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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 %
GFG
2076
Goldstone Financial Group
Illinois
$489K +$122K +1,234 +33%
OFG
2077
Oxford Financial Group
Indiana
$489K -$20.3K -206 -4%
HIC
2078
Holderness Investments Company
North Carolina
$489K +$3.55K +36 +0.7%
HCM
2079
Howland Capital Management
Massachusetts
$489K -$39.4K -399 -7%
CCA
2080
Covey Capital Advisors
Georgia
$486K -$592 -6 -0.1%
VC
2081
Veracity Capital
Georgia
$484K +$13.9K +141 +3%
RMP
2082
Richards, Merrill & Peterson
Washington
$483K +$17.3K +175 +4%
WMA
2083
Wealth Management Associates
New Jersey
$483K +$493 +5 +0.1%
SSA
2084
Sierra Summit Advisors
Nevada
$482K -$39.4K -399 -8%
AA
2085
Aire Advisors
California
$481K -$194K -1,968 -29%
EWA
2086
Exencial Wealth Advisors
Oklahoma
$481K -$14.8K -150 -3%
OL
2087
OneFund LLC
Florida
$480K +$790 +8 +0.2%
GFA
2088
Gallagher Fiduciary Advisors
Illinois
$479K -$110K -1,117 -19%
V
2089
ViaWealth
Kansas
$479K -$80.2K -813 -14%
AFA
2090
American Financial Advisors
Georgia
$479K -$5.82K -59 -1%
HDA
2091
Harold Davidson & Associates
California
$478K -$18.3K -185 -4%
SPL
2092
Smart Portfolios LLC
Washington
$477K – – –
FA
2093
Fortis Advisors
Pennsylvania
$476K +$49.4K +500 +12%
1WA
2094
180 Wealth Advisors
Washington
$476K -$20.3K -206 -4%
RFA
2095
Resurgent Financial Advisors
Georgia
$475K -$49.9K -506 -10%
AAS
2096
Annex Advisory Services
Wisconsin
$474K +$6.12K +62 +1%
MC
2097
Mathes Company
New York
$474K -$49.3K -500 -9%
HBCM
2098
Heron Bay Capital Management
Michigan
$474K – – –
AWM
2099
Ameliora Wealth Management
Switzerland
$474K – – –
KTA
2100
Keeley-Teton Advisors
Illinois
$473K -$44.5K -451 -9%
82 83
84
85 86