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
LAM
1851
Lewis Asset Management
California
$719K -$6.89K -64 -0.9%
OPA
1852
Old Port Advisors
Maine
$719K -$6.35K -59 -0.8%
CCA
1853
Covey Capital Advisors
Georgia
$717K -$30.2K -281 -4%
BCA
1854
Bay Colony Advisors
Massachusetts
$715K -$366K -3,402 -32%
VAG
1855
VisionPoint Advisory Group
Texas
$715K +$122K +1,131 +19%
BPCE
1856
Bank Pictet & Cie (Europe)
Germany
$714K -$2.72M -25,280 -78%
AWAG
1857
ARS Wealth Advisors Group
Florida
$713K +$18.8K +175 +2%
MFT
1858
Moisand Fitzgerald Tamayo
Florida
$713K +$1.08K +10 +0.1%
TIA
1859
Traphagen Investment Advisors
New Jersey
$712K -$18.2K -169 -2%
CF
1860
Convergence Financial
Missouri
$712K +$528K +4,908 +217%
NA
1861
Navellier & Associates
Nevada
$712K -$10.8K -100 -1%
NFG
1862
Nadler Financial Group
Illinois
$711K +$5.38K +50 +0.7%
BFM
1863
Boston Financial Management
Massachusetts
$708K -$1.13M -10,522 -60%
PMSA
1864
Patrick M. Sweeney & Associates
Illinois
$708K +$1.61K +15 +0.2%
WCF
1865
West Coast Financial
California
$706K +$104K +965 +16%
WMG
1866
WESCAP Management Group
California
$704K +$4.31K +40 +0.6%
LWA
1867
Lantern Wealth Advisors
New York
$704K -$175K -1,622 -23%
PHIC
1868
Pine Haven Investment Counsel
Massachusetts
$703K -$1.08K -10 -0.1%
PMFA
1869
Plante Moran Financial Advisors
Michigan
$702K +$144K +1,342 +23%
LWM
1870
Liberty Wealth Management
California
$701K +$1.07M +9,918 +142%
FG
1871
Foster Group
Iowa
$699K -$12.8K -119 -2%
TPW
1872
Tiller Private Wealth
Pennsylvania
$699K -$7.54K -70 -1%
LAM
1873
L2 Asset Management
Massachusetts
$699K +$74.4K +691 +11%
PIA
1874
Pinion Investment Advisors
Kansas
$699K -$23.1K -215 -3%
PD
1875
Point72 (DIFC)
United Arab Emirates
$698K +$757K +7,029 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.