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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
I
1301
INVST
Indiana
$1.78M +$37.5K +348 +2%
SDWIA
1302
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.78M -$14.5K -135 -0.7%
DT
1303
Diversified Trust
Tennessee
$1.78M -$1.14M -10,577 -37%
RMAM
1304
Raab & Moskowitz Asset Management
New Jersey
$1.78M -$34.6K -321 -2%
SAM
1305
Selway Asset Management
$1.78M -$86.1K -800 -4%
CIAS
1306
Capital Investment Advisory Services
North Carolina
$1.77M +$30.2K +281 +2%
UWS
1307
Unique Wealth Strategies
Illinois
$1.77M
FBFS
1308
First Business Financial Services
Wisconsin
$1.77M +$103K +953 +6%
CIM
1309
Chapman Investment Management
California
$1.77M -$287K -2,669 -13%
CT
1310
Clearstead Trust
Maine
$1.76M +$15.9K +148 +0.8%
SMC
1311
Smith, Moore & Co
Missouri
$1.76M -$605K -5,622 -24%
DA
1312
Dover Advisors
Virginia
$1.76M -$110K -1,023 -5%
NW
1313
Naviter Wealth
Arkansas
$1.76M +$157K +1,459 +9%
HWM
1314
Horizon Wealth Management
Illinois
$1.75M +$969 +9 +0.1%
TBWA
1315
Three Bridge Wealth Advisors
California
$1.75M -$70.9K -659 -4%
DMC
1316
Drexel Morgan & Co
Pennsylvania
$1.75M +$108K +1,000 +6%
IIL
1317
Insight Inv LLC
California
$1.73M
MMPW
1318
Mitchell McLeod Pugh & Williams
Alabama
$1.73M -$22K -204 -1%
SSW
1319
Stone Summit Wealth
Florida
$1.73M -$67.8K -630 -3%
FRA
1320
Frank Rimerman Advisors
California
$1.73M +$1.83M +16,981 +4,102%
KWA
1321
Kingswood Wealth Advisors
California
$1.72M +$224K +2,077 +14%
VFA
1322
Voya Financial Advisors
Connecticut
$1.72M +$167K +1,552 +10%
NSIM
1323
North Star Investment Management
Illinois
$1.71M -$25.4K -236 -1%
GI
1324
GAMMA Investing
California
$1.71M +$418K +3,884 +29%
IWA
1325
Icon Wealth Advisors
Texas
$1.71M +$249K +2,315 +15%

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.