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Walt Disney

3,177 hedge funds and large institutions have $162B invested in Walt Disney in 2025 Q2 according to their latest regulatory filings, with 324 funds opening new positions, 1,025 increasing their positions, 1,535 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.42% more ownership

Funds ownership: 70.08%72.51% (+2.4%)

0% more call options, than puts

Call options by funds: $4.31B | Put options by funds: $4.3B

33% less repeat investments, than reductions

Existing positions increased: 1,025 | Existing positions reduced: 1,535

Holders
3,177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.31B
Puts
$4.3B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWG
2001
Altus Wealth Group
Colorado
$619K
TWM
2002
TCFG Wealth Management
California
$618K
GFG
2003
Grantvest Financial Group
New Jersey
$618K
RE
2004
Rydar Equities
Texas
$617K
JIR
2005
James Investment Research
Ohio
$617K
MWM
2006
Meritas Wealth Management
California
$614K
HCM
2007
Howland Capital Management
Massachusetts
$614K
IA
2008
IFG Advisors
Missouri
$614K
AWM
2009
Arista Wealth Management
Nevada
$613K
PSF
2010
Pacific Sun Financial
California
$612K
CCA
2011
Covey Capital Advisors
Georgia
$611K
WPA
2012
West Paces Advisors
Georgia
$611K
RZH
2013
Relyea Zuckerberg Hanson
Connecticut
$611K
PSP
2014
Pacific Sage Partners
Washington
$610K
TLCM
2015
Twin Lakes Capital Management
California
$609K
BWG
2016
Beta Wealth Group
California
$608K
AFA
2017
American Financial Advisors
Georgia
$607K
BLC
2018
Brown, Lisle/Cummings
Rhode Island
$606K
SAM
2019
Secure Asset Management
Michigan
$605K
AA
2020
Aire Advisors
California
$602K
CA
2021
Calton & Associates
Florida
$601K
EWA
2022
Exencial Wealth Advisors
Oklahoma
$600K
RRA
2023
Round Rock Advisors
Connecticut
$599K
OL
2024
OneFund LLC
Florida
$596K
MC
2025
Mathes Company
New York
$596K