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
SM
776
Scoggin Management
New York
$4.81M +$4.6M +50,000 New
WCMN
777
Westchester Capital Management (Nebraska)
Nebraska
$4.81M -$36.4K -396 -0.8%
FA
778
Financial Avengers
California
$4.78M +$198K +2,152 +5%
DEA
779
DoubleLine ETF Adviser
Florida
$4.74M +$1.4M +15,246 +45%
MWM
780
Marietta Wealth Management
Georgia
$4.74M +$159K +1,725 +4%
PAMG
781
Patton Albertson Miller Group
Tennessee
$4.72M -$270K -2,935 -6%
BVDMP
782
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$4.7M
AWM
783
Apollon Wealth Management
South Carolina
$4.7M -$161K -1,749 -3%
WAM
784
Wallington Asset Management
Indiana
$4.68M +$49.1K +534 +1%
JWM
785
Jeppson Wealth Management
California
$4.68M +$32.9K +358 +0.7%
PIM
786
Plato Investment Management
Australia
$4.64M
CCM
787
Coldstream Capital Management
Washington
$4.62M +$1.75M +19,003 +66%
ANTB
788
AMG National Trust Bank
Colorado
$4.59M -$3.06M -33,244 -41%
VIM
789
VELA Investment Management
Ohio
$4.58M +$479K +5,209 +12%
SC
790
Savoie Capital
Illinois
$4.57M -$580K -6,300 -12%
IFWM
791
Institute for Wealth Management
Colorado
$4.54M +$43.3K +471 +1%
1SB
792
1ST Source Bank
Indiana
$4.54M -$148K -1,613 -3%
KIA
793
KCM Investment Advisors
California
$4.5M -$308K -3,352 -7%
SC
794
SouthState Corp
Florida
$4.5M +$11K +120 +0.3%
HDIM
795
Hanson & Doremus Investment Management
Vermont
$4.5M -$169K -1,834 -4%
LWCFA
796
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.5M -$1.4M -15,257 -24%
HFM
797
Hartford Financial Management
Connecticut
$4.5M +$501K +5,445 +13%
BONST
798
Bank of Nova Scotia Trust
Ontario, Canada
$4.48M -$362K -3,931 -8%
AHC
799
Anderson Hoagland & Co
Missouri
$4.46M -$17K -185 -0.4%
PFS
800
Prospera Financial Services
Texas
$4.44M +$43K +467 +1%

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.