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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
FIB
726
First Interstate Bank
Montana
$5.88M -$3.55K -33 -0.1%
FTDI
727
First Trust Direct Indexing
Massachusetts
$5.87M +$420K +3,899 +7%
FAB
728
First American Bank
Illinois
$5.86M -$618K -5,738 -9%
RWA
729
River Wealth Advisors
Pennsylvania
$5.86M +$4.09K +38 +0.1%
KRSITF
730
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.84M -$186K -1,732 -3%
GVAG
731
Great Valley Advisor Group
Delaware
$5.82M +$669K +6,219 +12%
AG
732
AlTi Global
New York
$5.82M +$324K +3,012 +5%
IAA
733
Independent Advisor Alliance
North Carolina
$5.81M +$304K +2,827 +5%
SFS
734
Sowell Financial Services
Arkansas
$5.8M -$889K -8,254 -12%
UAS
735
United Asset Strategies
New York
$5.78M +$163K +1,513 +3%
MC
736
Moors & Cabot
Massachusetts
$5.77M -$1.06M -9,880 -15%
S
737
SignatureFD
Georgia
$5.77M -$44.2K -411 -0.7%
NMIMC
738
Northwestern Mutual Investment Management Company
Wisconsin
$5.76M -$20.2K -188 -0.3%
SCA
739
Snowden Capital Advisors
New York
$5.75M -$8.02M -74,457 -56%
BCM
740
BTC Capital Management
Iowa
$5.72M +$34.8K +323 +0.6%
IEFM
741
IQ EQ Fund Management
Ireland
$5.72M
SA
742
Sicart Associates
New York
$5.71M -$238K -2,215 -4%
TW
743
Transform Wealth
Colorado
$5.71M +$321K +2,983 +5%
AWM
744
Axxcess Wealth Management
California
$5.69M -$903K -8,392 -13%
HTIM
745
Harbour Trust & Investment Management
Indiana
$5.69M +$390K +3,626 +7%
MCG
746
McCollum Christoferson Group
New York
$5.69M -$47.7K -443 -0.8%
TH
747
TCTC Holdings
Texas
$5.64M -$18.3K -170 -0.3%
KCM
748
Kanawha Capital Management
Virginia
$5.63M +$38.2K +355 +0.6%
LNWWM
749
Laird Norton Wetherby Wealth Management
California
$5.62M -$10.1M -93,938 -62%
GAI
750
General American Investors
New York
$5.61M

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.