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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
TCOO
1451
Trust Company of Oklahoma
Oklahoma
$1.36M -$99.5K -924 -6%
ECM
1452
Estabrook Capital Management
New York
$1.36M -$41.8K -388 -3%
MFG
1453
MidWestOne Financial Group
Iowa
$1.35M -$113K -1,051 -7%
CMI
1454
Clare Market Investments
Texas
$1.35M +$171K +1,587 +13%
IAMOG
1455
Investors Asset Management of Georgia
Georgia
$1.34M +$21.2K +197 +1%
GFPC
1456
Global Financial Private Client
Florida
$1.34M +$862K +8,003 +145%
OFW
1457
Omnia Family Wealth
Florida
$1.34M -$45.9K -426 -3%
HCM
1458
Hollencrest Capital Management
California
$1.33M -$646 -6 -0%
JE
1459
JMAC Enterprises
Pennsylvania
$1.33M -$19.2K -178 -1%
CWM
1460
Cordatus Wealth Management
Pennsylvania
$1.33M +$1.44M +13,419 New
FNBTCON
1461
First National Bank & Trust Co of Newtown
Pennsylvania
$1.33M -$88.8K -825 -6%
CI
1462
Ceera Investments
Texas
$1.33M -$18.3K -170 -1%
MLA
1463
My Legacy Advisors
Oregon
$1.32M -$71.5K -664 -5%
FLI
1464
Family Legacy Inc
South Carolina
$1.32M +$22.5K +209 +2%
MASUI
1465
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.32M +$1.43M +13,252 New
CBA
1466
Coastal Bridge Advisors
Connecticut
$1.31M +$178K +1,653 +14%
AC
1467
Avestar Capital
New York
$1.31M +$143K +1,331 +11%
DTC
1468
Davidson Trust Company
Washington
$1.31M -$251K -2,335 -15%
HW
1469
Hancock Whitney
Mississippi
$1.31M -$17.2K -160 -1%
KA
1470
Kovack Advisors
Florida
$1.31M -$283K -2,633 -17%
MW
1471
Maia Wealth
Colorado
$1.31M +$1.46M +13,528 New
TPCW
1472
TD Private Client Wealth
New York
$1.31M -$17.1K -159 -1%
MCCP
1473
Mission Creek Capital Partners
California
$1.31M -$998K -9,269 -41%
CCWA
1474
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.3M +$217K +2,017 +18%
EWM
1475
Elmwood Wealth Management
California
$1.3M -$69.4K -645 -5%

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.