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Walt Disney

3,075 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, 1,433 increasing their positions, 1,118 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,075
Holders Change
-15
Holders Change %
-0.49%
% of All Funds
54%
Holding in Top 10
201
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-8.22%
% of All Funds
3.53%
New
137
Increased
1,433
Reduced
1,118
Closed
109
Calls
$6.68B
Puts
$8.66B
Net Calls
-$1.99B
Net Calls Change
+$942M
Name Holding Trade Value Shares
Change
Shares
Change %
QWM
2001
QP Wealth Management
New Jersey
$1.16M -$35.4K -209 -3%
BFA
2002
Benedict Financial Advisors
Georgia
$1.16M -$69.5K -411 -6%
FWA
2003
FOCUS Wealth Advisors
Texas
$1.15M +$72.7K +430 +7%
DC
2004
DeDora Capital
California
$1.15M -$16.9K -100 -1%
IFG
2005
Investors Financial Group
Minnesota
$1.15M +$37.2K +220 +3%
SIAG
2006
Signet Investment Advisory Group
Rhode Island
$1.14M +$83.9K +496 +8%
WA
2007
WP Advisors
California
$1.14M
MWA
2008
Meridian Wealth Advisors
Texas
$1.14M +$16.6K +98 +1%
SSWM
2009
Sheets Smith Wealth Management
North Carolina
$1.14M -$16.9K -100 -1%
MWM
2010
Minot Wealth Management
Massachusetts
$1.13M -$82K -485 -7%
HR
2011
Hardy Reed
Mississippi
$1.13M -$36.5K -216 -3%
WA
2012
Wambolt & Associates
Colorado
$1.13M +$1.06K +6 +0.1%
HIIFS
2013
Harel Insurance Investments & Financial Services
Israel
$1.13M -$1.74M -10,259 -61%
LWP
2014
Lumature Wealth Partners
Georgia
$1.13M +$76.8K +454 +7%
CCFM
2015
Clear Creek Financial Management
Washington
$1.12M +$13.2K +78 +1%
SIC
2016
Samalin Investment Counsel
New York
$1.12M +$21.5K +127 +2%
LCP
2017
Legacy Capital Partners
Wisconsin
$1.12M -$22.8K -135 -2%
LA
2018
LVW Advisors
New York
$1.12M -$70K -414 -6%
BWM
2019
BCGM Wealth Management
Indiana
$1.11M +$103K +612 +10%
LNWTC
2020
Laird Norton Wetherby Trust Company
Washington
$1.11M +$129K +760 +13%
SLF
2021
Sun Life Financial
Ontario, Canada
$1.11M +$260K +1,540 +31%
WPA
2022
West Paces Advisors
Georgia
$1.11M +$56.8K +336 +5%
VC
2023
Veracity Capital
Georgia
$1.11M -$2.35M -13,923 -68%
PFC
2024
Phocas Financial Corp
California
$1.11M +$169 +1 +0%
DA
2025
Doliver Advisors
Texas
$1.1M +$151K +891 +16%