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Walt Disney

2,995 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, 1,077 increasing their positions, 1,409 reducing their positions, and 272 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,995
Holders Change
-145
Holders Change %
-4.62%
% of All Funds
43.56%
Holding in Top 10
52
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-49.02%
% of All Funds
0.76%
New
167
Increased
1,077
Reduced
1,409
Closed
272
Calls
$3.14B
Puts
$4.07B
Net Calls
-$937M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1976
Drive Wealth Management
Utah
$571K -$23.7K -239 -4%
IWA
1977
IBEX Wealth Advisors
New Jersey
$570K +$570K +5,741 New
AIM
1978
Athena Investment Management
California
$570K
MAWCM
1979
Mine & Arao Wealth Creation & Management
California
$569K -$3.97K -40 -0.7%
PWM
1980
Prentice Wealth Management
New York
$569K -$8.44K -85 -1%
QWM
1981
Quadcap Wealth Management
Texas
$568K -$33K -332 -5%
CC
1982
Callan Capital
California
$564K +$3.97K +40 +0.7%
TLCM
1983
Twin Lakes Capital Management
California
$563K -$20.5K -206 -4%
CH
1984
Cromwell Holdings
Wyoming
$562K +$562K +5,663 New
MAC
1985
Mason & Associates (California)
California
$562K -$47.8K -481 -8%
PCFFS
1986
Pacific Center for Financial Services
California
$561K -$2.68K -27 -0.5%
GLR
1987
Great Lakes Retirement
Ohio
$560K +$61.8K +622 +12%
PA
1988
Probity Advisors
Texas
$560K -$5.96K -60 -1%
WSCM
1989
Wellington Shields Capital Management
New York
$559K +$47.9K +482 +9%
GWANC
1990
Guardian Wealth Advisors (North Carolina)
North Carolina
$557K -$13.5K -136 -2%
TIA
1991
Tiemann Investment Advisors
California
$557K -$3.48K -35 -0.6%
LSV Asset Management
1992
LSV Asset Management
Illinois
$556K
GHA
1993
GW Henssler & Associates
Georgia
$555K -$88.1K -887 -14%
KHCM
1994
Kirtland Hills Capital Management
Ohio
$553K +$9.24K +93 +2%
PMG
1995
ProVise Management Group
Florida
$550K -$7.84K -79 -1%
WA
1996
WP Advisors
California
$550K +$30.9K +311 +6%
KA
1997
Klingman & Associates
New York
$549K +$167K +1,679 +44%
CIC
1998
Crawford Investment Counsel
Georgia
$549K -$116K -1,167 -17%
SWIM
1999
Smallwood Wealth Investment Management
New Jersey
$548K
MC
2000
Mathes Company
New York
$548K -$59.6K -600 -10%