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Walt Disney
DIS

Overview Fund Activity

3,029 hedge funds and large institutions have $125B invested in Walt Disney in 2025 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,228 increasing their positions, 1,363 reducing their positions, and 268 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,029
Holders Change
-171
Holders Change %
-5.34%
% of All Funds
41.14%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.92%
New
157
Increased
1,228
Reduced
1,363
Closed
268
Calls
$2.59B
Puts
$3.25B
Net Calls
-$663M
Net Calls Change
+$309M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$510M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$254M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
5
Marshall Wace
Marshall Wace
United Kingdom
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$659M
2
Citadel Advisors
Citadel Advisors
Florida
-$250M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$171M
4
Capital World Investors
Capital World Investors
California
-$156M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
1976
Harvey Investment Company
Kentucky
$565K – – –
BWM
1977
BankPlus Wealth Management
Mississippi
$563K +$80.3K +813 +17%
HKAM
1978
Horizon Kinetics Asset Management
New York
$563K – – –
ICP
1979
Interchange Capital Partners
Pennsylvania
$560K -$29.5K -299 -5%
PPWM
1980
PFG Private Wealth Management
Florida
$557K +$521K +5,276 +1,430%
GPWM
1981
Grant Private Wealth Management
California
$557K -$21K -213 -4%
PB
1982
Pinnacle Bancorp
Nebraska
$556K -$10.5K -106 -2%
HWM
1983
Hemington Wealth Management
Virginia
$555K +$10.4K +105 +2%
NAG
1984
Northstar Advisory Group
New Jersey
$555K +$555K +5,623 New
GSIS
1985
Global Strategic Investment Solutions
Arizona
$555K -$31.2K -316 -5%
FBC
1986
Fairfield, Bush & Co
Connecticut
$554K – – –
FUBT
1987
First United Bank & Trust
Maryland
$554K -$63.9K -647 -10%
LSV Asset Management
1988
LSV Asset Management
Illinois
$553K – – –
NCM
1989
Novare Capital Management
North Carolina
$553K -$27.8K -282 -5%
TTWM
1990
TCV Trust & Wealth Management
Virginia
$551K – – –
FP
1991
Financial Perspectives
Minnesota
$551K -$31.9K -323 -5%
LC
1992
Landaas & Company
Wisconsin
$551K +$296 +3 +0.1%
NCM
1993
Neumann Capital Management
California
$549K +$19.7K +200 +4%
LCG
1994
Lakeshore Capital Group
Illinois
$549K +$9.18K +93 +2%
NCTC
1995
New Covenant Trust Company
Indiana
$548K -$54.9K -560 -9%
HWA
1996
HHM Wealth Advisors
Tennessee
$547K -$3.36K -34 -0.6%
HCM
1997
Hollencrest Capital Management
California
$547K -$123K -1,245 -18%
CYG
1998
Clean Yield Group
Vermont
$547K +$24.7K +250 +5%
CAM
1999
Cozad Asset Management
Illinois
$546K -$79.7K -807 -13%
GI
2000
Gradient Investments
Minnesota
$545K +$178K +1,808 +49%
78 79
80
81 82