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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
SCP
2051
Sandhill Capital Partners
New York
$528K -$19.1K -177 -3%
AGWCA
2052
Annis Gardner Whiting Capital Advisors
Florida
$527K +$5.92K +55 +1%
DP
2053
Dearborn Partners
Illinois
$526K -$202K -1,872 -26%
WH
2054
Willner & Heller
California
$526K -$49.5K -460 -8%
SFFS
2055
Stonehage Fleming Financial Services
Jersey
$525K -$53.4M -495,932 -99%
CYG
2056
Clean Yield Group
Vermont
$525K
LHC
2057
Little House Capital
Massachusetts
$525K -$1.18M -10,976 -67%
ITIM
2058
Indiana Trust & Investment Management
Indiana
$525K -$153K -1,420 -21%
HHRDM
2059
H&H Retirement Design & Management
Nevada
$524K +$32.1K +298 +6%
IF
2060
Intrua Financial
Texas
$523K -$9.26K -86 -2%
PFBT
2061
Parkside Financial Bank & Trust
Missouri
$523K -$104K -963 -15%
CVA
2062
Central Valley Advisors
California
$523K -$75K -697 -10%
FP
2063
Financial Perspectives
Minnesota
$522K -$4.84K -45 -0.8%
MCM
2064
Maple Capital Management
Vermont
$522K +$33.3K +309 +6%
EA
2065
Everpar Advisors
Oklahoma
$522K +$105K +978 +23%
AGM
2066
Alpine Global Management
New York
$521K +$565K +5,252 New
1WA
2067
180 Wealth Advisors
Washington
$521K -$1.25M -11,653 -68%
MPCG
2068
Matrix Private Capital Group
New York
$521K -$10K -93 -2%
WHG
2069
Westwood Holdings Group
Texas
$520K +$8.72K +81 +2%
OAM
2070
Oak Asset Management
California
$520K -$4.31K -40 -0.8%
CHP
2071
Cable Hill Partners
Oregon
$519K +$563K +5,229 New
SIG
2072
Sargent Investment Group
Maryland
$519K +$68.1K +633 +14%
ECG
2073
Edge Capital Group
Georgia
$518K -$128K -1,189 -19%
MCP
2074
Mirador Capital Partners
California
$517K -$23.1K -215 -4%
FCT
2075
First Community Trust
Iowa
$517K

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.