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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
SP
1501
Stablepoint Partners
Massachusetts
$1.25M -$334K -3,105 -19%
LFA
1502
Legacy Financial Advisors
Kentucky
$1.24M +$25.7K +239 +2%
SFA
1503
Semmax Financial Advisors
North Carolina
$1.24M +$297K +2,759 +24%
FNA
1504
First National Advisers
Nebraska
$1.24M +$66.6K +619 +5%
SCM
1505
Schnieders Capital Management
California
$1.23M -$89.6K -832 -6%
GAM
1506
Garrison Asset Management
Arkansas
$1.23M -$9.04K -84 -0.7%
FW
1507
FullCircle Wealth
Texas
$1.23M +$1.47M +13,699 New
OWP
1508
Obermeyer Wealth Partners
Colorado
$1.23M +$58.7K +545 +5%
KPP
1509
Kings Path Partners
Texas
$1.23M +$1.33M +12,358 New
CIA
1510
Cape Investment Advisory
Georgia
$1.23M -$50.9K -473 -4%
ZIC
1511
ZWJ Investment Counsel
Georgia
$1.23M +$137K +1,274 +12%
LWM
1512
LJI Wealth Management
Indiana
$1.22M -$744K -6,913 -36%
RIA
1513
Realta Investment Advisors
Delaware
$1.22M -$117K -1,084 -8%
ATC
1514
Adirondack Trust Company
New York
$1.22M -$28.9K -268 -2%
BI
1515
Ballast Inc
Kentucky
$1.22M +$124K +1,151 +10%
ESB
1516
Essex Savings Bank
Connecticut
$1.22M +$39.9K +371 +3%
CAC
1517
Certified Advisory Corp
Florida
$1.22M +$1.32M +12,265 New
NEAM
1518
New England Asset Management
Connecticut
$1.21M
EHWM
1519
Eads & Heald Wealth Management
Georgia
$1.21M +$89K +827 +7%
RMCM
1520
Reynders McVeigh Capital Management
Massachusetts
$1.21M -$90.4K -840 -6%
LCM
1521
Leisure Capital Management
California
$1.2M +$30.6K +284 +2%
FFN
1522
Focus Financial Network
Minnesota
$1.2M +$57.8K +537 +5%
GSIAS
1523
Garden State Investment Advisory Services
New Jersey
$1.2M -$17.2K -160 -1%
NCM
1524
Novare Capital Management
North Carolina
$1.2M -$4.21M -39,140 -76%
AG
1525
AIA Group
Hong Kong
$1.19M +$180K +1,672 +16%

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.