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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 %
TLCM
2026
Twin Lakes Capital Management
California
$522K +$592 +6 +0.1%
BAAM
2027
Baker Avenue Asset Management
California
$522K +$109K +1,103 +26%
CWI
2028
Conscious Wealth Investments
Florida
$521K -$151K -1,424 -22%
RZH
2029
Relyea Zuckerberg Hanson
Connecticut
$520K -$57.8K -586 -10%
RPGK
2030
Retirement Planning Group (Kansas)
Kansas
$520K +$78.2K +792 +18%
S
2031
Sunpointe
Missouri
$520K +$19.4K +197 +4%
SWIM
2032
Smallwood Wealth Investment Management
New Jersey
$520K -$2.37K -24 -0.5%
WFI
2033
West Family Investments
California
$519K +$49.2K +498 +10%
CPWA
2034
Cerro Pacific Wealth Advisors
California
$519K -$16.5K -148 -3%
BFG
2035
Berger Financial Group
Minnesota
$518K -$64.9K -658 -11%
AIIMS
2036
Analyst IMS Investment Management Services
Israel
$518K +$518K +5,244 New
PGWM
2037
Parisi Gray Wealth Management
New Jersey
$517K -$16.1K -163 -3%
LWM
2038
LJI Wealth Management
Indiana
$515K +$10.9K +110 +2%
IHL
2039
Investment House LLC
California
$513K – – –
EFI
2040
EHP Funds Inc
Canada
$513K +$513K +5,200 New
HCM
2041
Hutchinson Capital Management
California
$513K -$10.4K -105 -2%
NCM
2042
Northside Capital Management
Oregon
$512K -$790 -8 -0.2%
TFG
2043
Taylor Financial Group
Virginia
$509K +$49.4K +500 +11%
NC
2044
Napatree Capital
Rhode Island
$508K -$170K -1,722 -25%
CA
2045
Calton & Associates
Florida
$507K +$298K +3,023 +143%
RBWA
2046
RFG - Bristol Wealth Advisors
Massachusetts
$507K +$10.2K +103 +2%
WIM
2047
Westside Investment Management
California
$507K +$25.7K +260 +5%
AOWM
2048
Alpha Omega Wealth Management
Virginia
$506K -$33.9K -343 -6%
NWMG
2049
National Wealth Management Group
Ohio
$506K -$2.17K -22 -0.4%
HHRDM
2050
H&H Retirement Design & Management
Nevada
$506K +$1.09K +13 +0.2%
80 81
82
83 84