We are live on ! Find out more
DIS icon

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
AO
1801
Advisor OS
Illinois
$767K -$8.5K -79 -1%
AWA
1802
Acorn Wealth Advisors
Michigan
$767K +$105K +971 +14%
EB
1803
Eastern Bank
Massachusetts
$767K -$178K -1,656 -18%
BIM
1804
Baldwin Investment Management
Pennsylvania
$766K -$8.07K -75 -1%
GWM
1805
Gibbs Wealth Management
Georgia
$765K +$260K +2,416 +46%
BFM
1806
Boothbay Fund Management
New York
$765K +$829K +7,703 New
MWM
1807
Mittelman Wealth Management
Massachusetts
$763K +$25.3K +235 +3%
EFL
1808
ERn Financial LLC
Wisconsin
$763K +$13.1K +122 +2%
SCA
1809
Sippican Capital Advisors
Massachusetts
$763K -$40.9K -380 -5%
VAS
1810
Valicenti Advisory Services
New York
$762K -$7.11K -66 -0.9%
AFM
1811
Armstrong Fleming & Moore
District of Columbia
$760K +$11.3K +105 +1%
FCAS
1812
First Command Advisory Services
Texas
$759K -$14.3K -133 -2%
AMIM
1813
Aull & Monroe Investment Management
Alabama
$759K +$6.14K +57 +0.8%
AWM
1814
Aberdeen Wealth Management
Illinois
$759K -$110K -1,020 -12%
IIM
1815
Intact Investment Management
Quebec, Canada
$758K +$51.7K +480 +7%
CW
1816
CIC Wealth
Maryland
$757K -$17.5K -163 -2%
CCA
1817
Catalyst Capital Advisors
New York
$756K
AA
1818
ALPS Advisors
Colorado
$756K -$101K -937 -11%
NRD
1819
Nebula Research & Development
New York
$756K +$820K +7,616 New
PCG
1820
Prosperity Consulting Group
Maryland
$755K -$158K -1,471 -16%
RW
1821
RVW Wealth
California
$755K -$40.7K -378 -5%
MAM
1822
Milestone Asset Management
Pennsylvania
$755K +$30.5K +283 +4%
KWS
1823
Keystone Wealth Services
California
$754K -$215 -2 -0%
CWM
1824
Collaborative Wealth Management
Florida
$752K -$6.03K -56 -0.7%
CAS
1825
CTC Alternative Strategies
Illinois
$752K +$815K +7,571 New

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.