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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
EBWM
1376
Eagle Bluffs Wealth Management
Missouri
$1.57M +$9.47K +88 +0.6%
WCM
1377
Weik Capital Management
Pennsylvania
$1.57M -$16.1K -150 -0.9%
AIC
1378
Archer Investment Corporation
Indiana
$1.56M +$109K +1,017 +7%
JFA
1379
JNBA Financial Advisors
Minnesota
$1.56M +$24.1K +224 +1%
NSB
1380
Norway Savings Bank
Maine
$1.56M -$37.5K -348 -2%
DAM
1381
Diamant Asset Management
Connecticut
$1.56M -$17.2K -160 -1%
RA
1382
RFG Advisory
Alabama
$1.55M +$281K +2,614 +20%
OAM
1383
Occidental Asset Management
California
$1.55M +$239K +2,224 +17%
GFS
1384
GYL Financial Synergies
Connecticut
$1.55M -$23.1K -215 -1%
GLA
1385
Good Life Advisors
Pennsylvania
$1.55M +$151K +1,404 +10%
CNAM
1386
Campbell Newman Asset Management
Wisconsin
$1.55M
CCP
1387
Carmel Capital Partners
California
$1.55M +$68.5K +636 +4%
ODG
1388
O'Dell Group
Ohio
$1.55M
BDS
1389
Banco de Sabadell
Florida
$1.53M -$14K -130 -0.8%
PP
1390
Pingora Partners
Wyoming
$1.53M -$89.5K -831 -5%
CA
1391
Claro Advisors
Massachusetts
$1.53M +$79.2K +736 +5%
CA
1392
Corrado Advisors
New Jersey
$1.52M -$82.5K -766 -5%
BTI
1393
Blue Trust Inc
Georgia
$1.52M +$50.7K +471 +4%
LJAC
1394
L.J. Altfest & Co
New York
$1.52M -$816K -7,578 -33%
WPC
1395
Wedmont Private Capital
Pennsylvania
$1.51M +$262K +2,435 +19%
CA
1396
Cumberland Advisors
Florida
$1.51M +$108K +1,000 +7%
PTC
1397
Private Trust Company
Ohio
$1.51M +$105K +980 +7%
WP
1398
WMS Partners
Maryland
$1.5M -$108K -1,005 -6%
FSA
1399
Fort Sheridan Advisors
Illinois
$1.5M +$196K +1,817 +14%
FCA
1400
FLC Capital Advisors
California
$1.5M -$1.51K -14 -0.1%

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.