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Walt Disney

3,024 hedge funds and large institutions have $125B invested in Walt Disney in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,091 increasing their positions, 1,421 reducing their positions, and 273 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 68.08%67.87% (-0.21%)

5% less funds holding

Funds holding: 3,1683,024 (-144)

18% less capital invested

Capital invested by funds: $154B → $125B (-$28.4B)

23% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $4.07B

23% less repeat investments, than reductions

Existing positions increased: 1,091 | Existing positions reduced: 1,421

39% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 273

49% less funds holding in top 10

Funds holding in top 10: 10252 (-50)

Holders
3,024
Holders Change
-144
Holders Change %
-4.55%
% of All Funds
43.67%
Holding in Top 10
52
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-49.02%
% of All Funds
0.75%
New
167
Increased
1,091
Reduced
1,421
Closed
273
Calls
$3.14B
Puts
$4.07B
Net Calls
-$935M
Net Calls Change
-$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2026
Hutchinson Capital Management
California
$544K +$215 +2 +0%
DIM
2027
Delta Investment Management
California
$543K -$4.74K -44 -0.8%
AFA
2028
American Financial Advisors
Georgia
$543K -$47.7K -443 -7%
AWG
2029
Altus Wealth Group
Colorado
$541K -$1.61K -15 -0.3%
MCM
2030
Morton Capital Management
California
$541K -$29.3K -272 -5%
LA
2031
LVW Advisors
New York
$540K +$108K +1,005 +23%
PB
2032
Pinnacle Bancorp
Nebraska
$539K -$3.34K -31 -0.6%
LA
2033
Lifeworks Advisors
Michigan
$539K -$57.9K -538 -9%
MCWS
2034
McKinley Carter Wealth Services
West Virginia
$538K -$50.7K -471 -8%
PFG
2035
Prosperity Financial Group
California
$538K +$39.6K +368 +7%
BCFD
2036
Boit C.F. David
$536K
GA
2037
Goldstein Advisors
Wisconsin
$536K -$176K -1,638 -23%
NJIM
2038
Nabity-Jensen Investment Management
Nebraska
$535K -$9.15K -85 -2%
DA
2039
Detalus Advisors
Missouri
$535K -$4.31K -40 -0.7%
FFG
2040
Fiduciary Financial Group
California
$535K +$585K +5,430 New
NCTC
2041
New Covenant Trust Company
Indiana
$534K +$17.7K +164 +3%
WDG
2042
Wealth Dimensions Group
Ohio
$533K +$49.2K +457 +9%
BFG
2043
Beacon Financial Group
Texas
$533K -$41.2K -383 -7%
NCM
2044
Neumann Capital Management
California
$533K
PCS
2045
Personal CFO Solutions
New Jersey
$532K -$17.7K -164 -3%
AWS
2046
Aspen Wealth Strategies
Colorado
$529K -$97.3K -904 -14%
MCM
2047
McDonough Capital Management
Florida
$529K -$7K -65 -1%
CPSAC
2048
Chas P. Smith & Associates (CPS)
Florida
$528K -$4.74K -44 -0.8%
GCIM
2049
Gunn & Company Investment Management
Florida
$528K +$573K +5,320 New
ST
2050
Sabal Trust
Florida
$528K -$215K -1,993 -27%

DIS Hedge Fund Activity: Q2 2024 in Review

3,024 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2024, worth a combined $125B — down 18% from $154B a quarter earlier.

Sellers outnumbered buyers: 273 funds closed out of DIS and 167 opened new positions — a net loss of 106 holders — while 1,421 trimmed existing stakes and 1,091 added.

The largest buyer was Jennison Associates, adding an estimated $599M. The largest seller was Trian Fund Management, cutting an estimated $3.2B.

  • 3,024 institutional investors held Walt Disney (DIS) as of Q2 2024, down from 3,168 in Q1 2024.
  • Funds reported $125B of Walt Disney stock for Q2 2024, down 18% quarter-over-quarter.
  • 167 funds opened new Walt Disney positions in Q2 2024 and 273 closed out, a net change of -106 holders.
  • The largest Walt Disney buyer in Q2 2024 was Jennison Associates, an estimated $599M added.
  • The largest Walt Disney seller in Q2 2024 was Trian Fund Management, an estimated $3.2B sold.

Based on aggregated 13F filings for Q2 2024.