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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
PCA
1951
Peddock Capital Advisors
Massachusetts
$619K
AIM
1952
Access Investment Management
Georgia
$617K
LP
1953
LGL Partners
Pennsylvania
$616K -$15.5K -144 -2%
CHAM
1954
Clear Harbor Asset Management
Connecticut
$616K -$233K -2,165 -26%
LWA
1955
Lineweaver Wealth Advisors
Ohio
$615K -$14.3K -133 -2%
PL
1956
Plancorp LLC
Missouri
$615K +$27.9K +259 +4%
WA
1957
WealthTrust Axiom
Pennsylvania
$615K -$30.2K -281 -4%
FBB
1958
Fulton Breakefield Broenniman
Maryland
$614K +$21.9K +203 +3%
PFS
1959
Prospect Financial Services
New York
$613K +$31.2K +290 +5%
D
1960
Diversified
Delaware
$613K -$51.2K -476 -7%
MGWM
1961
Marks Group Wealth Management
Minnesota
$612K -$16.1K -150 -2%
CBT
1962
Central Bank & Trust
Kentucky
$612K -$6.24K -58 -0.9%
VNA
1963
Valley National Advisers
Pennsylvania
$608K -$2.37K -22 -0.4%
VWM
1964
Venturi Wealth Management
Texas
$607K -$86.2K -801 -12%
WIM
1965
Westside Investment Management
California
$607K -$71K -660 -10%
SAI
1966
Savvy Advisors Inc
New York
$606K +$238K +2,213 +57%
LNB
1967
Ledyard National Bank
$602K -$51K -474 -7%
GBT
1968
Grove Bank & Trust
Florida
$600K -$5.71K -53 -0.9%
KTA
1969
Keeley-Teton Advisors
Illinois
$600K
SIA
1970
Soltis Investment Advisors
Utah
$599K -$129K -1,198 -17%
1IA
1971
1620 Investment Advisors
Massachusetts
$598K +$81K +752 +14%
CF
1972
Copperwynd Financial
Arizona
$598K +$74.7K +694 +12%
ST
1973
Spinnaker Trust
Maine
$598K -$48.5K -451 -7%
TF
1974
Trek Financial
Arizona
$597K -$98.5K -915 -13%
GSIS
1975
Global Strategic Investment Solutions
Arizona
$596K -$44.6K -414 -6%

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.