We are live on ! Find out more
DIS icon

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
FTDI
701
First Trust Direct Indexing
Massachusetts
$5.78M +$81.2K +883 +1%
JFG
702
Jefferies Financial Group
New York
$5.72M -$4.28M -46,545 -44%
GIM
703
Grassi Investment Management
California
$5.71M -$538K -5,851 -9%
Lazard Asset Management
704
Lazard Asset Management
New York
$5.69M -$1.38M -14,980 -20%
HTIM
705
Harbour Trust & Investment Management
Indiana
$5.69M +$172K +1,870 +3%
GRP
706
Global Retirement Partners
California
$5.66M -$122K -1,327 -2%
PS
707
Principal Securities
Iowa
$5.65M +$241K +2,615 +5%
WIA
708
World Investment Advisors
California
$5.61M +$4.2M +45,615 +358%
UB
709
UMB Bank
Missouri
$5.61M -$856K -9,308 -14%
BCM
710
Bourgeon Capital Management
Connecticut
$5.6M -$1.97M -21,399 -27%
TFA
711
Toth Financial Advisory
Virginia
$5.6M -$287K -3,123 -5%
LG
712
Leuthold Group
Minnesota
$5.59M +$5.35M +58,148 New
CM
713
Churchill Management
California
$5.58M -$200K -2,170 -4%
FAB
714
First American Bank
Illinois
$5.56M -$117K -1,272 -2%
IAA
715
Independent Advisor Alliance
North Carolina
$5.56M -$66.2K -719 -1%
MYAM
716
Meiji Yasuda Asset Management
Japan
$5.55M -$860K -9,342 -14%
DWP
717
Daymark Wealth Partners
Ohio
$5.55M +$188K +2,039 +1%
FIB
718
First Interstate Bank
Montana
$5.54M -$151K -1,646 -3%
IEFM
719
IQ EQ Fund Management
Ireland
$5.54M
SA
720
Sicart Associates
New York
$5.53M
NMIMC
721
Northwestern Mutual Investment Management Company
Wisconsin
$5.53M -$49.4K -537 -0.9%
TCOV
722
Trust Company of Vermont
Vermont
$5.53M -$1.13M -12,313 -18%
BWG
723
Beta Wealth Group
California
$5.46M +$352K +3,822 +7%
VCM
724
Vision Capital Management
Oregon
$5.45M +$53.9K +586 +1%
PNC
725
Park National Corp
Ohio
$5.45M -$1.6M -17,419 -24%

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.