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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
BFEC
951
Benjamin F. Edwards & Company
Missouri
$3.51M -$278K -2,581 -7%
LI
952
Louisbourg Investments
New Brunswick, Canada
$3.51M +$100K +930 +2%
SWM
953
Spire Wealth Management
Virginia
$3.49M -$1.11M -10,334 -23%
CCG
954
Cypress Capital Group
Florida
$3.49M +$74.4K +691 +2%
AFA
955
Arlington Financial Advisors
California
$3.48M +$169K +1,569 +5%
WWA
956
WCG Wealth Advisors
Nevada
$3.48M +$514K +4,776 +16%
TC
957
Tairen Capital
Hong Kong
$3.48M
WP
958
Waycross Partners
Kentucky
$3.48M
COI
959
Connable Office Inc
Michigan
$3.47M -$139K -1,288 -4%
AIM
960
Allen Investment Management
New York
$3.47M +$6.78K +63 +0.2%
EGA
961
Eagle Global Advisors
Texas
$3.46M -$22.6K -210 -0.6%
WAM
962
Wolverine Asset Management
Illinois
$3.45M +$3.74M +34,781 New
MMA
963
Miracle Mile Advisors
California
$3.41M +$80.2K +745 +2%
IFG
964
Independent Financial Group
California
$3.4M +$28.5K +265 +0.8%
SW
965
SlateStone Wealth
Florida
$3.4M -$443K -4,118 -11%
GAB
966
German American Bancorp
Indiana
$3.39M +$106K +988 +3%
DEA
967
DoubleLine ETF Adviser
Florida
$3.38M -$787K -7,311 -18%
MWM
968
Mission Wealth Management
California
$3.37M +$1.02M +9,509 +39%
LT
969
Legacy Trust
Michigan
$3.37M +$650K +6,038 +22%
RIL
970
Rothschild Investment LLC
Illinois
$3.37M -$141K -1,307 -4%
KA
971
Keene & Associates
Texas
$3.36M +$969 +9 +0%
JCM
972
Jacobi Capital Management
Pennsylvania
$3.36M -$16.6K -154 -0.5%
Capstone Investment Advisors
973
Capstone Investment Advisors
New York
$3.35M +$1.63M +15,167 +82%
SW
974
SVB Wealth
Massachusetts
$3.35M -$680K -6,321 -16%
KMC
975
Kirr Marbach & Co
Indiana
$3.35M +$57.3K +532 +2%

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.