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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
STA
1101
Summit Trail Advisors
New York
$2.62M +$933K +8,670 +49%
EL
1102
Essex LLC
Illinois
$2.6M -$23.1K -215 -0.8%
MCB
1103
Morton Community Bank
Illinois
$2.6M +$186K +1,725 +7%
CI
1104
Centerstone Investors
New York
$2.6M +$1.06M +9,848 +60%
SJL
1105
Shayne & Jacobs LLC
Tennessee
$2.6M +$134K +1,245 +5%
BFA
1106
Beaumont Financial Advisors
Massachusetts
$2.59M -$388K -3,600 -12%
BFA
1107
Buttonwood Financial Advisors
Maryland
$2.56M -$63.3K -588 -2%
SIM
1108
Studio Investment Management
Illinois
$2.56M +$170K +1,581 +7%
CAM
1109
Costello Asset Management
Pennsylvania
$2.56M -$682K -6,339 -20%
MKA
1110
M. Kulyk & Associates
Georgia
$2.55M +$7.97K +74 +0.3%
MIA
1111
MainStreet Investment Advisors
Illinois
$2.55M -$213K -1,983 -7%
LA
1112
LBP AM
France
$2.55M +$46.4K +431 +2%
AC
1113
Abbrea Capital
California
$2.55M -$85.3K -792 -3%
RA
1114
RiverPark Advisors
New York
$2.54M +$130K +1,206 +5%
BHBT
1115
Burke & Herbert Bank & Trust
Virginia
$2.54M +$2.14M +19,855 +346%
MJRIC
1116
Mogy Joel R Investment Counsel
California
$2.54M -$80.7K -750 -3%
PP
1117
Patten & Patten
Tennessee
$2.53M -$54.3K -504 -2%
AGP
1118
Autumn Glory Partners
Texas
$2.53M
KC
1119
Knuff & Co
California
$2.52M -$64.1K -595 -2%
AFG
1120
Atomi Financial Group
New York
$2.51M +$346K +3,217 +15%
NL
1121
NVWM LLC
Pennsylvania
$2.5M -$395K -3,667 -13%
SMH
1122
Sanders Morris Harris
Texas
$2.5M -$53.8K -500 -2%
BOSSRA
1123
B.O.S.S. Retirement Advisors
Utah
$2.5M +$863K +8,017 +47%
TSW
1124
Thompson Siegel & Walmsley
Virginia
$2.49M -$92.3K -857 -3%
AWCI
1125
Alpine Woods Capital Investors
New York
$2.49M -$499K -4,631 -16%

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.