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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
GA
2101
Geller Advisors
New York
$499K -$16.9K -157 -3%
PPWM
2102
Paragon Private Wealth Management
Kentucky
$498K -$10.4K -97 -2%
MCA
2103
MSH Capital Advisors
Arizona
$498K
SSWM
2104
Strait & Sound Wealth Management
California
$495K +$214K +1,988 +66%
ACS
2105
Archford Capital Strategies
Illinois
$493K +$12.1K +112 +2%
PSCM
2106
Per Stirling Capital Management
Texas
$492K -$11.9K -111 -2%
CC
2107
Cadinha & Co
Hawaii
$491K +$533K +4,948 New
RWP
2108
Revolve Wealth Partners
New Jersey
$491K -$1.29K -12 -0.2%
HNWAG
2109
High Net Worth Advisory Group
Florida
$490K +$2.04K +19 +0.4%
AAM
2110
Aureus Asset Management
Massachusetts
$490K
EFA
2111
Evernest Financial Advisors
Indiana
$489K -$34.4K -320 -6%
S
2112
Sunpointe
Missouri
$488K -$4.31K -40 -0.8%
AA
2113
Alta Advisers
United Kingdom
$487K
ILI
2114
Invesco LLC (Illinois)
Illinois
$486K +$969 +9 +0.2%
PG
2115
Patten Group
Tennessee
$485K -$46K -427 -8%
EIP
2116
Ellis Investment Partners
Pennsylvania
$485K +$12.6K +117 +2%
TCM
2117
Triumph Capital Management
Colorado
$484K +$7.54K +70 +1%
EDRIA
2118
Edmonds Duncan Registered Investment Advisors
Kansas
$481K +$1.08K +10 +0.2%
AFAS
2119
Acorn Financial Advisory Services
Virginia
$480K -$40.4K -375 -7%
SP
2120
Saranac Partners
$480K +$52.2K +485 +11%
MM
2121
MQS Management
New York
$479K +$519K +4,825 New
SPWM
2122
Schrum Private Wealth Management
Florida
$479K
CSC
2123
Caldwell Sutter Capital
California
$478K +$16K +149 +3%
OL
2124
OneFund LLC
Florida
$477K +$8.5K +79 +2%
WMA
2125
Wealth Management Associates
New Jersey
$476K

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.