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Walt Disney
DIS

Overview Fund Activity

2,938 hedge funds and large institutions have $104B invested in Walt Disney in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 1,089 increasing their positions, 1,426 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,938
Holders Change
-110
Holders Change %
-3.61%
% of All Funds
46.33%
Holding in Top 10
53
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-43.01%
% of All Funds
0.84%
New
143
Increased
1,089
Reduced
1,426
Closed
231
Calls
$3.95B
Puts
$4.49B
Net Calls
-$540M
Net Calls Change
-$822M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$463M
2
Barclays
Barclays
United Kingdom
+$285M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$266M
4
State Street
State Street
Massachusetts
+$222M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$182M

Top Sellers

1
IRAG
Investment Research & Advisory Group
Georgia
-$25.4B
2
OIAM
OFI Invest Asset Management
France
-$2.68B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$689M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$266M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
2001
Lifeworks Advisors
Michigan
$553K +$1.16K +13 +0.2%
RA
2002
Rational Advisors
New York
$552K +$521K +5,837 +1,672%
TA
2003
TFG Advisers
Michigan
$552K -$106K -1,191 -16%
FPF
2004
First Pacific Financial
Washington
$552K +$11.6K +130 +2%
SRSA
2005
S.R. Schill & Associates
Washington
$551K -$191K -2,135 -26%
MAM
2006
Milestone Asset Management
Pennsylvania
$550K -$13K -146 -2%
AA
2007
Advisory Alpha
Michigan
$549K +$49.3K +552 +10%
AC
2008
Apella Capital
Connecticut
$549K +$549K +6,153 New
VC
2009
Veracity Capital
Georgia
$549K +$9.2K +103 +2%
BAM
2010
Beaumont Asset Management
Texas
$549K +$6.52K +73 +1%
PP
2011
Paloma Partners
Connecticut
$548K +$548K +6,135 New
DIM
2012
Delta Investment Management
California
$547K -$3.75K -42 -0.7%
PP
2013
PDS Planning
Ohio
$547K -$134K -1,496 -20%
ORAM
2014
One River Asset Management
Connecticut
$547K +$134K +1,507 +32%
FWM
2015
Forza Wealth Management
Florida
$546K -$42.9K -480 -7%
PFG
2016
PAX Financial Group
Texas
$546K +$50.6K +567 +10%
MC
2017
Mathes Company
New York
$546K +$546K +6,115 New
AIM
2018
Alhambra Investment Management
Florida
$545K -$30.9K -346 -5%
CM
2019
CastleKnight Management
New York
$545K +$80.4K +900 +17%
HIC
2020
Holderness Investments Company
North Carolina
$544K -$63.6K -712 -10%
VC
2021
Vicus Capital
Pennsylvania
$544K -$19.6K -220 -3%
HVM
2022
Harvest Volatility Management
Connecticut
$544K +$7.32K +82 +1%
MAC
2023
Mason & Associates (California)
California
$543K +$3.93K +44 +0.7%
BWM
2024
Baystate Wealth Management
Massachusetts
$542K +$73K +818 +16%
ECG
2025
Edge Capital Group
Georgia
$540K -$44.1K -494 -8%
79 80
81
82 83