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Walt Disney

3,024 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, 1,091 increasing their positions, 1,421 reducing their positions, and 273 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 68.08%67.87% (-0.21%)

5% less funds holding

Funds holding: 3,1683,024 (-144)

18% less capital invested

Capital invested by funds: $154B → $125B (-$28.4B)

23% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $4.07B

23% less repeat investments, than reductions

Existing positions increased: 1,091 | Existing positions reduced: 1,421

39% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 273

49% less funds holding in top 10

Funds holding in top 10: 10252 (-50)

Holders
3,024
Holders Change
-144
Holders Change %
-4.55%
% of All Funds
43.67%
Holding in Top 10
52
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-49.02%
% of All Funds
0.75%
New
167
Increased
1,091
Reduced
1,421
Closed
273
Calls
$3.14B
Puts
$4.07B
Net Calls
-$935M
Net Calls Change
-$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2001
Prentice Wealth Management
New York
$569K -$9.15K -85 -1%
QWM
2002
Quadcap Wealth Management
Texas
$568K -$35.7K -332 -5%
CC
2003
Callan Capital
California
$564K +$4.31K +40 +0.7%
TLCM
2004
Twin Lakes Capital Management
California
$563K -$22.2K -206 -4%
CH
2005
Cromwell Holdings
Wyoming
$562K +$610K +5,663 New
MAC
2006
Mason & Associates (California)
California
$562K -$51.8K -481 -8%
PCFFS
2007
Pacific Center for Financial Services
California
$561K -$2.91K -27 -0.5%
GLR
2008
Great Lakes Retirement
Ohio
$560K +$67K +622 +12%
PA
2009
Probity Advisors
Texas
$560K -$6.46K -60 -1%
WSCM
2010
Wellington Shields Capital Management
New York
$559K +$51.9K +482 +9%
GWANC
2011
Guardian Wealth Advisors (North Carolina)
North Carolina
$557K -$14.6K -136 -2%
TIA
2012
Tiemann Investment Advisors
California
$557K -$3.77K -35 -0.6%
LSV Asset Management
2013
LSV Asset Management
Illinois
$556K
GHA
2014
GW Henssler & Associates
Georgia
$555K -$95.5K -887 -14%
KHCM
2015
Kirtland Hills Capital Management
Ohio
$553K +$10K +93 +2%
PMG
2016
ProVise Management Group
Florida
$550K -$8.5K -79 -1%
WA
2017
WP Advisors
California
$550K +$33.5K +311 +6%
KA
2018
Klingman & Associates
New York
$549K +$181K +1,679 +44%
CIC
2019
Crawford Investment Counsel
Georgia
$549K -$126K -1,167 -17%
SWIM
2020
Smallwood Wealth Investment Management
New Jersey
$548K
MC
2021
Mathes Company
New York
$548K -$64.6K -600 -10%
TF
2022
Tompkins Financial
New York
$547K -$11.9K -111 -2%
SS
2023
Sunbelt Securities
Texas
$545K -$1.83K -17 -0.3%
SAM
2024
SP Asset Management
California
$544K +$10.8K +100 +2%
SCA
2025
St. Clair Advisors
Ohio
$544K

DIS Hedge Fund Activity: Q2 2024 in Review

3,024 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2024, worth a combined $125B — down 18% from $154B a quarter earlier.

Sellers outnumbered buyers: 273 funds closed out of DIS and 167 opened new positions — a net loss of 106 holders — while 1,421 trimmed existing stakes and 1,091 added.

The largest buyer was Jennison Associates, adding an estimated $599M. The largest seller was Trian Fund Management, cutting an estimated $3.2B.

  • 3,024 institutional investors held Walt Disney (DIS) as of Q2 2024, down from 3,168 in Q1 2024.
  • Funds reported $125B of Walt Disney stock for Q2 2024, down 18% quarter-over-quarter.
  • 167 funds opened new Walt Disney positions in Q2 2024 and 273 closed out, a net change of -106 holders.
  • The largest Walt Disney buyer in Q2 2024 was Jennison Associates, an estimated $599M added.
  • The largest Walt Disney seller in Q2 2024 was Trian Fund Management, an estimated $3.2B sold.

Based on aggregated 13F filings for Q2 2024.