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Walt Disney
DIS

Overview Fund Activity

3,029 hedge funds and large institutions have $125B invested in Walt Disney in 2025 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,228 increasing their positions, 1,363 reducing their positions, and 268 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,029
Holders Change
-171
Holders Change %
-5.34%
% of All Funds
41.14%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.92%
New
157
Increased
1,228
Reduced
1,363
Closed
268
Calls
$2.59B
Puts
$3.25B
Net Calls
-$663M
Net Calls Change
+$309M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$510M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$254M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
5
Marshall Wace
Marshall Wace
United Kingdom
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$659M
2
Citadel Advisors
Citadel Advisors
Florida
-$250M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$171M
4
Capital World Investors
Capital World Investors
California
-$156M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
2001
GW Henssler & Associates
Georgia
$544K -$2.76K -28 -0.5%
TWA
2002
TCI Wealth Advisors
Arizona
$543K -$36.9K -374 -6%
MAWCM
2003
Mine & Arao Wealth Creation & Management
California
$542K +$4.54K +46 +0.8%
GDP
2004
Great Diamond Partners
Maine
$541K -$61.3K -621 -10%
DWP
2005
Destiny Wealth Partners
Florida
$541K +$291K +2,944 +116%
SIA
2006
SeaBridge Investment Advisors
New Jersey
$539K – – –
KSWWM
2007
Keyes Stange & Wooten Wealth Management
Florida
$539K +$197 +2 +0%
GSEP
2008
Golden State Equity Partners
California
$538K -$2.07K -21 -0.4%
SEEDPG
2009
S.E.E.D. Planning Group
New York
$537K -$37K -375 -6%
CA
2010
Cornerstone Advisory
Maryland
$535K -$41.7K -452 -7%
OFS
2011
Orrstown Financial Services
Pennsylvania
$534K -$36.6K -371 -6%
JWM
2012
Jacksonville Wealth Management
Florida
$534K -$42K -425 -7%
TTIC
2013
Tower Trust & Investment Company
Iowa
$534K +$534K +5,867 New
MTIM
2014
Marathon Trading Investment Management
Pennsylvania
$533K -$2.96M -30,000 -85%
SIM
2015
Synergy Investment Management
Florida
$532K -$103K -1,047 -16%
MSAM
2016
Moloney Securities Asset Management
Missouri
$532K -$178K -1,805 -25%
MCWS
2017
McKinley Carter Wealth Services
West Virginia
$531K +$3.85K +39 +0.7%
PWPS
2018
Pinnacle Wealth Planning Services
Ohio
$530K +$34.6K +351 +7%
TA
2019
TFB Advisors
Kansas
$528K +$15.1K +153 +3%
FCM
2020
Fairbanks Capital Management
California
$528K -$62.2K -630 -11%
PSF
2021
Pacific Sun Financial
California
$526K -$48.8K -494 -8%
ZCI
2022
Zevenbergen Capital Investments
Washington
$526K -$11.4K -115 -2%
GFG
2023
Grantvest Financial Group
New Jersey
$525K +$132K +1,339 +34%
BBA
2024
BLB&B Advisors
Pennsylvania
$524K -$71.7K -726 -12%
DIM
2025
Delta Investment Management
California
$523K -$197 -2 -0%
79 80
81
82 83