We are live on ! Find out more
DIS icon

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
WCA
2076
Waypoint Capital Advisors
Minnesota
$516K +$3.01K +28 +0.5%
NCM
2077
Northside Capital Management
Oregon
$515K +$23.5K +218 +4%
PMA
2078
Prudent Man Advisors
Illinois
$513K +$20K +186 +4%
FWM
2079
Finer Wealth Management
Massachusetts
$513K -$16.7K -155 -3%
CIM
2080
Contravisory Investment Management
Massachusetts
$512K +$419K +3,889 +306%
SWM
2081
Silverlake Wealth Management
Vermont
$512K -$56.3K -523 -9%
GJIA
2082
Glass Jacobson Investment Advisors
Maryland
$511K +$1.61K +15 +0.3%
CCG
2083
Catalina Capital Group
California
$510K -$65.2K -606 -11%
SSA
2084
Sierra Summit Advisors
Nevada
$510K +$59.4K +552 +12%
AIS
2085
AM Investment Strategies
Tennessee
$509K +$118K +1,095 +27%
3IP
2086
3Chopt Investment Partners
Virginia
$509K +$552K +5,124 New
AF
2087
Advisornet Financial
Minnesota
$509K -$19.5K -181 -3%
CFP
2088
Catalyst Financial Partners
Massachusetts
$508K +$39.1K +363 +8%
CFA
2089
CWS Financial Advisors
Michigan
$507K +$127K +1,180 +30%
NBT
2090
Northwest Bank & Trust
Iowa
$506K +$46.8K +435 +9%
CA
2091
Carson Advisory
Georgia
$506K +$969 +9 +0.2%
SIAG
2092
Safeguard Investment Advisory Group
California
$505K +$15.4K +143 +3%
MSG
2093
Main Street Group
Virginia
$502K -$21.3K -198 -4%
DIP
2094
Davis Investment Partners
North Carolina
$502K
MWM
2095
Meritas Wealth Management
California
$502K
PPW
2096
Presilium Private Wealth
Pennsylvania
$501K
VT
2097
Vise Technologies
New York
$500K +$95.9K +891 +21%
VC
2098
Veracity Capital
Georgia
$500K -$47K -437 -8%
SRSA
2099
S.R. Schill & Associates
Washington
$500K -$290K -2,692 -35%
GSAM
2100
Grant Street Asset Management
Pennsylvania
$500K +$69.1K +642 +15%

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.