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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
TBA
1651
Tower Bridge Advisors
Pennsylvania
$953K -$1.61M -14,913 -61%
BOS
1652
Bank of Stockton
California
$952K -$17.5K -163 -2%
IA
1653
Icon Advisers
Colorado
$951K
CG
1654
Corundum Group
Colorado
$948K +$526K +4,884 +105%
SEIA
1655
Signature Estate & Investment Advisors
California
$947K +$558K +5,180 +119%
FC
1656
Forte Capital
New York
$946K -$12.9K -120 -1%
BFA
1657
Beacon Financial Advisory
Ohio
$945K +$300K +2,786 +41%
ET
1658
Equitable Trust
Tennessee
$944K -$98.9K -919 -9%
CHJWM
1659
Carlton Hofferkamp & Jenks Wealth Management
Texas
$942K -$27.9K -259 -3%
VA
1660
Valmark Advisers
Ohio
$940K +$96.7K +898 +10%
BHC
1661
Bowen Hanes & Co
Florida
$936K
HCP
1662
Holt Capital Partners
Texas
$936K +$50.6K +470 +5%
SM
1663
Sciencast Management
New Jersey
$935K +$1.01M +9,414 New
MPW
1664
Monterey Private Wealth
California
$934K -$9.15K -85 -0.9%
GI
1665
GLOBALT Investments
Georgia
$934K +$795K +7,382 +365%
C
1666
Certuity
Florida
$932K +$36.3K +337 +4%
IUHSA
1667
Itau Unibanco Holding S.A.
Brazil
$930K -$3.19M -29,660 -76%
AEPWM
1668
Atlantic Edge Private Wealth Management
Florida
$930K +$36.1K +335 +4%
FMLI
1669
Fukoku Mutual Life Insurance
Japan
$928K -$10.8K -100 -1%
OIA
1670
Optimum Investment Advisors
Illinois
$926K -$28K -260 -3%
VBCG
1671
Valley Brook Capital Group
Pennsylvania
$926K +$323 +3 +0%
PH
1672
Pinnacle Holdings
Oklahoma
$924K -$16.1K -150 -2%
DCM
1673
Davis Capital Management
Florida
$923K -$89.5K -831 -8%
LA
1674
LexAurum Advisors
Kansas
$922K -$3.98K -37 -0.4%
ZIG
1675
Zullo Investment Group
Pennsylvania
$922K +$35.6K +331 +4%

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.