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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
KCPG
1051
Kavar Capital Partners Group
Kansas
$2.94M -$166K -1,538 -5%
IRAG
1052
Investment Research & Advisory Group
Georgia
$2.93M -$10.4K -97 -0.3%
GMA
1053
Glassy Mountain Advisors
Maryland
$2.93M +$53.9K +501 +2%
SCM
1054
Sterneck Capital Management
Missouri
$2.93M -$40.9K -380 -1%
VIA
1055
Vickerman Investment Advisors
Washington
$2.92M -$19.1K -177 -0.6%
GIA
1056
Gladstone Institutional Advisory
Florida
$2.92M +$173K +1,607 +6%
FFA
1057
Fragasso Financial Advisors
Pennsylvania
$2.88M -$993K -9,222 -24%
NG
1058
Northstar Group
New York
$2.88M +$12.9K +120 +0.4%
AC
1059
Addison Capital
Pennsylvania
$2.87M +$98.2K +912 +3%
TAIM
1060
Te Ahumairangi Investment Management
New Zealand
$2.87M +$858K +7,972 +38%
CCM
1061
Coldstream Capital Management
Washington
$2.86M -$30.5K -283 -1%
SCM
1062
Stonebridge Capital Management
California
$2.85M -$1.08K -10 -0%
CF
1063
Centaurus Financial
California
$2.85M -$169K -1,571 -5%
SCM
1064
SOL Capital Management
Maryland
$2.85M +$125K +1,160 +4%
AC
1065
Asio Capital
Kentucky
$2.84M +$157K +1,461 +5%
NHT
1066
New Hampshire Trust
New Hampshire
$2.83M +$37.5K +348 +1%
RC
1067
Roundview Capital
New Jersey
$2.83M -$129K -1,195 -4%
FPAS
1068
Focus Partners Advisor Solutions
Missouri
$2.82M -$207K -1,925 -6%
HBT
1069
Hills Bank & Trust
Iowa
$2.82M -$4.2K -39 -0.1%
NIC
1070
Northwest Investment Counselors
Oregon
$2.81M +$8.72K +81 +0.3%
BJL
1071
Brighton Jones LLC
Washington
$2.79M +$191K +1,778 +7%
CCM
1072
Consolidated Capital Management
California
$2.78M -$175K -1,622 -5%
DTL
1073
Dynamic Technology Lab
Singapore
$2.77M +$3.01M +27,940 New
JWCA
1074
J.W. Cole Advisors
Florida
$2.76M -$1.05M -9,785 -26%
T. Rowe Price Investment Management
1075
T. Rowe Price Investment Management
Maryland
$2.75M -$406K -3,768 -12%

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.