DIS icon

Walt Disney
DIS

Overview Fund Activity

2,938 hedge funds and large institutions have $104B invested in Walt Disney in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 1,089 increasing their positions, 1,426 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,938
Holders Change
-110
Holders Change %
-3.61%
% of All Funds
46.33%
Holding in Top 10
53
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-43.01%
% of All Funds
0.84%
New
143
Increased
1,089
Reduced
1,426
Closed
231
Calls
$3.95B
Puts
$4.49B
Net Calls
-$540M
Net Calls Change
-$822M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$463M
2
Barclays
Barclays
United Kingdom
+$285M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$266M
4
State Street
State Street
Massachusetts
+$222M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$182M

Top Sellers

1
IRAG
Investment Research & Advisory Group
Georgia
-$25.4B
2
OIAM
OFI Invest Asset Management
France
-$2.68B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$689M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$266M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
2026
Foster Group
Iowa
$540K -$1.61K -18 -0.3%
BL
2027
Balentine LLC
Georgia
$540K -$381K -4,265 -41%
KTA
2028
Keeley-Teton Advisors
Illinois
$539K – – –
WPW
2029
Warther Private Wealth
Ohio
$539K -$248K -2,776 -32%
D
2030
Diversified
Delaware
$538K -$28.6K -320 -5%
OP
2031
ORG Partners
Indiana
$538K +$538K +5,954 New
AWA
2032
Aaron Wealth Advisors
Illinois
$537K -$52.1K -584 -9%
BFM
2033
Boothbay Fund Management
New York
$536K +$536K +6,008 New
ROTUOC
2034
Regents of the University of California
California
$536K – – –
VCA
2035
Verdence Capital Advisors
Maryland
$535K -$11.3K -127 -2%
HIC
2036
Harvey Investment Company
Kentucky
$535K -$8.94K -100 -2%
DWM
2037
Drive Wealth Management
Utah
$532K -$115K -1,285 -18%
WSCM
2038
Wellington Shields Capital Management
New York
$532K -$11.8K -132 -2%
PFG
2039
Prosperity Financial Group
California
$531K +$55.5K +622 +12%
FZCM
2040
Flynn Zito Capital Management
New York
$530K +$17.9K +200 +3%
PCS
2041
Personal CFO Solutions
New Jersey
$530K +$114K +1,275 +27%
CWA
2042
Consilium Wealth Advisory
Texas
$530K +$37.2K +417 +8%
CWM
2043
Centurion Wealth Management
Virginia
$529K +$179 +2 +0%
CIC
2044
Crawford Investment Counsel
Georgia
$528K – – –
GWA
2045
GGM Wealth Advisors
Maryland
$528K +$528K +5,903 New
SL
2046
Sentry LLC
Tennessee
$528K – – –
FCA
2047
FLC Capital Advisors
California
$527K -$95.3K -1,067 -15%
RSA
2048
River Street Advisors
Illinois
$527K -$12.9K -144 -2%
AWG
2049
Altus Wealth Group
Colorado
$526K -$15.4K -173 -3%
AI
2050
ArchPoint Investors
Florida
$525K -$7.14K -80 -1%
80 81
82
83 84