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Walt Disney

2,995 hedge funds and large institutions have $125B invested in Walt Disney in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,077 increasing their positions, 1,409 reducing their positions, and 272 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,995
Holders Change
-145
Holders Change %
-4.62%
% of All Funds
43.56%
Holding in Top 10
52
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-49.02%
% of All Funds
0.76%
New
167
Increased
1,077
Reduced
1,409
Closed
272
Calls
$3.14B
Puts
$4.07B
Net Calls
-$937M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Shares
Change %
TF
2001
Tompkins Financial
New York
$547K -$11K -111 -2%
SS
2002
Sunbelt Securities
Texas
$545K -$1.69K -17 -0.3%
SAM
2003
SP Asset Management
California
$544K +$9.93K +100 +2%
SCA
2004
St. Clair Advisors
Ohio
$544K
HCM
2005
Hutchinson Capital Management
California
$544K +$199 +2 +0%
DIM
2006
Delta Investment Management
California
$543K -$4.37K -44 -0.8%
AFA
2007
American Financial Advisors
Georgia
$543K -$44K -443 -7%
AWG
2008
Altus Wealth Group
Colorado
$541K -$1.49K -15 -0.3%
MCM
2009
Morton Capital Management
California
$541K -$27K -272 -5%
LA
2010
LVW Advisors
New York
$540K +$99.8K +1,005 +23%
PB
2011
Pinnacle Bancorp
Nebraska
$539K -$3.08K -31 -0.6%
LA
2012
Lifeworks Advisors
Michigan
$539K -$53.4K -538 -9%
MCWS
2013
McKinley Carter Wealth Services
West Virginia
$538K -$46.8K -471 -8%
PFG
2014
Prosperity Financial Group
California
$538K +$36.5K +368 +7%
BCFD
2015
Boit C.F. David
$536K
GA
2016
Goldstein Advisors
Wisconsin
$536K -$163K -1,638 -23%
NJIM
2017
Nabity-Jensen Investment Management
Nebraska
$535K -$8.44K -85 -2%
DA
2018
Detalus Advisors
Missouri
$535K -$3.97K -40 -0.7%
FFG
2019
Fiduciary Financial Group
California
$535K +$535K +5,430 New
NCTC
2020
New Covenant Trust Company
Indiana
$534K +$15.7K +164 +3%
WDG
2021
Wealth Dimensions Group
Ohio
$533K +$45.4K +457 +9%
BFG
2022
Beacon Financial Group
Texas
$533K -$38K -383 -7%
NCM
2023
Neumann Capital Management
California
$533K
PCS
2024
Personal CFO Solutions
New Jersey
$532K -$16.3K -164 -3%
AWS
2025
Aspen Wealth Strategies
Colorado
$529K -$88K -904 -14%