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Walt Disney

2,984 hedge funds and large institutions have $109B invested in Walt Disney in 2022 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 1,330 increasing their positions, 1,192 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,984
Holders Change
-12
Holders Change %
-0.4%
% of All Funds
51.6%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
1.76%
New
148
Increased
1,330
Reduced
1,192
Closed
127
Calls
$4.17B
Puts
$4.04B
Net Calls
+$126M
Net Calls Change
+$704M
Name Holding Trade Value Shares
Change
Shares
Change %
FCT
2001
First Community Trust
Iowa
$679K -$9.25K -98 -1%
CPIG
2002
Chicago Partners Investment Group
Illinois
$678K -$123K -1,226 -15%
F
2003
F3Logic
Minnesota
$678K -$59.7K -642 -8%
WFI
2004
West Family Investments
California
$678K -$30.8K -326 -4%
AMC
2005
Asset Management Corp
Illinois
$676K -$11.2K -119 -2%
AMCA
2006
Arthur M. Cohen & Associates
Illinois
$676K +$100K +1,059 +17%
CWM
2007
Congress Wealth Management
Massachusetts
$674K -$114K -1,210 -14%
AFA
2008
American Financial Advisors
Georgia
$674K +$674K +7,145 New
HWM
2009
Hemington Wealth Management
Virginia
$673K -$15.5K -164 -2%
RWB
2010
RMR Wealth Builders
New Jersey
$673K +$23.3K +247 +4%
CA
2011
Crewe Advisors
Utah
$673K +$29.2K +310 +5%
LNB
2012
Ledyard National Bank
$672K -$41.4K -439 -6%
B
2013
Bridgeworth
Alabama
$672K -$1.04K -11 -0.2%
PA
2014
PFG Advisors
Arizona
$671K -$21.8K -231 -3%
LWA
2015
Lineweaver Wealth Advisors
Ohio
$671K +$9.06K +96 +1%
PHIC
2016
Pine Haven Investment Counsel
Massachusetts
$670K
LB
2017
Legacy Bridge
Iowa
$669K
AA
2018
ALPS Advisors
Colorado
$669K +$286K +3,034 +75%
CCM
2019
Crew Capital Management
Ohio
$664K
TA
2020
Tiedemann Advisors
New York
$663K -$34K -360 -5%
PFC
2021
Phocas Financial Corp
California
$663K +$155K +1,645 +31%
CWM
2022
Curi Wealth Management
North Carolina
$663K +$371K +3,931 +127%
LC
2023
Landaas & Company
Wisconsin
$662K
ACS
2024
Archford Capital Strategies
Illinois
$660K +$5.38K +57 +0.8%
PFSC
2025
Peoples Financial Services Corp
Pennsylvania
$659K +$1.42K +15 +0.2%