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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
WA
1201
WBH Advisory
Maryland
$2.19M -$147K -1,362 -6%
MWAM
1202
Manhattan West Asset Management
California
$2.18M -$321K -2,980 -12%
PPWP
1203
Premier Path Wealth Partners
New Jersey
$2.18M +$112K +1,040 +5%
MCM
1204
Monarch Capital Management
Indiana
$2.16M -$55.5K -516 -2%
MNBTD
1205
Moody National Bank Trust Division
Texas
$2.16M +$72K +669 +3%
GCC
1206
Guardian Capital (Canada)
Ontario, Canada
$2.16M -$660K -6,130 -22%
FBT
1207
First Bankers Trust
Kentucky
$2.16M +$140K +1,305 +6%
GIM
1208
Guardian Investment Management
California
$2.15M +$1.98M +18,433 +567%
CFMC
1209
Curbstone Financial Management Corp
New Hampshire
$2.15M -$43.1K -400 -2%
NCM
1210
Nelson Capital Management
California
$2.14M -$44.2K -411 -2%
DWA
1211
Douglass Winthrop Advisors
New York
$2.14M -$23.1K -215 -1%
BHCM
1212
Brevan Howard Capital Management
Jersey
$2.14M -$2.71M -25,205 -54%
DS
1213
DRW Securities
Illinois
$2.14M +$1.62M +15,044 +231%
BWM
1214
BCGM Wealth Management
Indiana
$2.14M -$9.26K -86 -0.4%
EWM
1215
Elevatus Welath Management
New York
$2.13M -$2.61M -24,239 -53%
WP
1216
Westmount Partners
California
$2.13M +$299K +2,774 +15%
CNFG
1217
Creegan & Nassoura Financial Group
New Hampshire
$2.13M -$18.8K -175 -0.8%
FMTC
1218
Farmers & Merchants Trust Company
California
$2.13M +$466K +4,325 +25%
HIM
1219
Harbour Investment Management
Washington
$2.12M +$14.9K +138 +0.7%
SLI
1220
Sumitomo Life Insurance
Japan
$2.11M -$298K -2,768 -12%
XWM
1221
Xcel Wealth Management
Florida
$2.1M -$21.3K -198 -0.9%
MG
1222
Marex Group
$2.1M -$38.5M -358,037 -94%
TAM
1223
Trust Asset Management
Texas
$2.1M
JRP
1224
Jasper Ridge Partners
California
$2.1M
FFG
1225
Frisch Financial Group
New York
$2.09M -$130K -1,207 -5%

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.