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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
CWM
1576
Calamos Wealth Management
Illinois
$1.1M -$239K -2,216 -17%
DDC
1577
DF Dent & Co
Maryland
$1.1M -$13.5K -125 -1%
PA
1578
Prossimo Advisors
California
$1.09M +$1.18M +10,956 New
AWM
1579
Avitas Wealth Management
California
$1.08M -$7.75K -72 -0.7%
ICP
1580
Interchange Capital Partners
Pennsylvania
$1.08M +$748K +6,948 +176%
LFG
1581
Larson Financial Group
Missouri
$1.08M +$113K +1,049 +11%
CNBT
1582
Cornerstone National Bank & Trust
Illinois
$1.08M +$169K +1,570 +17%
CW
1583
CreativeOne Wealth
Kansas
$1.08M -$3.55K -33 -0.3%
CGL
1584
Clarius Group LLC
Washington
$1.08M -$69.6K -647 -6%
JMFC
1585
J.M. Forbes & Co
Massachusetts
$1.07M -$6.89K -64 -0.6%
IB
1586
Intrust Bank
Kansas
$1.07M +$40K +372 +4%
PCM
1587
Palouse Capital Management
Washington
$1.07M -$20.1K -187 -2%
HKIM
1588
Hayek Kallen Investment Management
Alabama
$1.07M -$21.5K -200 -2%
SFO
1589
Stokes Family Office
Louisiana
$1.07M -$59.7K -555 -5%
TFS
1590
Thoroughbred Financial Services
Tennessee
$1.07M +$485K +4,502 +72%
SN
1591
Sittner & Nelson
Oregon
$1.07M
SWM
1592
SeaCrest Wealth Management
New York
$1.07M -$68.1K -633 -6%
HAG
1593
HF Advisory Group
Maryland
$1.07M +$24.4K +227 +2%
BCG
1594
Breakwater Capital Group
New Jersey
$1.06M +$123K +1,146 +12%
WEG
1595
World Equity Group
Illinois
$1.06M -$1.1M -10,181 -49%
CVM
1596
Cheviot Value Management
California
$1.05M -$5.71K -53 -0.5%
SAA
1597
Southeast Asset Advisors
Georgia
$1.05M -$38.8K -360 -3%
MW
1598
Marcum Wealth
Ohio
$1.05M +$21.7K +202 +2%
SFG
1599
Synergy Financial Group
California
$1.05M -$46.8K -435 -4%
CCFCSB
1600
Cape Cod Five Cents Savings Bank
Massachusetts
$1.05M -$39.1K -363 -3%

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.