
689
Kintegral Advisory
New York
$6.51M +$1.28M +11,912 +22%
ATC
690
Argent Trust Co
Tennessee
$6.51M +$76.6K +712 +1%
MSS
691
Mitchell Sinkler & Starr
Pennsylvania
$6.49M -$166K -1,541 -2%
CA
692
Clearstead Advisors
Ohio
$6.48M +$1.02M +9,444 +17%
GIM
693
Grassi Investment Management
California
$6.48M -$21.5K -200 -0.3%
GIA
694
GHP Investment Advisors
Colorado
$6.43M +$181K +1,686 +3%
SG
695
Sienna Gestion
France
$6.42M -$33.2K -308 -0.5%
MS
696
Maven Securities
Jersey
$6.41M +$828K +7,688 +14%
WIC
697
WealthBridge Investment Counsel
Alberta, Canada
$6.37M +$170K +1,575 +3%
BRIM
698
Broad Run Investment Management
Virginia
$6.37M -$861K -7,998 -11%
LSWM
699
Lorne Steinberg Wealth Management
Canada
$6.37M +$47.9K +445 +0.7%
ERIC
700
Eagle Rock Investment Company
Georgia
$6.36M +$70.4K +654 +1%

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.