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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
IIC
1901
Integrated Investment Consultants
Michigan
$676K
NCM
1902
NCM Capital Management
New Jersey
$674K -$16.1K -150 -2%
EFG
1903
Everhart Financial Group
Ohio
$673K +$119K +1,110 +19%
PTP
1904
Platform Technology Partners
New York
$670K +$727K +6,749 New
APG
1905
Abacus Planning Group
South Carolina
$670K +$15.2K +141 +2%
EAM
1906
Empirical Asset Management
Massachusetts
$669K +$1.07M +9,953 +539%
PFWA
1907
Paces Ferry Wealth Advisors
Georgia
$667K -$17.3K -161 -2%
GWSG
1908
GPS Wealth Strategies Group
Colorado
$666K -$2.8K -26 -0.4%
CWS
1909
Cypress Wealth Services
California
$665K -$121K -1,127 -14%
OWA
1910
Opal Wealth Advisors
New York
$658K -$57.5K -534 -7%
JGIA
1911
Jackson Grant Investment Advisers
Connecticut
$657K
GFA
1912
Gallagher Fiduciary Advisors
Illinois
$657K +$25.7K +239 +4%
SFP
1913
Shepherd Financial Partners
Massachusetts
$656K +$316K +2,937 +80%
PFG
1914
PAX Financial Group
Texas
$655K +$80.5K +748 +13%
BWP
1915
Baldwin Wealth Partners
Massachusetts
$654K -$13K -121 -2%
ECA
1916
Elevated Capital Advisors
Utah
$653K +$50.1K +465 +8%
PWPS
1917
Pinnacle Wealth Planning Services
Ohio
$651K -$92.8K -862 -12%
SWP
1918
Strategic Wealth Partners
Ohio
$649K -$4.95K -46 -0.7%
ZIM
1919
Zacks Investment Management
Illinois
$648K +$156K +1,445 +28%
EP
1920
Edgestream Partners
New Jersey
$644K +$281K +2,610 +67%
RFS
1921
Richardson Financial Services
Massachusetts
$643K -$90.2K -838 -11%
CFG
1922
Cooper Financial Group
California
$638K -$10.8K -100 -2%
AAS
1923
Annex Advisory Services
Wisconsin
$637K +$43.9K +408 +7%
TCBWMS
1924
Texas Capital Bank Wealth Management Services
Texas
$637K +$60.8K +565 +10%
WAS
1925
Wealth Advisory Solutions
Indiana
$636K -$51K -474 -7%

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.