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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
SRC
826
Shufro Rose & Co
New York
$4.25M
SFI
827
Siemens Fonds Invest
Germany
$4.25M -$14.2K -154 -0.3%
Twin Tree Management
828
Twin Tree Management
Texas
$4.23M +$4.05M +43,990 New
MOS
829
MGO One Seven
Ohio
$4.23M +$11.3K +123 +0.3%
WBC
830
Westpac Banking Corp
Australia
$4.22M +$2.38M +25,844 +144%
SB
831
Simmons Bank
Arkansas
$4.18M -$667K -7,252 -14%
DIS
832
Diversified Investment Strategies
Louisiana
$4.16M +$668K +7,260 +20%
LFAS
833
Level Four Advisory Services
Texas
$4.15M -$63.9K -694 -2%
AP
834
Arlington Partners
Alabama
$4.14M +$1.15M +12,493 +41%
LAM
835
Lynch Asset Management
Pennsylvania
$4.13M +$524K +5,700 +15%
WTFG
836
Wells Trecaso Financial Group
Ohio
$4.13M +$12.4K +135 +0.3%
HW
837
Hamilton Wealth
California
$4.11M -$1.16M -12,600 -23%
CICI
838
Capital Investment Counsel Inc
North Carolina
$4.11M +$46.5K +505 +1%
OIA
839
OneDigital Investment Advisors
Kansas
$4.1M -$437K -4,753 -10%
BA
840
Bristlecone Advisors
Washington
$4.08M +$113K +1,233 +3%
USAA
841
United Services Automobile Association
Texas
$4.08M -$914K -9,933 -19%
LCM
842
LVM Capital Management
Michigan
$4.07M
BCCM
843
Bridge Creek Capital Management
Massachusetts
$4.07M +$130K +1,410 +3%
SC
844
Sepio Capital
Utah
$4.07M -$30.3K -329 -0.8%
LWM
845
Lyell Wealth Management
California
$4.05M -$310K -3,369 -7%
CAM
846
Columbia Asset Management
Michigan
$4.05M -$133K -1,448 -3%
FFA
847
Farther Finance Advisors
California
$4.04M +$453K +4,926 +13%
JPMIA
848
J.P. Marvel Investment Advisors
Massachusetts
$4.03M -$231K -2,516 -6%
SC
849
Sawyer & Company
Massachusetts
$4.02M +$30.5K +332 +0.8%
LIM
850
Leavell Investment Management
Alabama
$4.01M -$8.74K -95 -0.2%

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.