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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
SIS
2151
Sound Income Strategies
Florida
$465K +$20.7K +192 +4%
LI
2152
LRI Investments
Florida
$464K +$164K +1,527 +49%
KFA
2153
Kelleher Financial Advisors
New York
$463K -$80K -743 -14%
AFG
2154
Allegheny Financial Group
Pennsylvania
$463K +$58.8K +546 +13%
PJSIMP
2155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$462K -$969 -9 -0.2%
BCP
2156
Berkeley Capital Partners
Georgia
$461K +$16.3K +151 +3%
FB
2157
First Bancorp
Maine
$461K +$75.6K +702 +18%
SWM
2158
Sendero Wealth Management
Texas
$460K -$1.83K -17 -0.4%
BEW
2159
Burton Enright Welch
California
$460K -$26.9K -250 -5%
FFWA
2160
FRG Family Wealth Advisors
Washington
$457K -$156K -1,449 -22%
GI
2161
Gradient Investments
Minnesota
$457K +$77.2K +717 +18%
KSWWM
2162
Keyes Stange & Wooten Wealth Management
Florida
$456K
WIA
2163
Westbourne Investment Advisors
Maryland
$456K
WA
2164
Wealth Architects
California
$454K +$4.2K +39 +0.9%
WWM
2165
Westwood Wealth Management
California
$454K -$86.1K -800 -15%
HKAM
2166
Horizon Kinetics Asset Management
New York
$451K -$9.69K -90 -2%
SFG
2167
Sovereign Financial Group
Connecticut
$450K -$17.4K -162 -3%
OWA
2168
ORBA Wealth Advisors
Illinois
$449K +$39.7K +369 +9%
FA
2169
Fermata Advisors
California
$449K +$179K +1,663 +58%
TPWA
2170
TRUE Private Wealth Advisors
Oregon
$448K -$67.8K -630 -12%
HIC
2171
Holderness Investments Company
North Carolina
$448K -$122K -1,132 -20%
IA
2172
IFG Advisors
Missouri
$447K +$14.1K +131 +3%
KAH
2173
Kathryn A. Hall
$447K
FFC
2174
First Financial Corp
Indiana
$445K -$38.5K -358 -7%
CAS
2175
Coppell Advisory Solutions
Texas
$445K +$482K +4,481 New

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.