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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
FCT
851
Family Capital Trust
Massachusetts
$4.51M -$7K -65 -0.1%
BHWM
852
Bar Harbor Wealth Management
New Hampshire
$4.48M -$6.57K -61 -0.1%
MA
853
Montag & Associates
Georgia
$4.44M -$12.4K -115 -0.3%
PCM
854
Princeton Capital Management
New Jersey
$4.43M -$50.5K -469 -1%
SCP
855
Sender Company & Partners
New York
$4.43M +$4.8M +44,567 New
JPMIA
856
J.P. Marvel Investment Advisors
Massachusetts
$4.41M -$26.7K -248 -0.6%
SFI
857
Siemens Fonds Invest
Germany
$4.4M +$51.7K +480 +1%
QPWM
858
Quadrant Private Wealth Management
Pennsylvania
$4.38M +$19.2K +178 +0.4%
CAL
859
Capital Analysts LLC
Pennsylvania
$4.36M -$194K -1,806 -4%
LFAS
860
Level Four Advisory Services
Texas
$4.35M +$638K +5,926 +16%
MOS
861
MGO One Seven
Ohio
$4.35M -$42.8K -398 -0.9%
MYIA
862
Mount Yale Investment Advisors
Colorado
$4.34M -$359K -3,333 -7%
WF
863
Welch & Forbes
Massachusetts
$4.33M -$205K -1,903 -4%
VFG
864
V2 Financial group
Illinois
$4.33M -$71.6K -665 -1%
CAM
865
Columbia Asset Management
Michigan
$4.32M -$139K -1,289 -3%
CG
866
Caprock Group
Idaho
$4.31M +$206K +1,913 +5%
GLLW
867
Graves Light Lenhart Wealth
Virginia
$4.3M -$84.9K -789 -2%
KCM
868
Kennedy Capital Management
Missouri
$4.28M -$551K -5,121 -11%
BBHC
869
Brown Brothers Harriman & Co
New York
$4.28M +$206K +1,909 +5%
NICM
870
Neo Ivy Capital Management
New York
$4.27M +$4.63M +43,032 New
SRC
871
Shufro Rose & Co
New York
$4.25M -$87.2K -810 -2%
WTFG
872
Wells Trecaso Financial Group
Ohio
$4.25M +$64.7K +601 +1%
GT
873
Greenleaf Trust
Michigan
$4.24M -$232K -2,153 -5%
SC
874
Sepio Capital
Utah
$4.23M -$58.6K -544 -1%
VIM
875
VELA Investment Management
Ohio
$4.21M -$204K -1,897 -4%

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.