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Walt Disney

2,973 hedge funds and large institutions have $114B invested in Walt Disney in 2022 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 971 increasing their positions, 1,490 reducing their positions, and 229 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,973
Holders Change
-11
Holders Change %
-0.37%
% of All Funds
47.97%
Holding in Top 10
73
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-28.43%
% of All Funds
1.18%
New
280
Increased
971
Reduced
1,490
Closed
229
Calls
$4.2B
Puts
$4.2B
Net Calls
+$6.7M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
JGIA
2001
Jackson Grant Investment Advisers
Connecticut
$583K +$40.7K +469 +8%
VCA
2002
Verdence Capital Advisors
Maryland
$583K -$49K -564 -8%
CCM
2003
Cribstone Capital Management
Maine
$582K +$150K +1,721 +35%
GHA
2004
GW Henssler & Associates
Georgia
$581K -$124K -1,428 -18%
ESCM
2005
Echo Street Capital Management
New York
$581K -$219K -2,523 -27%
JDR
2006
Jay D. Rosenbaum
$581K +$47.6K +548 +9%
FWM
2007
Forza Wealth Management
Florida
$580K +$580K +6,674 New
LPIC
2008
LeJeune Puetz Investment Counsel
Michigan
$576K +$10.9K +125 +2%
VC
2009
Vicus Capital
Pennsylvania
$576K -$103K -1,185 -15%
SIAG
2010
Signet Investment Advisory Group
Rhode Island
$575K -$30K -345 -5%
FAM
2011
Formidable Asset Management
Ohio
$575K -$21K -242 -4%
PCG
2012
Prosperity Consulting Group
Maryland
$572K +$9.64K +111 +2%
OL
2013
Optas LLC
Texas
$572K -$93.1K -1,072 -14%
BDFN
2014
Bond & Devick Financial Network
Minnesota
$572K -$69.1K -795 -11%
CASB
2015
Cape Ann Savings Bank
Massachusetts
$572K -$5.04K -58 -0.9%
AA
2016
ALPS Advisors
Colorado
$571K -$45K -518 -7%
SSWM
2017
Sheets Smith Wealth Management
North Carolina
$570K -$19.6K -226 -3%
HVM
2018
Harvest Volatility Management
Connecticut
$570K -$114K -1,312 -17%
BIM
2019
Barton Investment Management
Pennsylvania
$569K +$58.6K +675 +11%
ISWM
2020
Independent Solutions Wealth Management
New York
$569K -$128K -1,476 -18%
OFG
2021
Oxford Financial Group
Indiana
$568K +$155K +1,780 +37%
JFL
2022
Jarislowsky, Fraser Ltd
Quebec, Canada
$567K -$6.43K -74 -1%
CPIA
2023
Cornell Pochily Investment Advisors
New York
$566K -$81.8K -941 -13%
LNB
2024
Ledyard National Bank
$565K -$53.7K -618 -9%
KLCM
2025
KG&L Capital Management
Louisiana
$564K -$118K -1,361 -17%