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Walt Disney

3,048 hedge funds and large institutions have $119B invested in Walt Disney in 2023 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,296 increasing their positions, 1,210 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,048
Holders Change
+75
Holders Change %
+2.52%
% of All Funds
48.78%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.49%
New
257
Increased
1,296
Reduced
1,210
Closed
126
Calls
$4.93B
Puts
$4.65B
Net Calls
+$282M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
1976
FNY Investment Advisers
New York
$693K +$290K +2,898 +72%
B
1977
Bridgeworth
Alabama
$691K -$25.4K -254 -4%
ISWM
1978
Independent Solutions Wealth Management
New York
$691K +$35K +350 +5%
PFSC
1979
Peoples Financial Services Corp
Pennsylvania
$689K
FCT
1980
First Community Trust
Iowa
$688K -$32K -320 -4%
JGIA
1981
Jackson Grant Investment Advisers
Connecticut
$688K +$15.4K +154 +2%
SIA
1982
Soltis Investment Advisors
Utah
$686K -$59.6K -595 -8%
GHA
1983
GW Henssler & Associates
Georgia
$683K +$13.3K +133 +2%
CPIA
1984
Cornell Pochily Investment Advisors
New York
$683K +$30.1K +301 +5%
CNC
1985
Citizens & Northern Corp
Pennsylvania
$682K +$401 +4 +0.1%
FBB
1986
Fulton Breakefield Broenniman
Maryland
$682K -$23.1K -231 -3%
HIC
1987
Holderness Investments Company
North Carolina
$682K -$50.2K -501 -7%
IIM
1988
Intact Investment Management
Quebec, Canada
$681K -$360K -3,600 -35%
HGERS
1989
Householder Group Estate & Retirement Specialist
Arizona
$678K +$678K +6,774 New
AWP
1990
Accretive Wealth Partners
New Jersey
$676K +$33.7K +337 +5%
KIC
1991
Kensington Investment Counsel
California
$673K -$46.6K -465 -6%
BCG
1992
Breakwater Capital Group
New Jersey
$672K +$37.3K +373 +6%
EI
1993
Ellevest Inc
New York
$670K +$24.4K +244 +4%
RCA
1994
Reitz Capital Advisors
Michigan
$667K -$44.1K -440 -6%
SIAG
1995
Signet Investment Advisory Group
Rhode Island
$667K +$3.91K +39 +0.6%
FRA
1996
Front Row Advisors
California
$666K +$128K +1,275 +24%
SSWM
1997
Sheets Smith Wealth Management
North Carolina
$662K +$4.71K +47 +0.7%
FHC
1998
First Heartland Consultants
Missouri
$661K -$17.4K -174 -3%
FWM
1999
Forza Wealth Management
Florida
$661K -$7.41K -74 -1%
AWA
2000
Aaron Wealth Advisors
Illinois
$661K +$112K +1,119 +20%