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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 %
AA
1901
Addison Advisors
Vermont
$613K -$790 -8 -0.1%
SL
1902
Summitry LLC
California
$612K -$160K -1,623 -21%
1IA
1903
1620 Investment Advisors
Massachusetts
$610K -$5.63K -57 -0.9%
JIR
1904
James Investment Research
Ohio
$609K +$6.51K +66 +1%
LA
1905
Lifeworks Advisors
Michigan
$609K +$51.5K +522 +9%
CVM
1906
Cheviot Value Management
California
$606K -$170K -1,843 -22%
TWP
1907
Tyche Wealth Partners
Texas
$605K +$60K +608 +11%
TPI
1908
Trust Point Inc
Wisconsin
$604K -$172K -1,738 -22%
PCA
1909
Peddock Capital Advisors
Massachusetts
$604K – – –
RWB
1910
RMR Wealth Builders
New Jersey
$603K -$123K -1,251 -17%
OWA
1911
Opal Wealth Advisors
New York
$602K -$245K -2,484 -29%
WCF
1912
West Coast Financial
California
$602K -$9.08K -92 -1%
AWA
1913
Amplius Wealth Advisors
Pennsylvania
$599K -$88.9K -901 -13%
LSPW
1914
Lake Street Private Wealth
Illinois
$599K -$24K -243 -4%
JPLA
1915
Joseph P. Lucia & Associates
New York
$599K -$94.5K -957 -14%
CPA
1916
Capital Performance Advisors
California
$595K +$411K +4,167 +223%
AIM
1917
Alhambra Investment Management
Florida
$595K +$20.3K +206 +4%
BIG
1918
Brookwood Investment Group
Arizona
$595K +$595K +6,027 New
NFG
1919
Nadler Financial Group
Illinois
$594K +$38.9K +394 +7%
GJIA
1920
Glass Jacobson Investment Advisors
Maryland
$594K – – –
WI
1921
WrapManager Inc
California
$594K -$27K -274 -4%
SI
1922
Seeds Investor
New York
$593K +$50.8K +515 +9%
MGWM
1923
Marks Group Wealth Management
Minnesota
$593K -$12.8K -130 -2%
LA
1924
LVW Advisors
New York
$593K +$52.8K +535 +10%
MCM
1925
Morton Capital Management
California
$593K +$18.9K +191 +3%
75 76
77
78 79