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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
BFPW
1226
BOK Financial Private Wealth
Colorado
$2.09M +$475K +4,416 +26%
EA
1227
Ellsworth Advisors
Ohio
$2.09M +$144K +1,336 +7%
SF
1228
Summit Financial
New Jersey
$2.09M +$1M +9,321 +80%
FRM
1229
Fox Run Management
Connecticut
$2.08M +$2.26M +20,966 New
HI
1230
Harbour Investments
Wisconsin
$2.08M -$150K -1,391 -6%
KCM
1231
Kornitzer Capital Management
Kansas
$2.08M +$140K +1,303 +7%
RSWM
1232
Robertson Stephens Wealth Management
California
$2.08M +$152K +1,411 +7%
IAN
1233
Integrated Advisors Network
Texas
$2.06M -$4.36M -40,521 -66%
CIC
1234
Cornercap Investment Counsel
Georgia
$2.05M +$1.98M +18,390 +799%
VIM
1235
Vista Investment Management
Pennsylvania
$2.05M -$310K -2,876 -12%
GI
1236
GS Investments
Minnesota
$2.05M
WA
1237
Wealth Alliance
New York
$2.05M -$31K -288 -1%
SOAMC
1238
Spirit of America Management Corp
New York
$2.05M
ATPW
1239
Ashton Thomas Private Wealth
Arizona
$2.05M -$26.2K -243 -1%
AIP
1240
Ameritas Investment Partners
Nebraska
$2.04M -$70.7K -657 -3%
PWM
1241
Palumbo Wealth Management
New York
$2.03M -$508K -4,723 -19%
CPC
1242
Congress Park Capital
New York
$2.03M -$19.3K -179 -0.9%
JHCP
1243
Jackson Hole Capital Partners
Oklahoma
$2.03M -$14.1K -131 -0.6%
FHA
1244
First Horizon Advisors
Tennessee
$2.01M -$458K -4,256 -17%
CWM
1245
Cornerstone Wealth Management
Missouri
$2.01M +$37.9K +352 +2%
CD
1246
Chapin Davis
Maryland
$2.01M -$50.6K -470 -2%
AB
1247
Atlas Brown
Kentucky
$2M -$42.5K -395 -2%
CA
1248
Continuum Advisory
Idaho
$2M -$106K -985 -5%
TW
1249
TritonPoint Wealth
Maryland
$2M -$33K -307 -2%
HI
1250
Hendershot Investments
Virginia
$2M -$164K -1,525 -7%

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.