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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
PL
1426
Perpetual Ltd
Australia
$1.41M +$70.9K +659 +5%
WAG
1427
Winthrop Advisory Group
Massachusetts
$1.41M -$25.1K -233 -2%
DIA
1428
Dana Investment Advisors
Wisconsin
$1.4M +$11.8K +110 +0.8%
NAS
1429
Nicolet Advisory Services
Wisconsin
$1.4M +$95.8K +890 +7%
BTWM
1430
Baker Tilly Wealth Management
Wisconsin
$1.4M -$1.93M -17,939 -56%
EFG
1431
Embree Financial Group
Illinois
$1.4M -$258K -2,394 -15%
MWM
1432
Modern Wealth Management
Kansas
$1.4M +$215 +2 +0%
MAM
1433
MWA Asset Management
Massachusetts
$1.4M -$11.3K -105 -0.7%
NB
1434
Northwest Bancshares
Pennsylvania
$1.39M -$4.26M -39,572 -74%
RT
1435
Rockland Trust
Massachusetts
$1.39M +$431 +4 +0%
AWM
1436
Absher Wealth Management
North Carolina
$1.39M -$482K -4,482 -24%
KAS
1437
KPP Advisory Services
Kentucky
$1.39M -$7K -65 -0.5%
CTC
1438
Cetera Trust Company
Minnesota
$1.39M -$24.2K -225 -2%
MFS
1439
Monetta Financial Services
Illinois
$1.39M
TWP
1440
Tempus Wealth Planning
California
$1.39M +$209K +1,939 +16%
BWP
1441
BSW Wealth Partners
Colorado
$1.39M -$35.7K -332 -2%
JIR
1442
James Investment Research
Ohio
$1.38M +$646 +6 +0%
GPFA
1443
Game Plan Financial Advisors
Ohio
$1.38M -$18.2K -169 -1%
ABLA
1444
Alan B. Lancz & Associates
Ohio
$1.38M +$1.49M +13,883 New
CPSC
1445
Carl P. Sherr & Co
Massachusetts
$1.38M -$24.8K -230 -2%
ANBT
1446
American National Bank & Trust
Texas
$1.38M -$396K -3,678 -21%
EML
1447
Eos Management LP
New York
$1.37M
CB
1448
Cadence Bank
Mississippi
$1.36M -$9.47K -88 -0.6%
HT
1449
HAP Trading
New York
$1.36M +$1.47M +13,673 New
CT
1450
Chicago Trust
Illinois
$1.36M -$414K -3,845 -22%

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.