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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
WWM
1326
WT Wealth Management
Arizona
$1.71M -$24.3K -226 -1%
VCM
1327
Violich Capital Management
California
$1.7M -$233K -2,165 -11%
T2I
1328
Turim 21 Investimentos
Brazil
$1.69M +$73.2K +680 +4%
NS
1329
NBC Securities
Alabama
$1.69M -$310K -2,880 -14%
BI
1330
Bramshill Investments
Florida
$1.69M
SACTSONJ
1331
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.69M
LC
1332
Lindbrook Capital
California
$1.69M -$84.1K -781 -4%
SSI
1333
Scott & Selber Inc
Texas
$1.68M +$42.3K +393 +2%
SIC
1334
Salem Investment Counselors
North Carolina
$1.68M -$286K -2,654 -14%
SXL
1335
Summit X LLC
Missouri
$1.68M -$497K -4,618 -21%
CIA
1336
Cladis Investment Advisory
Montana
$1.68M +$24.2K +225 +1%
PIA
1337
Perennial Investment Advisors
California
$1.67M +$50.4K +468 +3%
UB
1338
Umpqua Bank
Oregon
$1.67M -$96.9K -900 -5%
CFS
1339
CRA Financial Services
New Jersey
$1.66M -$62K -576 -3%
IAM
1340
Infusive Asset Management
New York
$1.66M +$1.8M +16,747 New
CCA
1341
Checchi Capital Advisers
California
$1.66M -$73.7K -685 -4%
HCCM
1342
Hudson Canyon Capital Management
New York
$1.66M +$32.2K +299 +2%
RGC
1343
Roberts, Glore & Co
Illinois
$1.66M -$51.2K -476 -3%
WC
1344
Wynn Capital
Georgia
$1.66M -$2.26K -21 -0.1%
PCP
1345
Proficio Capital Partners
Massachusetts
$1.65M -$33.9K -315 -2%
LMKC
1346
L.M. Kohn & Company
Ohio
$1.65M -$102K -943 -5%
BC
1347
Broadwater Capital
Massachusetts
$1.64M -$5.38K -50 -0.3%
SIC
1348
Sterling Investment Counsel
New York
$1.64M -$205K -1,906 -10%
RCI
1349
RS Crum Inc
California
$1.64M -$44.2K -411 -2%
QI
1350
Qtron Investments
Massachusetts
$1.64M +$239K +2,220 +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.