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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
WFS
1626
Widmann Financial Services
Maryland
$1M -$2.69K -25 -0.2%
LC
1627
LCNB Corp
Ohio
$1M -$34K -316 -3%
CPM
1628
Connective Portfolio Management
New York
$1M -$1.18M -11,000 -52%
BEC
1629
Blue Edge Capital
Virginia
$1M -$10.8K -100 -1%
AWA
1630
Aaron Wealth Advisors
Illinois
$997K +$68.1K +633 +7%
JWA
1631
JFS Wealth Advisors
Pennsylvania
$996K -$36.3K -337 -3%
ACM
1632
AlphaStar Capital Management
North Carolina
$995K -$3.77K -35 -0.3%
CFG
1633
Carr Financial Group
Massachusetts
$994K -$169K -1,569 -14%
FLC
1634
Fifth Lane Capital
Texas
$993K
GDP
1635
Great Diamond Partners
Maine
$992K -$215 -2 -0%
LOAMU
1636
Lombard Odier Asset Management (USA)
New York
$990K +$1.07M +9,975 New
SA
1637
SRH Advisors
Kansas
$988K
EAM
1638
Eagle Asset Management
Florida
$986K +$163K +1,514 +18%
AP
1639
Americana Partners
Texas
$982K -$48.2K -448 -4%
SWM
1640
Salvus Wealth Management
New Jersey
$981K -$12.8K -119 -1%
HWP
1641
Highline Wealth Partners
California
$977K -$10.3K -96 -1%
AFM
1642
Abbot Financial Management
Massachusetts
$975K -$25.3K -235 -2%
BSA
1643
Braun Stacey Associates
New York
$968K +$501K +4,651 +91%
BTW
1644
Boston Trust Walden
Massachusetts
$966K -$45.8K -425 -4%
LOIP
1645
Live Oak Investment Partners
Texas
$963K
MLL
1646
Moody Lynn & Lieberson
Massachusetts
$963K +$1.61K +15 +0.2%
KFGK
1647
Keystone Financial Group (Kentucky)
Kentucky
$963K +$160K +1,482 +18%
AWM
1648
Aprio Wealth Management
Georgia
$959K +$142K +1,320 +16%
DFC
1649
DB Fitzpatrick & Co
Idaho
$955K -$8.5K -79 -0.8%
TF
1650
TLWM Financial
Texas
$953K -$22.3K -207 -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.