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Walt Disney

2,905 hedge funds and large institutions have $117B invested in Walt Disney in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 1,044 increasing their positions, 1,432 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,905
Holders Change
-90
Holders Change %
-3.01%
% of All Funds
42.02%
Holding in Top 10
40
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.08%
% of All Funds
0.58%
New
156
Increased
1,044
Reduced
1,432
Closed
214
Calls
$3.94B
Puts
$4.6B
Net Calls
-$657M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
2001
Dearborn Partners
Illinois
$503K -$7.21K -75 -1%
1WA
2002
180 Wealth Advisors
Washington
$503K -$16.5K -172 -3%
ECG
2003
Edge Capital Group
Georgia
$502K +$96 +1 +0%
AGWCA
2004
Annis Gardner Whiting Capital Advisors
Florida
$502K -$8.56K -89 -2%
UAG
2005
United Advisor Group
Ohio
$502K +$235K +2,443 +88%
MCM
2006
Maple Capital Management
Vermont
$501K -$4.62K -48 -0.9%
IHL
2007
Investment House LLC
California
$500K -$1.86M -19,295 -79%
RFA
2008
Resurgent Financial Advisors
Georgia
$500K -$731K -7,596 -59%
FCT
2009
First Community Trust
Iowa
$500K -$866 -9 -0.2%
OAM
2010
Oak Asset Management
California
$500K -$4.14K -43 -0.8%
NCM
2011
Northside Capital Management
Oregon
$499K +$96 +1 +0%
NWMG
2012
National Wealth Management Group
Ohio
$495K +$495K +5,151 New
CA
2013
Carson Advisory
Georgia
$495K +$4.71K +49 +1%
CAS
2014
Coppell Advisory Solutions
Texas
$494K +$63.8K +665 +15%
GSAM
2015
Grant Street Asset Management
Pennsylvania
$494K +$9.52K +99 +2%
WCA
2016
Waypoint Capital Advisors
Minnesota
$492K -$7.89K -82 -2%
AWG
2017
Altus Wealth Group
Colorado
$492K -$32.6K -339 -6%
CIS
2018
Capital International Sarl
California
$491K +$143K +1,491 +41%
WMA
2019
Wealth Management Associates
New Jersey
$491K +$29.3K +305 +6%
ITIM
2020
Indiana Trust & Investment Management
Indiana
$489K -$19.2K -200 -4%
DIP
2021
Davis Investment Partners
North Carolina
$487K
MWM
2022
Meritas Wealth Management
California
$486K
PPW
2023
Presilium Private Wealth
Pennsylvania
$486K +$96 +1 +0%
SIAG
2024
Safeguard Investment Advisory Group
California
$486K -$4.14K -43 -0.8%
LRPA
2025
L. Roy Papp & Associates
Arizona
$485K +$30.8K +320 +7%