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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
CNC
1601
Citizens & Northern Corp
Pennsylvania
$1.04M +$7.64K +71 +0.7%
NHC
1602
Nicholas Hoffman & Company
Georgia
$1.04M -$2.8K -26 -0.2%
GP
1603
Girard Partners
Pennsylvania
$1.04M -$125K -1,160 -10%
BWP
1604
Balboa Wealth Partners
Arizona
$1.04M -$309K -2,872 -22%
TNB
1605
Thomasville National Bank
Georgia
$1.04M -$163K -1,513 -13%
DAM
1606
Deltec Asset Management
New York
$1.04M
AA
1607
Argent Advisors
Louisiana
$1.04M -$18.6K -173 -2%
AIC
1608
Argus Investors Counsel
New York
$1.04M -$174K -1,615 -13%
DC
1609
DeDora Capital
California
$1.04M +$105K +979 +10%
BFG
1610
Berger Financial Group
Minnesota
$1.04M +$350K +3,248 +45%
CPA
1611
Court Place Advisors
Maryland
$1.03M -$109K -1,011 -9%
EM
1612
ELCO Management
New York
$1.03M -$47.4K -440 -4%
SAM
1613
Smartleaf Asset Management
Massachusetts
$1.03M +$120K +1,114 +12%
MTIC
1614
Missouri Trust & Investment Company
Missouri
$1.03M +$104K +965 +10%
EWA
1615
EverSource Wealth Advisors
Alabama
$1.03M +$181K +1,684 +18%
GC
1616
Garde Capital
Washington
$1.03M -$40.2K -373 -3%
BCM
1617
Birmingham Capital Management
Alabama
$1.03M -$33.4K -310 -3%
PCM
1618
Palisade Capital Management
New Jersey
$1.03M -$16.1K -150 -1%
JF
1619
Joule Financial
Kentucky
$1.02M +$24.2K +225 +2%
JSL
1620
JT Stratford LLC
Georgia
$1.02M +$559K +5,196 +103%
KJWM
1621
Kiley Juergens Wealth Management
Washington
$1.02M +$1.1M +10,225 New
FNT
1622
First Nebraska Trust
Nebraska
$1.01M -$3.1M -28,760 -74%
UCI
1623
Uncommon Cents Investing
Wisconsin
$1.01M -$17.2K -160 -2%
AFP
1624
Ausdal Financial Partners
Iowa
$1.01M -$26.4K -245 -2%
WGCA
1625
Wolf Group Capital Advisors
Virginia
$1M +$168K +1,557 +18%

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.