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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
MCA
1701
Millennium Capital Advisors
Arkansas
$895K -$53.3K -495 -5%
SFP
1702
Sweet Financial Partners
Minnesota
$894K -$16.1K -150 -2%
PSB
1703
Piscataqua Savings Bank
New Hampshire
$894K -$2.69K -25 -0.3%
HR
1704
Hardy Reed
Mississippi
$890K +$251K +2,334 +35%
MIA
1705
MeadowBrook Investment Advisors
Michigan
$890K -$37.7K -350 -4%
DL
1706
DOHJ LLC
Washington
$887K +$8.72K +81 +0.9%
TA
1707
TCM Advisors
West Virginia
$884K
SP
1708
Successful Portfolios
Florida
$883K -$2.91K -27 -0.3%
BA
1709
Bluesphere Advisors
Pennsylvania
$882K +$411K +3,815 +75%
LCWP
1710
Legacy Capital Wealth Partners
Arkansas
$881K +$956K +8,878 New
HVIA
1711
Hudson Valley Investment Advisors
New York
$880K +$98.4K +914 +11%
SIM
1712
Sentry Investment Management
Wisconsin
$876K -$195K -1,808 -17%
MSFS
1713
Main Street Financial Solutions
Pennsylvania
$876K -$26.3K -244 -3%
GSCM
1714
Greenfield Seitz Capital Management
Texas
$873K -$8.29K -77 -0.9%
SG
1715
Strid Group
Pennsylvania
$872K +$9.04K +84 +1%
KFS
1716
Keynote Financial Services
Connecticut
$868K
BBA
1717
BLB&B Advisors
Pennsylvania
$868K -$262K -2,430 -22%
EWS
1718
Evergreen Wealth Solutions
Pennsylvania
$868K -$114K -1,061 -11%
ALAM
1719
Asahi Life Asset Management
Japan
$868K -$688K -6,388 -42%
RBC
1720
Romano Brothers & Co
Illinois
$865K -$63.2K -587 -6%
PWA
1721
Providence Wealth Advisors
Illinois
$864K +$31.3K +291 +3%
WDA
1722
Wendell David Associates
New Hampshire
$863K -$9.69K -90 -1%
GC
1723
Gratus Capital
Georgia
$863K +$339K +3,151 +57%
AI
1724
Arvest Investments
Arkansas
$862K -$7.11K -66 -0.8%
OC
1725
Opinicus Capital
Florida
$862K -$6.57K -61 -0.7%

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.