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Walt Disney
DIS

Overview Fund Activity

3,029 hedge funds and large institutions have $125B invested in Walt Disney in 2025 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,228 increasing their positions, 1,363 reducing their positions, and 268 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,029
Holders Change
-171
Holders Change %
-5.34%
% of All Funds
41.14%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.92%
New
157
Increased
1,228
Reduced
1,363
Closed
268
Calls
$2.59B
Puts
$3.25B
Net Calls
-$663M
Net Calls Change
+$309M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$510M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$254M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
5
Marshall Wace
Marshall Wace
United Kingdom
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$659M
2
Citadel Advisors
Citadel Advisors
Florida
-$250M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$171M
4
Capital World Investors
Capital World Investors
California
-$156M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
1801
Principal Street Partners
Tennessee
$729K +$58.8K +596 +9%
CWM
1802
Centurion Wealth Management
Virginia
$728K – – –
HCMG
1803
Howard Capital Management Group
California
$724K -$16.9K -171 -2%
OPA
1804
Old Port Advisors
Maine
$722K +$6.42K +65 +0.9%
BWG
1805
Beta Wealth Group
California
$720K -$4.87M -49,357 -87%
FWM
1806
Forza Wealth Management
Florida
$719K +$10.9K +110 +2%
PWMG
1807
Prestige Wealth Management Group
New Jersey
$719K -$72.3K -733 -9%
VCA
1808
Verdence Capital Advisors
Maryland
$717K +$22.9K +232 +3%
OBWG
1809
Onyx Bridge Wealth Group
New York
$716K -$37.3K -378 -5%
SIA
1810
Soltis Investment Advisors
Utah
$715K +$63.4K +642 +10%
PMSA
1811
Patrick M. Sweeney & Associates
Illinois
$714K – – –
PCS
1812
Personal CFO Solutions
New Jersey
$714K +$132K +1,334 +23%
KWA
1813
Kondo Wealth Advisors
California
$714K +$4.64K +47 +0.7%
MFT
1814
Moisand Fitzgerald Tamayo
Florida
$713K +$1.78K +18 +0.2%
GSWM
1815
Golden State Wealth Management
California
$713K +$117K +1,188 +20%
HCP
1816
Hexagon Capital Partners
Arkansas
$709K -$87.1K -882 -11%
DAM
1817
Deltec Asset Management
New York
$706K – – –
CCM
1818
Chiron Capital Management
Florida
$706K -$5.92K -60 -0.8%
GLR
1819
Great Lakes Retirement
Ohio
$706K +$71.7K +726 +11%
SPF
1820
South Plains Financial
Texas
$705K -$25.9K -262 -4%
OC
1821
Oakworth Capital
Alabama
$702K -$88.6K -898 -11%
HNWAG
1822
High Net Worth Advisory Group
Florida
$701K +$99 +1 +0%
EFL
1823
ERn Financial LLC
Wisconsin
$699K -$45.9K -465 -6%
WMG
1824
WESCAP Management Group
California
$695K – – –
QC
1825
Quent Capital
New York
$694K -$11.9K -121 -2%
71 72
73
74 75