We are live on ! Find out more
DIS icon

Walt Disney
DIS

2,825 hedge funds and large institutions have $96.7B invested in Walt Disney in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,056 increasing their positions, 1,375 reducing their positions, and 257 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 62.87% → 63.88% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 54 → 54 (0)

4% less call options, than puts

Call options by funds: $4.62B | Put options by funds: $4.82B

4% less funds holding

Funds holding: 2,958 → 2,825 (-133)

7% less capital invested

Capital invested by funds: $104B → $96.7B (-$7.77B)

23% less repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,375

38% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 257

Holders
2,825
Holders Change
-133
Holders Change %
-4.5%
% of All Funds
44.83%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.86%
New
159
Increased
1,056
Reduced
1,375
Closed
257
Calls
$4.62B
Puts
$4.82B
Net Calls
-$197M
Net Calls Change
+$308M

Top Buyers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
+$2.26B
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$344M
3
Goldman Sachs
Goldman Sachs
New York
+$287M
4
Millennium Management
Millennium Management
New York
+$253M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$214M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$682M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$576M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$323M
4
BlackRock
BlackRock
New York
-$279M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
976
SageView Advisory Group
California
$2.74M +$594K +6,960 +26%
KMC
977
Kirr Marbach & Co
Indiana
$2.74M +$3.42K +40 +0.1%
PC
978
Permanens Capital
New York
$2.73M +$137K +1,600 +5%
RPC
979
Rossmore Private Capital
Connecticut
$2.7M -$201K -2,358 -7%
RCG
980
Regatta Capital Group
California
$2.7M +$196K +2,298 +7%
WSC
981
Wellington Shields & Co
New York
$2.69M +$316K +3,700 +13%
MCCA
982
Mill Creek Capital Advisors
Pennsylvania
$2.69M -$9.05K -106 -0.3%
KA
983
Keene & Associates
Texas
$2.68M +$123K +1,445 +5%
ADL
984
Asset Dedication LLC
California
$2.68M -$76.1K -891 -3%
WPIC
985
White Pine Investment Company
Michigan
$2.67M -$105K -1,225 -4%
TYCC
986
Texas Yale Capital Corp
Florida
$2.67M -$341K -3,995 -11%
CCG
987
Cypress Capital Group
Florida
$2.66M +$1.42M +16,617 +102%
SFG
988
SevenBridge Financial Group
Pennsylvania
$2.66M +$410K +4,796 +17%
BAM
989
Boyar Asset Management
New York
$2.66M -$149K -1,746 -5%
MMM
990
Mendel Money Management
Illinois
$2.63M +$138K +1,619 +5%
DJSG
991
D.J. St. Germain
Massachusetts
$2.63M -$176K -2,058 -6%
CCM
992
Cullen Capital Management
New York
$2.62M -$295K -3,451 -10%
AFA
993
Arlington Financial Advisors
California
$2.62M +$52K +609 +2%
CIC
994
Cornercap Investment Counsel
Georgia
$2.62M +$59.4K +695 +2%
ACM
995
Avalon Capital Management
California
$2.62M +$2.76M +32,349 New
SBIA
996
Sheaff Brock Investment Advisors
Indiana
$2.61M +$36.9K +432 +1%
JCM
997
Jag Capital Management
Missouri
$2.6M +$103K +1,211 +4%
GP
998
Girard Partners
Pennsylvania
$2.6M -$3.07M -35,948 -53%
GWM
999
Graybill Wealth Management
Illinois
$2.6M +$43.3K +507 +2%
MYIA
1000
Mount Yale Investment Advisors
Colorado
$2.6M +$15.9K +186 +0.6%
38 39
40
41 42

DIS Hedge Fund Activity: Q3 2023 in Review

2,825 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2023, worth a combined $96.7B — down 7.4% from $104B a quarter earlier.

Sellers outnumbered buyers: 257 funds closed out of DIS and 159 opened new positions — a net loss of 98 holders — while 1,375 trimmed existing stakes and 1,056 added.

The largest buyer was Trian Fund Management, adding an estimated $2.26B. The largest seller was Wellington Management Group, cutting an estimated $682M.

  • 2,825 institutional investors held Walt Disney (DIS) as of Q3 2023, down from 2,958 in Q2 2023.
  • Funds reported $96.7B of Walt Disney stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 159 funds opened new Walt Disney positions in Q3 2023 and 257 closed out, a net change of -98 holders.
  • The largest Walt Disney buyer in Q3 2023 was Trian Fund Management, an estimated $2.26B added.
  • The largest Walt Disney seller in Q3 2023 was Wellington Management Group, an estimated $682M sold.

Based on aggregated 13F filings for Q3 2023.