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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
1SB
826
1ST Source Bank
Indiana
$4.85M -$84.6K -786 -2%
HDIM
827
Hanson & Doremus Investment Management
Vermont
$4.83M +$321K +2,982 +7%
IPAM
828
ICICI Prudential Asset Management
India
$4.81M -$1.29M -12,000 -20%
JWM
829
Jeppson Wealth Management
California
$4.8M -$1.61K -15 -0%
PIM
830
Plato Investment Management
Australia
$4.79M +$619K +5,746 +14%
WAM
831
Wallington Asset Management
Indiana
$4.78M +$45.2K +420 +0.9%
MWM
832
Marietta Wealth Management
Georgia
$4.72M -$43.7K -406 -0.8%
FA
833
Financial Avengers
California
$4.72M -$31.4K -292 -0.6%
BRM
834
Boston Research & Management
Massachusetts
$4.71M +$182K +1,690 +4%
DAS
835
Dynamic Advisor Solutions
Arizona
$4.71M -$209K -1,943 -4%
OIA
836
OneDigital Investment Advisors
Kansas
$4.71M +$838K +7,788 +20%
RP
837
Rice Partnership
Hawaii
$4.68M +$251K +2,330 +5%
TCOT
838
Trust Company of Toledo
Ohio
$4.65M +$120K +1,111 +2%
IFWM
839
Institute for Wealth Management
Colorado
$4.64M +$31.9K +296 +0.6%
SA
840
swisspartners Advisors
Switzerland
$4.64M +$121K +1,120 +2%
SC
841
SouthState Corp
Florida
$4.64M +$237K +2,197 +5%
BHA
842
Beech Hill Advisors
New York
$4.62M +$203K +1,885 +4%
CC
843
Courier Capital
New York
$4.59M -$201K -1,865 -4%
KOC
844
Koss-Olinger Consulting
Florida
$4.59M +$4.98M +46,226 New
AHC
845
Anderson Hoagland & Co
Missouri
$4.56M -$2.13M -19,759 -30%
EWM
846
Evercore Wealth Management
New York
$4.56M -$256K -2,380 -5%
HR
847
Howe & Rusling
New York
$4.55M +$191K +1,776 +4%
PFS
848
Prospera Financial Services
Texas
$4.54M -$57.8K -537 -1%
III
849
Independent Investors Inc
New York
$4.52M
LWM
850
Lyell Wealth Management
California
$4.52M +$61.9K +575 +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.