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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
IRC
1726
Investors Research Corp
Georgia
$860K
CIM
1727
CIM Investment Management
Pennsylvania
$858K -$5.49K -51 -0.6%
VW
1728
Vance Wealth
California
$858K -$41.6K -386 -4%
OIS
1729
Okabena Investment Services
Minnesota
$853K +$925K +8,593 New
OTL
1730
Oak Thistle LLC
New York
$853K +$924K +8,588 New
FCB
1731
First County Bank
Connecticut
$851K -$62.7K -582 -6%
AGAM
1732
Audent Global Asset Management
California
$849K -$106K -981 -10%
CPRC
1733
Consolidated Portfolio Review Corp
New York
$847K +$190K +1,768 +26%
NG
1734
Norden Group
Utah
$846K -$110K -1,020 -11%
CC
1735
Constitution Capital
Connecticut
$844K +$915K +8,500 New
OBWG
1736
Onyx Bridge Wealth Group
New York
$843K -$19.4K -180 -2%
IGAM
1737
iA Global Asset Management
Quebec, Canada
$841K -$9.6M -89,205 -91%
PI
1738
PGGM Investments
Netherlands
$841K
UAML
1739
US Asset Management LLC
Pennsylvania
$835K -$33.9K -315 -4%
VIP
1740
Vista Investment Partners
Oklahoma
$834K -$2.69K -25 -0.3%
CastleKeep Investment Advisors
1741
CastleKeep Investment Advisors
Connecticut
$833K -$89.6K -832 -9%
TCPW
1742
Twin City Private Wealth
North Carolina
$829K +$110K +1,019 +14%
EM
1743
Excalibur Management
Massachusetts
$829K +$72.6K +674 +9%
SWA
1744
Sax Wealth Advisors
New Jersey
$826K +$2.91K +27 +0.3%
SC
1745
Schulhoff & Co
Ohio
$823K
GG
1746
Gleason Group
Kentucky
$822K
FTC
1747
Farmers Trust Company
Ohio
$822K -$33.8K -314 -4%
STA
1748
Smith Thornton Advisors
Alabama
$821K +$891K +8,274 New
JPLA
1749
Joseph P. Lucia & Associates
New York
$820K -$71.2K -661 -7%
CCWM
1750
Cassaday & Co Wealth Management
Virginia
$818K -$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.