We are live on ! Find out more
DIS icon

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
RWB
1976
RMR Wealth Builders
New Jersey
$595K -$140K -1,302 -18%
FFO
1977
Fiduciary Family Office
Florida
$594K -$148K -1,375 -19%
AAP
1978
Arax Advisory Partners
Colorado
$593K +$414K +3,849 +182%
WC
1979
Waterloo Capital
Texas
$593K -$212K -1,974 -25%
NC
1980
NovaPoint Capital
Georgia
$592K -$1.04M -9,685 -62%
SMA
1981
Sage Mountain Advisors
Georgia
$589K +$94.4K +877 +17%
FWM
1982
Forza Wealth Management
Florida
$588K +$43.2K +401 +7%
CAM
1983
Cozad Asset Management
Illinois
$587K +$30.6K +284 +5%
OFG
1984
Oxford Financial Group
Indiana
$582K +$22.4K +208 +4%
CCG
1985
Coastwise Capital Group
California
$580K -$30.1K -280 -5%
CCM
1986
Compass Capital Management
Minnesota
$579K -$53.1M -493,229 -99%
WIC
1987
Wilkins Investment Counsel
Massachusetts
$579K
TWP
1988
Tyche Wealth Partners
Texas
$578K -$15.2K -141 -2%
WCM
1989
Whitener Capital Management
North Carolina
$577K +$22K +204 +4%
FZCM
1990
Flynn Zito Capital Management
New York
$577K +$2.69K +25 +0.4%
AC
1991
Allstate Corporation
Illinois
$576K -$7K -65 -1%
HIC
1992
Harvey Investment Company
Kentucky
$575K
NPFS
1993
Novak & Powell Financial Services
Florida
$575K -$2.15K -20 -0.3%
TCM
1994
Tran Capital Management
California
$575K
RIG
1995
RiverFront Investment Group
Virginia
$574K +$23.3K +216 +4%
OFS
1996
OMC Financial Services
New York
$572K -$381K -3,538 -38%
DWM
1997
Drive Wealth Management
Utah
$571K -$25.7K -239 -4%
IWA
1998
IBEX Wealth Advisors
New Jersey
$570K +$618K +5,741 New
AIM
1999
Athena Investment Management
California
$570K
MAWCM
2000
Mine & Arao Wealth Creation & Management
California
$569K -$4.31K -40 -0.7%

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.