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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
SFWC
1776
Strategic Family Wealth Counselors
New Jersey
$790K +$646 +6 +0.1%
OF
1777
Outfitter Financial
Maine
$790K -$1.08K -10 -0.1%
NB
1778
Nicolet Bankshares
Wisconsin
$788K -$18.4K -171 -2%
OIAM
1779
OFI Invest Asset Management
France
$787K +$875K +8,129 +2,209%
FUBT
1780
First United Bank & Trust
Maryland
$787K
FIA
1781
FNY Investment Advisers
New York
$787K +$731K +6,795 +597%
SOS
1782
Silver Oak Securities
Tennessee
$787K -$26.3K -244 -3%
UCB
1783
United Community Bank
South Carolina
$786K -$98.6K -916 -10%
GM
1784
GeoWealth Management
Illinois
$785K +$255K +2,370 +43%
HCP
1785
Hexagon Capital Partners
Arkansas
$782K +$141K +1,311 +20%
EWA
1786
Exencial Wealth Advisors
Oklahoma
$781K -$634K -5,891 -43%
FDCP
1787
Foster Dykema Cabot & Partners
Massachusetts
$781K -$1.18K -11 -0.1%
AFO
1788
Arrowroot Family Office
California
$779K -$25.1K -233 -3%
OC
1789
Oakworth Capital
Alabama
$778K -$45.3K -421 -5%
MTIM
1790
Marathon Trading Investment Management
Pennsylvania
$775K +$646K +6,000 +333%
RWP
1791
Ridgecrest Wealth Partners
California
$773K -$861 -8 -0.1%
9WM
1792
9258 Wealth Management
Ohio
$773K +$538 +5 +0.1%
NC
1793
Napatree Capital
Rhode Island
$771K +$82.9K +770 +11%
WIS
1794
Wright Investors Service
Connecticut
$771K +$836K +7,763 New
CCM
1795
Chiron Capital Management
Florida
$771K -$710K -6,600 -46%
FAM
1796
Formidable Asset Management
Ohio
$770K -$31.1K -289 -4%
AF
1797
Apexium Financial
Texas
$769K +$14.9K +138 +2%
WCG
1798
Weaver Consulting Group
California
$768K -$24.8K -230 -3%
WFAG
1799
Wescott Financial Advisory Group
Pennsylvania
$768K +$12.5K +116 +2%
SI
1800
Seeds Investor
New York
$768K +$47.9K +445 +6%

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.