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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
BRM
801
Boston Research & Management
Massachusetts
$4.44M -$120K -1,308 -3%
SA
802
swisspartners Advisors
Switzerland
$4.44M +$260K +2,830 +5%
LM
803
Lincluden Management
Ontario, Canada
$4.42M +$944K +10,256 +29%
KJHP
804
K.J. Harrison & Partners
Ontario, Canada
$4.42M +$368K +4,000 +10%
ECM
805
Everence Capital Management
Indiana
$4.42M -$1.01M -10,983 -19%
CC
806
Courier Capital
New York
$4.39M -$54.1K -588 -1%
SPC
807
Sigma Planning Corp
Michigan
$4.38M -$412K -4,480 -9%
TCOT
808
Trust Company of Toledo
Ohio
$4.38M -$128K -1,386 -3%
FCT
809
Family Capital Trust
Massachusetts
$4.38M +$9.11K +99 +0.2%
HWM
810
HB Wealth Management
Georgia
$4.37M -$374K -4,070 -8%
VFG
811
V2 Financial group
Illinois
$4.37M -$135K -1,468 -3%
III
812
Independent Investors Inc
New York
$4.35M -$27.6K -300 -0.7%
IAM
813
Infusive Asset Management
New York
$4.35M +$2.62M +28,430 +170%
BHWM
814
Bar Harbor Wealth Management
New Hampshire
$4.33M -$9.2K -100 -0.2%
LFS
815
Leibman Financial Services
Nebraska
$4.32M +$637K +6,918 +18%
EW
816
Evoke Wealth
California
$4.32M +$4.13M +44,868 New
HR
817
Howe & Rusling
New York
$4.29M -$114K -1,242 -3%
RWA
818
Roberts Wealth Advisors
California
$4.29M +$733K +7,963 +21%
DAS
819
Dynamic Advisor Solutions
Arizona
$4.29M -$259K -2,817 -6%
CAL
820
Capital Analysts LLC
Pennsylvania
$4.28M +$56.5K +614 +1%
LI
821
Louisbourg Investments
New Brunswick, Canada
$4.28M +$1.09M +11,830 +28%
EWM
822
Evercore Wealth Management
New York
$4.27M -$135K -1,468 -3%
SA
823
Strategic Advisors
New York
$4.27M +$353K +3,832 +9%
TCM
824
Teza Capital Management
Illinois
$4.26M -$437K -4,745 -10%
IAS
825
Insigneo Advisory Services
Florida
$4.26M +$198K +2,149 +5%

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.