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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
FHB
876
First Hawaiian Bank
Hawaii
$3.72M -$143K -1,553 -4%
SFG
877
SevenBridge Financial Group
Pennsylvania
$3.7M +$278K +3,024 +9%
DJSG
878
D.J. St. Germain
Massachusetts
$3.7M -$3.08M -33,466 -47%
CAAS
879
Capital Asset Advisory Services
Michigan
$3.7M +$140K +1,523 +4%
AA
880
Axiom Advisory
California
$3.68M +$88.9K +966 +2%
MC
881
Middleton & Co
Massachusetts
$3.68M -$61.8K -672 -2%
JCM
882
Jag Capital Management
Missouri
$3.67M +$74.9K +814 +2%
MMA
883
Miracle Mile Advisors
California
$3.65M +$333K +3,620 +11%
HSA
884
HBK Sorce Advisory
Pennsylvania
$3.65M -$274K -2,979 -7%
GAB
885
German American Bancorp
Indiana
$3.65M +$352K +3,828 +11%
CCM
886
Cohen Capital Management
California
$3.63M +$3.1M +33,740 +835%
JCM
887
Jacobi Capital Management
Pennsylvania
$3.62M +$356K +3,870 +11%
TCA
888
Transcend Capital Advisors
New Jersey
$3.62M +$165K +1,797 +5%
PCA
889
Pallas Capital Advisors
Massachusetts
$3.62M +$3.07M +33,366 +729%
KGC
890
Kennon-Green & Company
Ohio
$3.61M +$178K +1,936 +5%
TIM
891
Thornburg Investment Management
New Mexico
$3.59M +$3.44M +37,348 New
GLLW
892
Graves Light Lenhart Wealth
Virginia
$3.58M -$610K -6,633 -15%
PWMAG
893
Pinnacle Wealth Management Advisory Group
New Jersey
$3.57M -$274K -2,981 -7%
HI
894
Horizon Investments
North Carolina
$3.56M -$83.9K -912 -2%
TAIM
895
Te Ahumairangi Investment Management
New Zealand
$3.55M +$753K +8,180 +28%
CNBTD
896
Citizens National Bank Trust Department
Mississippi
$3.55M +$25.3K +275 +0.8%
DI
897
Diligent Investors
California
$3.55M +$33.7K +366 +1%
JWBC
898
J.W. Burns & Co
New York
$3.53M -$476K -5,170 -12%
DWM
899
Dorchester Wealth Management
Quebec, Canada
$3.53M +$35K +380 +1%
LI
900
Lafayette Investments
Maryland
$3.52M +$47.9K +521 +1%

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.