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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
CB
1926
CNB Bank
Pennsylvania
$635K +$341K +3,164 +98%
AA
1927
Addison Advisors
Vermont
$635K +$20.9K +194 +3%
IA
1928
IFG Advisory
Georgia
$635K +$688K +6,393 New
VCM
1929
Virtue Capital Management
Tennessee
$634K -$1.41M -13,065 -65%
HIA
1930
Harbor Investment Advisory
Maryland
$633K -$88.3K -820 -11%
CWM
1931
Circle Wealth Management
New Jersey
$633K -$432K -4,012 -39%
LCM
1932
Liberty Capital Management
Michigan
$629K -$53.8K -500 -7%
AIM
1933
Avity Investment Management
Connecticut
$629K
GSEP
1934
Golden State Equity Partners
California
$629K +$682K +6,332 New
SCI
1935
Stableford Capital II
Arizona
$626K +$693K +6,437 New
HAIM
1936
Hunter Associates Investment Management
Pennsylvania
$626K -$10.8K -100 -2%
PWM
1937
PBMares Wealth Management
Virginia
$626K -$43.3K -402 -6%
CWA
1938
Clarity Wealth Advisors
California
$625K -$72.9K -677 -10%
SIAP
1939
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$625K +$16.4K +152 +2%
BIM
1940
Barton Investment Management
Pennsylvania
$624K
JWM
1941
Jupiter Wealth Management
Colorado
$623K -$459K -4,267 -39%
BCA
1942
Bray Capital Advisors
Florida
$622K
PGWM
1943
Parisi Gray Wealth Management
New Jersey
$622K -$46.7K -434 -6%
RSA
1944
River Street Advisors
Illinois
$622K +$4.41K +41 +0.7%
PSF
1945
Pacific Sun Financial
California
$621K -$49.3K -458 -7%
TWA
1946
TCI Wealth Advisors
Arizona
$620K +$77.2K +717 +13%
FCP
1947
Fidelis Capital Partners
Florida
$620K -$379K -3,518 -33%
IIM
1948
Ipswich Investment Management
Massachusetts
$620K -$538 -5 -0.1%
CFO
1949
Callan Family Office
Pennsylvania
$619K +$250K +2,319 +59%
LC
1950
Landaas & Company
Wisconsin
$619K

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.