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Walt Disney

2,702 hedge funds and large institutions have $144B invested in Walt Disney in 2020 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 1,031 increasing their positions, 1,262 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,702
Holders Change
+25
Holders Change %
+0.93%
% of All Funds
54.66%
Holding in Top 10
157
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.26%
% of All Funds
3.18%
New
154
Increased
1,031
Reduced
1,262
Closed
98
Calls
$4.87B
Puts
$5.88B
Net Calls
-$1.01B
Net Calls Change
+$913M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
2001
Fullerton Fund Management
Singapore
$727K +$727K +5,860 New
GCA
2002
Gradient Capital Advisors
California
$724K +$24.8K +200 +4%
CRWM
2003
Castle Rock Wealth Management
California
$718K -$177K -1,397 -20%
LF
2004
LifeSteps Financial
California
$717K -$31K -250 -4%
PVWM
2005
Point View Wealth Management
New Jersey
$715K +$73.9K +596 +12%
BOS
2006
Bingham Osborn & Scarborough
California
$709K +$13.8K +111 +2%
TW
2007
TrinityPoint Wealth
Connecticut
$706K -$17.4K -140 -2%
XF
2008
XML Financial
Maryland
$705K -$44.7K -360 -6%
BEC
2009
Blue Edge Capital
Virginia
$704K
HIC
2010
Harvey Investment Company
Kentucky
$703K
CAN
2011
Claraphi Advisory Network
United States
$702K -$327K -2,635 -32%
OL
2012
Optas LLC
Texas
$701K +$223K +1,793 +47%
CCM
2013
Cullen Capital Management
New York
$700K
ICM
2014
Islay Capital Management
Texas
$700K
IA
2015
IFG Advisors
Missouri
$700K +$6.57K +53 +0.9%
PFA
2016
Paradigm Financial Advisors
Missouri
$696K -$300K -2,420 -30%
AWA
2017
Acorn Wealth Advisors
Michigan
$696K -$40.6K -327 -6%
IIM
2018
Intact Investment Management
Quebec, Canada
$695K -$174K -1,400 -20%
IWS
2019
Insight Wealth Strategies
California
$693K +$159K +1,278 +30%
PIP
2020
Peachtree Investment Partners
Florida
$691K -$124K -997 -15%
LW
2021
Linscomb Wealth
Texas
$691K -$4.22K -34 -0.6%
GWM
2022
Gray Wealth Management
Maine
$690K -$42.8K -349 -6%
CBFP
2023
Cedar Brook Financial Partners
Ohio
$687K +$6.45K +52 +0.9%
FNC
2024
First National Corp
Massachusetts
$685K +$61.2K +359 +10%
LP
2025
LGL Partners
Pennsylvania
$683K