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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
CWP
1751
Cyndeo Wealth Partners
Florida
$817K +$85K +790 +11%
AWM
1752
Aries Wealth Management
Maine
$817K -$45.9K -426 -5%
FNBSF
1753
First National Bank Sioux Falls
South Dakota
$816K
TPI
1754
Trust Point Inc
Wisconsin
$815K -$86.7K -805 -9%
IP
1755
Investment Partners
Ohio
$814K -$4.31K -40 -0.5%
HW
1756
Hedeker Wealth
Illinois
$814K -$942K -8,755 -52%
SCM
1757
Spreng Capital Management
Ohio
$814K -$2.15K -20 -0.2%
LAS
1758
Legacy Advisory Services
Pennsylvania
$813K
MA
1759
MCF Advisors
Kentucky
$812K -$13.1K -122 -1%
PA
1760
PFG Advisors
Arizona
$811K +$79.1K +735 +10%
SJIM
1761
St. Johns Investment Management
Florida
$810K -$47K -437 -5%
HCMG
1762
Howard Capital Management Group
California
$809K -$31.8K -295 -3%
SFA
1763
Source Financial Advisors
New York
$808K +$372K +3,457 +74%
ZCI
1764
Zevenbergen Capital Investments
Washington
$808K -$33.5K -311 -4%
PVM
1765
Palogic Value Management
Texas
$807K +$40.5K +376 +5%
MCM
1766
Manchester Capital Management
Vermont
$803K +$86.9K +807 +11%
QC
1767
Quent Capital
New York
$803K +$34.4K +320 +4%
PBK
1768
Peoples Bank (Kansas)
Kansas
$802K
AI
1769
Accredited Investors
Minnesota
$801K -$15.1K -140 -2%
CCFM
1770
Clear Creek Financial Management
Washington
$800K -$122K -1,130 -12%
SWAG
1771
Spectrum Wealth Advisory Group
California
$799K +$10.9K +101 +1%
FCM
1772
Fairbanks Capital Management
California
$799K -$94.3K -876 -10%
LCM
1773
LCM Capital Management
Illinois
$797K +$90.7K +843 +12%
PWMG
1774
Prestige Wealth Management Group
New Jersey
$795K -$79.6K -739 -8%
OPTFSNA
1775
Old Point Trust & Financial Services N A
Virginia
$792K -$42.4K -394 -5%

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.