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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
BCM
2126
Bayesian Capital Management
New York
$475K -$3.08M -28,600 -86%
AWM
2127
Activest Wealth Management
Florida
$475K +$322K +2,990 +167%
ACP
2128
Aveo Capital Partners
Colorado
$474K -$128K -1,193 -20%
SPL
2129
Smart Portfolios LLC
Washington
$474K +$75.9K +705 +17%
LF
2130
LifeSteps Financial
California
$474K -$108 -1 -0%
FMN
2131
Financial Management Network
California
$473K -$98.5K -915 -16%
HOWA
2132
Heritage Oak Wealth Advisors
Florida
$473K +$513K +4,764 New
HA
2133
Harbor Advisors
Florida
$473K
RFG
2134
RFP Financial Group
Georgia
$472K -$37.4K -347 -7%
HBCM
2135
Heron Bay Capital Management
Michigan
$472K
TA
2136
TFB Advisors
Kansas
$471K +$49.3K +458 +11%
PBF
2137
Petix & Botte Financial
California
$471K +$255K +2,370 +100%
OP
2138
ORG Partners
Indiana
$470K +$464K +4,312 +895%
SAI
2139
Systematic Alpha Investments
New Jersey
$470K
OIM
2140
Orca Investment Management
Oregon
$470K +$27.4K +255 +6%
FPWM
2141
FSB Premier Wealth Management
Iowa
$470K +$155K +1,439 +44%
CPWA
2142
Cerro Pacific Wealth Advisors
California
$470K +$509K +4,729 New
LRPA
2143
L. Roy Papp & Associates
Arizona
$469K -$156K -1,445 -23%
CWI
2144
Conscious Wealth Investments
Florida
$469K -$2.69K -25 -0.5%
AMM
2145
American Money Management
California
$469K +$10.1K +94 +2%
SW
2146
SkyOak Wealth
Michigan
$469K -$86.7K -805 -15%
FC
2147
FCA Corp
Texas
$468K -$538 -5 -0.1%
FAFN
2148
First Affirmative Financial Network
Colorado
$467K +$71.6K +665 +16%
WFI
2149
West Family Investments
California
$466K -$1.83K -17 -0.4%
TFG
2150
Taylor Financial Group
Virginia
$465K -$50.6K -470 -9%

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.