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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
CWG
851
Cornerstone Wealth Group
North Carolina
$4.01M +$1.66K +18 +0%
AIM
852
Anchor Investment Management
South Carolina
$3.99M -$45.7K -497 -1%
BRWA
853
B. Riley Wealth Advisors
Florida
$3.98M -$844K -9,176 -18%
RIM
854
Reliant Investment Management
Tennessee
$3.97M +$49.2K +535 +1%
WF
855
Welch & Forbes
Massachusetts
$3.97M -$286K -3,112 -7%
BBHC
856
Brown Brothers Harriman & Co
New York
$3.96M -$174K -1,888 -4%
BZWA
857
Blue Zone Wealth Advisors
California
$3.95M +$46.9K +510 +1%
SCM
858
Sterling Capital Management
North Carolina
$3.92M +$3.75M +40,757 New
GT
859
Greenleaf Trust
Michigan
$3.92M -$184K -1,999 -5%
LOAMS
860
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.91M +$826K +8,973 +28%
MLIC
861
Mandatum Life Insurance Company
Finland
$3.89M +$12.8K +139 +0.3%
YC
862
Yarbrough Capital
Tennessee
$3.85M
PCM
863
Princeton Capital Management
New Jersey
$3.84M -$427K -4,636 -10%
CG
864
Caprock Group
Idaho
$3.83M -$329K -3,575 -8%
TAMH
865
Taikang Asset Management (HK)
Hong Kong
$3.8M +$3.63M +39,500 New
HCMT
866
Highland Capital Management (Tennessee)
Tennessee
$3.78M -$134K -1,460 -4%
IWM
867
IHT Wealth Management
Illinois
$3.77M +$172K +1,869 +5%
FCBT
868
First Citizens Bank & Trust
North Carolina
$3.77M +$115K +1,249 +3%
HFS
869
Hantz Financial Services
Michigan
$3.77M -$167K -1,810 -4%
RWA
870
River Wealth Advisors
Pennsylvania
$3.76M -$1.83M -19,880 -34%
CCT
871
Chemung Canal Trust
New York
$3.76M -$999K -10,859 -22%
FA
872
Fagan Associates
New York
$3.75M -$1.26M -13,739 -26%
Koshinski Asset Management
873
Koshinski Asset Management
Illinois
$3.75M -$36.3K -394 -1%
ECM
874
Exchange Capital Management
Michigan
$3.74M -$140K -1,517 -4%
NSEDCP
875
NJ State Employees Deferred Compensation Plan
New Jersey
$3.72M

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.