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Walt Disney

2,805 hedge funds and large institutions have $96.5B invested in Walt Disney in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,048 increasing their positions, 1,366 reducing their positions, and 257 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,805
Holders Change
-133
Holders Change %
-4.53%
% of All Funds
44.72%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
159
Increased
1,048
Reduced
1,366
Closed
257
Calls
$4.59B
Puts
$4.82B
Net Calls
-$228M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
2001
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$461K -$107K -1,318 -19%
GSEP
2002
Golden State Equity Partners
California
$459K -$7.05K -87 -2%
B
2003
Bridgeworth
Alabama
$458K -$4.13K -51 -0.9%
CRWM
2004
Castle Rock Wealth Management
California
$458K +$14.4K +175 +3%
HCM
2005
Hutchinson Capital Management
California
$458K +$48K +592 +12%
TIA
2006
Tiemann Investment Advisors
California
$457K -$15.4K -190 -3%
ISWM
2007
Independent Solutions Wealth Management
New York
$457K -$91.3K -1,127 -17%
FAG
2008
Fortitude Advisory Group
Washington
$457K -$18.5K -228 -4%
ESCM
2009
Echo Street Capital Management
New York
$457K +$189K +2,334 +71%
TWA
2010
TCI Wealth Advisors
Arizona
$455K +$34.7K +428 +8%
GFPC
2011
Global Financial Private Client
Florida
$454K -$14.4K -176 -3%
LSV Asset Management
2012
LSV Asset Management
Illinois
$454K
EWA
2013
Evolution Wealth Advisors
Florida
$454K +$454K +5,600 New
CYG
2014
Clean Yield Group
Vermont
$454K +$84.9K +1,000 +23%
VC
2015
Veracity Capital
Georgia
$454K -$44.9K -554 -9%
USB
2016
Union Savings Bank
Connecticut
$453K -$23.1K -285 -5%
VWA
2017
Visionary Wealth Advisors
Illinois
$453K +$1.95K +24 +0.4%
SL
2018
Sentry LLC
Tennessee
$453K -$26.3K -325 -5%
CA
2019
Carson Advisory
Georgia
$453K -$6.48K -80 -1%
AMM
2020
American Money Management
California
$453K -$82.6K -1,019 -15%
SWIM
2021
Smallwood Wealth Investment Management
New Jersey
$452K -$16.2K -200 -3%
SW
2022
SkyOak Wealth
Michigan
$452K -$66.5K -820 -13%
WDG
2023
Wealth Dimensions Group
Ohio
$451K -$486 -6 -0.1%
AO
2024
Advisor OS
Illinois
$449K +$9.97K +123 +2%
MCM
2025
Manchester Capital Management
Vermont
$448K