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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
MA
1351
MONECO Advisors
Connecticut
$1.64M -$433K -4,018 -20%
HVP
1352
Hudson Value Partners
Florida
$1.64M +$6.46K +60 +0.4%
MPAM
1353
Murphy Pohlad Asset Management
Minnesota
$1.63M
OHWP
1354
Oak Harbor Wealth Partners
North Carolina
$1.63M -$5.17K -48 -0.3%
SP
1355
SWS Partners
Ohio
$1.63M +$171K +1,592 +11%
BCM
1356
Boltwood Capital Management
California
$1.63M -$46.9K -436 -3%
DM
1357
Delphi Management
Massachusetts
$1.62M +$84.5K +785 +5%
USCWA
1358
U.S. Capital Wealth Advisors
Texas
$1.62M +$143K +1,332 +9%
BFWM
1359
Bright Futures Wealth Management
New York
$1.61M +$250K +2,320 +15%
ICM
1360
IMS Capital Management
Oregon
$1.61M -$255K -2,372 -12%
HAC
1361
Harbor Advisory Corp
New Hampshire
$1.61M -$503K -4,670 -22%
HCM
1362
Helios Capital Management
Singapore
$1.6M
EWM
1363
Empirical Wealth Management
Washington
$1.6M +$82.8K +769 +5%
SIA
1364
Schechter Investment Advisors
Michigan
$1.6M +$75.1K +698 +5%
FWCM
1365
Ferguson Wellman Capital Management
Oregon
$1.59M -$131K -1,221 -7%
AL
1366
Aspiriant LLC
California
$1.59M -$415K -3,857 -19%
GLAM
1367
Gardner Lewis Asset Management
Pennsylvania
$1.59M -$2.58M -23,975 -60%
LIM
1368
Letson Investment Management
Georgia
$1.58M
WWM
1369
Western Wealth Management
Colorado
$1.58M +$117K +1,089 +7%
BFC
1370
Bedel Financial Consulting
Indiana
$1.58M -$30.1K -280 -2%
BSB
1371
Bangor Savings Bank
Maine
$1.57M +$20.8K +193 +1%
BIM
1372
Bridges Investment Management
Nebraska
$1.57M -$225K -2,089 -12%
TSWM
1373
Triangle Securities Wealth Management
North Carolina
$1.57M -$48.2K -448 -3%
MMHP
1374
Murphy Middleton Hinkle & Parker
Georgia
$1.57M
PCG
1375
PFC Capital Group
California
$1.57M -$262K -2,430 -13%

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.