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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
NPP
1276
New Potomac Partners
Maryland
$1.87M +$26.7K +248 +1%
ST
1277
Smithfield Trust
Pennsylvania
$1.86M -$19.4K -180 -1%
CRIG
1278
Charter Research & Investment Group
Connecticut
$1.86M -$9.15K -85 -0.5%
CAM
1279
Councilmark Asset Management
Tennessee
$1.86M
FWM
1280
Focused Wealth Management
New York
$1.86M -$1.6M -14,895 -44%
BAM
1281
Belpointe Asset Management
Nevada
$1.85M +$118K +1,100 +6%
FGAM
1282
Financial Gravity Asset Management
Texas
$1.85M -$1.77M -16,456 -47%
HRC
1283
Hoertkorn Richard Charles
$1.85M -$32.3K -300 -2%
UWM
1284
Udine Wealth Management
Florida
$1.84M +$110K +1,026 +6%
MC
1285
Mirabaud & Cie
Switzerland
$1.84M +$123K +1,145 +7%
SLFPAM
1286
St. Louis Financial Planners Asset Management
Missouri
$1.83M -$28.6K -266 -1%
WAS
1287
Winch Advisory Services
Wisconsin
$1.82M +$16.7K +155 +0.9%
IBOK
1288
Independence Bank of Kentucky
Kentucky
$1.81M +$85.6K +795 +5%
GAG
1289
GM Advisory Group
New York
$1.81M -$4.95K -46 -0.3%
LSAG
1290
Lake Street Advisors Group
New Hampshire
$1.81M -$127K -1,184 -6%
MAM
1291
Morse Asset Management
Connecticut
$1.8M +$92K +855 +5%
BWA
1292
Beam Wealth Advisors
Louisiana
$1.8M +$1.67M +15,517 +593%
NAM
1293
NTV Asset Management
West Virginia
$1.8M +$29K +269 +2%
MP
1294
McDonald Partners
Ohio
$1.79M +$10.4K +97 +0.5%
MUAMU
1295
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.79M -$754K -7,000 -28%
AA
1296
Auxano Advisors
Washington
$1.79M -$26.5K -246 -1%
WBC
1297
Westpac Banking Corp
Australia
$1.79M +$146K +1,356 +8%
CPBTD
1298
Central Pacific Bank - Trust Division
Hawaii
$1.78M -$202K -1,872 -9%
HWA
1299
HCR Wealth Advisors
California
$1.78M -$185K -1,720 -9%
MBT
1300
Montecito Bank & Trust
California
$1.78M -$4.2K -39 -0.2%

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.