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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
MSA
2176
Marino Stram & Associates
Massachusetts
$445K -$355K -3,298 -42%
PCMC
2177
Planning Capital Management Corporation
Pennsylvania
$445K +$11.8K +110 +3%
WAOI
2178
Wealth Advisors of Iowa
Iowa
$444K -$2.69K -25 -0.6%
CP
2179
Castleview Partners
Texas
$443K +$8.94K +83 +2%
PCA
2180
Pallas Capital Advisors
Massachusetts
$443K +$130K +1,205 +36%
NFSG
2181
Newbridge Financial Services Group
Florida
$441K -$164K -1,522 -26%
RIS
2182
Retirement Income Solutions
Michigan
$441K -$38.2K -355 -7%
SWA
2183
SFMG Wealth Advisors
Texas
$441K -$70K -650 -13%
RWA
2184
Redhawk Wealth Advisors
Minnesota
$440K -$13.5K -125 -3%
MMG
2185
Monetary Management Group
Missouri
$439K +$28.9K +268 +6%
CRWM
2186
Castle Rock Wealth Management
California
$436K -$66.2K -615 -12%
EB
2187
Emprise Bank
Kansas
$434K -$94.8K -881 -17%
GTAM
2188
Global Trust Asset Management
Florida
$433K -$2.15K -20 -0.5%
RFA
2189
Register Financial Advisors
Georgia
$432K -$26.9K -250 -5%
RCWM
2190
Royal Capital Wealth Management
Indiana
$431K
HWM
2191
Hemington Wealth Management
Virginia
$430K +$3.77K +35 +0.8%
FA
2192
Fortis Advisors
Pennsylvania
$429K
SL
2193
Sentry LLC
Tennessee
$429K
EAM
2194
Evanson Asset Management
California
$429K +$431 +4 +0.1%
AF
2195
Affiance Financial
Minnesota
$428K
BLC
2196
Brown, Lisle/Cummings
Rhode Island
$427K
SBCM
2197
Schwerin Boyle Capital Management
Massachusetts
$427K -$3.76M -34,900 -89%
LGWM
2198
Litman Gregory Wealth Management
California
$427K -$53.8K -500 -10%
TNBTD
2199
Trustmark National Bank Trust Department
Mississippi
$426K -$52.7K -490 -10%
PWM
2200
Prosperity Wealth Management
California
$425K -$754 -7 -0.2%

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.