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Walt Disney
DIS

Overview Fund Activity

3,200 hedge funds and large institutions have $145B invested in Walt Disney in 2024 Q4 according to their latest regulatory filings, with 465 funds opening new positions, 971 increasing their positions, 1,463 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,200
Holders Change
+295
Holders Change %
+10.15%
% of All Funds
42.59%
Holding in Top 10
74
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+85%
% of All Funds
0.98%
New
465
Increased
971
Reduced
1,463
Closed
113
Calls
$3.79B
Puts
$4.76B
Net Calls
-$972M
Net Calls Change
-$315M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.31B
2
DZ Bank
DZ Bank
Germany
+$607M
3
BlackRock
BlackRock
New York
+$530M
4
Citadel Advisors
Citadel Advisors
Florida
+$525M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$521M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$843M
2
Amundi
Amundi
France
-$542M
3
IAIM
International Assets Investment Management
Florida
-$376M
4
Barclays
Barclays
United Kingdom
-$363M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
2001
IBEX Wealth Advisors
New Jersey
$639K +$639K +5,741 New
PB
2002
Pinnacle Bancorp
Nebraska
$639K +$9.47K +85 +2%
HIC
2003
Harvey Investment Company
Kentucky
$638K – – –
WC
2004
Weil Company
California
$636K -$1.47M -13,237 -70%
BA
2005
Bluesphere Advisors
Pennsylvania
$636K +$8.35K +75 +1%
NJIM
2006
Nabity-Jensen Investment Management
Nebraska
$636K – – –
CFP
2007
Catalyst Financial Partners
Massachusetts
$636K +$74.5K +669 +13%
HKAM
2008
Horizon Kinetics Asset Management
New York
$635K +$111 +1 +0%
MPW
2009
MGO Private Wealth
California
$633K -$68.9K -619 -10%
DWM
2010
Drive Wealth Management
Utah
$632K -$2.13K -19 -0.3%
V
2011
ViaWealth
Kansas
$631K -$147K -1,317 -19%
BCA
2012
Bray Capital Advisors
Florida
$631K -$17.3K -155 -3%
BCM
2013
BTC Capital Management
Iowa
$631K -$376K -3,381 -37%
FPWM
2014
FSB Premier Wealth Management
Iowa
$630K -$9.02K -81 -1%
TCM
2015
Triumph Capital Management
Colorado
$630K -$250K -2,246 -28%
NBT
2016
Northwest Bank & Trust
Iowa
$629K -$3.05K -26 -0.5%
LA
2017
Lifeworks Advisors
Michigan
$628K -$28.3K -254 -4%
WSCM
2018
Wellington Shields Capital Management
New York
$628K +$223 +2 +0%
TCM
2019
TT Capital Management
California
$627K +$627K +5,889 New
NFG
2020
Nadler Financial Group
Illinois
$626K -$14.3K -128 -2%
FBC
2021
Fairfield, Bush & Co
Connecticut
$625K +$625K +5,610 New
PWM
2022
Pines Wealth Management
North Carolina
$625K +$625K +5,748 New
LSV Asset Management
2023
LSV Asset Management
Illinois
$624K – – –
CFM
2024
Catalyst Funds Management
Australia
$624K +$624K +5,600 New
LC
2025
Landaas & Company
Wisconsin
$622K – – –
79 80
81
82 83