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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
PWMAG
901
Pinnacle Wealth Management Advisory Group
New Jersey
$3.98M -$295K -2,737 -6%
YC
902
Yarbrough Capital
Tennessee
$3.97M
LCS
903
Levin Capital Strategies
New York
$3.88M -$1.2M -11,117 -22%
MC
904
Middleton & Co
Massachusetts
$3.86M +$36K +334 +0.9%
PI
905
PFG Investments
New York
$3.84M -$909K -8,445 -18%
NSEDCP
906
NJ State Employees Deferred Compensation Plan
New Jersey
$3.84M
MHC
907
Meyer Handelman Company
New York
$3.84M -$902K -8,380 -18%
Koshinski Asset Management
908
Koshinski Asset Management
Illinois
$3.83M +$2.42M +22,499 +133%
TW
909
Trajan Wealth
Arizona
$3.8M +$187K +1,741 +5%
LFS
910
Leibman Financial Services
Nebraska
$3.77M +$68.2K +634 +2%
NP
911
Nilsine Partners
Colorado
$3.77M -$25K -232 -0.6%
FCBT
912
First Citizens Bank & Trust
North Carolina
$3.77M +$182K +1,694 +5%
GHAM
913
Gilman Hill Asset Management
Connecticut
$3.76M +$51.3K +477 +1%
HI
914
Horizon Investments
North Carolina
$3.75M +$8.29K +77 +0.2%
CAAS
915
Capital Asset Advisory Services
Michigan
$3.73M +$1.01M +9,366 +32%
RWA
916
Roberts Wealth Advisors
California
$3.73M +$190K +1,767 +5%
IWM
917
IHT Wealth Management
Illinois
$3.72M -$339K -3,152 -8%
JCM
918
Jag Capital Management
Missouri
$3.71M -$2.58K -24 -0.1%
LAM
919
Lynch Asset Management
Pennsylvania
$3.7M +$70K +650 +2%
DAS
920
Diversify Advisory Services
Utah
$3.7M -$900K -8,364 -18%
IAS
921
Insigneo Advisory Services
Florida
$3.7M -$1.08M -10,068 -19%
TCM
922
Twin Capital Management
Pennsylvania
$3.69M +$421K +3,909 +12%
RPC
923
Rossmore Private Capital
Connecticut
$3.68M +$31.2K +290 +0.8%
RWP
924
RWA Wealth Partners
Massachusetts
$3.68M -$263K -2,441 -6%
ADL
925
Asset Dedication LLC
California
$3.65M +$195K +1,809 +5%

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.