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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
VF
1551
VitalStone Financial
Texas
$1.15M +$122K +1,129 +11%
DA
1552
Doliver Advisors
Texas
$1.15M -$49.6K -461 -4%
HCM
1553
Howland Capital Management
Massachusetts
$1.15M -$16.9M -157,363 -93%
WG
1554
Welch Group
Alabama
$1.15M +$440K +4,083 +54%
VFPI
1555
Vantage Financial Partners (Illinois)
Illinois
$1.15M +$32.3K +300 +3%
ACA
1556
Atlas Capital Advisors
Wyoming
$1.15M +$1.18M +10,955 +1,802%
DW30
1557
Drucker Wealth 3.0
New Jersey
$1.15M +$1.24M +11,551 New
UBG
1558
United Bank (Georgia)
Georgia
$1.14M +$226K +2,099 +22%
CC
1559
Copperleaf Capital
North Carolina
$1.13M +$172K +1,594 +16%
NFG
1560
Nations Financial Group
Iowa
$1.13M -$347K -3,226 -22%
EFM
1561
E Fund Management
China
$1.13M +$136K +1,267 +13%
CUAMC
1562
China Universal Asset Management Company
China
$1.13M -$462K -4,288 -27%
KIC
1563
Keating Investment Counselors
Florida
$1.13M -$50.9K -473 -4%
SAF
1564
Smith Anglin Financial
Texas
$1.13M +$17.8K +165 +1%
SC
1565
Sierra Capital
Florida
$1.13M -$51K -474 -4%
PIM
1566
Profit Investment Management
Maryland
$1.12M +$219K +2,037 +22%
ACM
1567
Allred Capital Management
Texas
$1.11M -$5.06K -47 -0.4%
MWA
1568
Monograph Wealth Advisors
California
$1.11M +$272K +2,524 +29%
XF
1569
XML Financial
Maryland
$1.11M +$24.2K +225 +2%
EBT
1570
Enterprise Bank & Trust
Massachusetts
$1.11M +$78.2K +726 +7%
DSC
1571
Duncker Streett & Co
Missouri
$1.11M -$48.4K -450 -4%
BHB
1572
Bank Hapoalim BM
Israel
$1.1M -$336K -3,123 -22%
PFA
1573
Pure Financial Advisors
California
$1.1M -$202K -1,877 -14%
MIC
1574
Maxi Investments CY
Cyprus
$1.1M +$1.19M +11,100 New
MFC
1575
Mechanics Financial Corp
Ohio
$1.1M +$18.2K +169 +2%

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.