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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
AF
1001
Arrow Financial
New York
$3.23M +$48.2K +448 +1%
LSA
1002
Leonteq Securities AG
Switzerland
$3.21M -$771K -7,164 -18%
HT
1003
Heritage Trust
Oklahoma
$3.21M -$9.58K -89 -0.3%
LF
1004
Longbow Finance
Switzerland
$3.19M -$3.99M -37,045 -54%
ECU
1005
Eisler Capital (US)
New York
$3.19M -$1.17M -10,839 -25%
SW
1006
SteelPeak Wealth
California
$3.18M +$507K +4,707 +17%
CTC
1007
Central Trust Company
Missouri
$3.18M -$313K -2,908 -8%
LMIM
1008
Lockheed Martin Investment Management
Maryland
$3.17M -$124K -1,150 -3%
CIG
1009
Cullen Investment Group
Louisiana
$3.17M -$188K -1,747 -5%
FWTB
1010
First Western Trust Bank
Colorado
$3.17M -$477K -4,430 -12%
YIA
1011
YHB Investment Advisors
Connecticut
$3.16M -$200K -1,862 -6%
WSC
1012
Wellington Shields & Co
New York
$3.15M -$48.5K -451 -1%
LOAMS
1013
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.14M -$200K -1,855 -6%
RMC
1014
Resources Management Corp
Connecticut
$3.13M -$110K -1,025 -3%
OAM
1015
Ostrum Asset Management
France
$3.13M +$20.2K +188 +0.6%
TPA
1016
Trivium Point Advisory
Connecticut
$3.12M +$377K +3,501 +13%
RF
1017
Robbins Farley
New Hampshire
$3.11M +$256K +2,378 +8%
BMCM
1018
Bryn Mawr Capital Management
Pennsylvania
$3.11M -$265K -2,462 -7%
IIA
1019
IPG Investment Advisors
California
$3.11M -$2.2M -20,410 -39%
DIM
1020
DLK Investment Management
California
$3.09M -$1.51K -14 -0%
SPFA
1021
Summit Place Financial Advisors
New Jersey
$3.08M -$171K -1,592 -5%
GCAC
1022
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.08M +$173K +1,610 +5%
P
1023
&Partners
Tennessee
$3.08M +$1.5M +13,902 +81%
CWM
1024
Concentric Wealth Management
California
$3.08M +$70.3K +653 +2%
CCM
1025
Cullen Capital Management
New York
$3.08M +$132K +1,229 +4%

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.