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Walt Disney

3,088 hedge funds and large institutions have $200B invested in Walt Disney in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,441 increasing their positions, 1,120 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 1,441 | Existing positions reduced: 1,120

26% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 109

0.13% less ownership

Funds ownership: 65.25%65.12% (-0.13%)

0% less funds holding

Funds holding: 3,1033,088 (-15)

4% less capital invested

Capital invested by funds: $208B → $200B (-$7.79B)

9% less funds holding in top 10

Funds holding in top 10: 221201 (-20)

23% less call options, than puts

Call options by funds: $6.68B | Put options by funds: $8.66B

Holders
3,088
Holders Change
-15
Holders Change %
-0.48%
% of All Funds
54.05%
Holding in Top 10
201
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-9.05%
% of All Funds
3.52%
New
137
Increased
1,441
Reduced
1,120
Closed
109
Calls
$6.68B
Puts
$8.66B
Net Calls
-$1.99B
Net Calls Change
+$942M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
2001
First Command Bank
Texas
$1.17M +$197K +1,107 +19%
FCFS
2002
First Command Financial Services
Texas
$1.17M +$197K +1,107 +19%
CGA
2003
Crescent Grove Advisors
Illinois
$1.16M -$2.67K -15 -0.2%
BWM
2004
BerganKDV Wealth Management
Minnesota
$1.16M +$30.5K +171 +3%
AFAS
2005
Acorn Financial Advisory Services
Virginia
$1.16M +$514K +2,881 +72%
DBIA
2006
Dumont & Blake Investment Advisors
New Jersey
$1.16M -$9.8K -55 -0.8%
TF
2007
TLWM Financial
Texas
$1.16M +$64.2K +360 +6%
MFT
2008
Moisand Fitzgerald Tamayo
Florida
$1.16M -$40.1K -225 -3%
QWM
2009
QP Wealth Management
New Jersey
$1.16M -$37.3K -209 -3%
BFA
2010
Benedict Financial Advisors
Georgia
$1.16M -$73.3K -411 -6%
FWA
2011
FOCUS Wealth Advisors
Texas
$1.15M +$76.6K +430 +7%
DC
2012
DeDora Capital
California
$1.15M -$17.8K -100 -1%
IFG
2013
Investors Financial Group
Minnesota
$1.15M +$39.2K +220 +3%
SIAG
2014
Signet Investment Advisory Group
Rhode Island
$1.14M +$88.4K +496 +8%
WA
2015
WP Advisors
California
$1.14M
MWA
2016
Meridian Wealth Advisors
Texas
$1.14M +$17.5K +98 +1%
SSWM
2017
Sheets Smith Wealth Management
North Carolina
$1.14M -$17.8K -100 -1%
MWM
2018
Minot Wealth Management
Massachusetts
$1.13M -$86.4K -485 -7%
HR
2019
Hardy Reed
Mississippi
$1.13M -$38.5K -216 -3%
WA
2020
Wambolt & Associates
Colorado
$1.13M +$1.07K +6 +0.1%
HIIFS
2021
Harel Insurance Investments & Financial Services
Israel
$1.13M -$1.83M -10,259 -61%
LWP
2022
Lumature Wealth Partners
Georgia
$1.13M +$80.9K +454 +7%
CCFM
2023
Clear Creek Financial Management
Washington
$1.12M +$13.9K +78 +1%
SIC
2024
Samalin Investment Counsel
New York
$1.12M +$22.6K +127 +2%
LCP
2025
Legacy Capital Partners
Wisconsin
$1.12M -$24.1K -135 -2%

DIS Hedge Fund Activity: Q3 2021 in Review

3,088 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2021, worth a combined $200B — down 3.8% from $208B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new DIS positions and 109 closed out — a net gain of 28 holders — while 1,441 added to existing stakes and 1,120 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.25B. The largest seller was Susquehanna International Group, cutting an estimated $2.17B.

  • 3,088 institutional investors held Walt Disney (DIS) as of Q3 2021, down from 3,103 in Q2 2021.
  • Funds reported $200B of Walt Disney stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 137 funds opened new Walt Disney positions in Q3 2021 and 109 closed out, a net change of +28 holders.
  • The largest Walt Disney buyer in Q3 2021 was T. Rowe Price Associates, an estimated $1.25B added.
  • The largest Walt Disney seller in Q3 2021 was Susquehanna International Group, an estimated $2.17B sold.

Based on aggregated 13F filings for Q3 2021.