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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
BWG
1476
Boomfish Wealth Group
Georgia
$1.3M +$16.6K +154 +1%
APIM
1477
Agate Pass Investment Management
Washington
$1.3M +$97.4K +905 +7%
JAG
1478
Journey Advisory Group
Kentucky
$1.3M -$192K -1,785 -12%
SVWAG
1479
Sound View Wealth Advisors Group
Georgia
$1.3M -$6.78K -63 -0.5%
DCM
1480
Donaldson Capital Management
Indiana
$1.29M -$17.3K -161 -1%
PP
1481
Paloma Partners
Connecticut
$1.29M -$1.14M -10,544 -45%
CPW
1482
Cove Private Wealth
New York
$1.29M
NGA
1483
Naples Global Advisors
Florida
$1.28M +$5.92K +55 +0.4%
HIC
1484
Hartline Investment Corp
Illinois
$1.28M +$250K +2,326 +22%
SWA
1485
SOA Wealth Advisors
New York
$1.28M -$480K -4,460 -26%
CT
1486
Caldwell Trust
Florida
$1.28M +$65.5K +608 +5%
ONB
1487
Old National Bancorp
Indiana
$1.28M -$145K -1,349 -9%
RFA
1488
Resurgent Financial Advisors
Georgia
$1.27M -$92.8K -862 -6%
HA
1489
Herold Advisors
New York
$1.27M +$26.9K +250 +2%
LIA
1490
LBMC Investment Advisors
Tennessee
$1.27M
WIA
1491
World Investment Advisors
California
$1.27M +$1.15M +10,722 +528%
GWP
1492
Gen-Wealth Partners
Michigan
$1.27M +$70.8K +658 +5%
MBTD
1493
Mechanics Bank - Trust Department
California
$1.26M +$92.6K +860 +7%
TA
1494
Tectonic Advisors
Texas
$1.26M +$106K +984 +8%
MWA
1495
Midland Wealth Advisors
Illinois
$1.26M -$176K -1,631 -11%
WA1
1496
Wimmer Associates 1
California
$1.26M -$33.4K -310 -2%
CCM
1497
Cinctive Capital Management
New York
$1.25M +$727K +6,754 +115%
CFM
1498
Capricorn Fund Managers
United Kingdom
$1.25M +$172K +1,600 +15%
BOH
1499
Bank of Hawaii
Hawaii
$1.25M +$84K +780 +7%
MIM
1500
Moseley Investment Management
Florida
$1.25M +$18.7K +174 +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.