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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
CA
2226
Crumly & Associates
Illinois
$410K -$145K -1,346 -25%
FSA
2227
Financial Security Advisor
Virginia
$410K +$3.01K +28 +0.7%
TPWM
2228
Twelve Points Wealth Management
Massachusetts
$410K -$431 -4 -0.1%
SL
2229
Sentinus LLC
Illinois
$409K +$49K +455 +12%
VCM
2230
Viewpoint Capital Management
Washington
$409K -$11.8K -110 -3%
W
2231
Wealthquest
Ohio
$408K
QPW
2232
Quantum Private Wealth
Florida
$407K -$71.8K -667 -14%
CWM
2233
Chesapeake Wealth Management
Virginia
$407K -$51.8K -481 -11%
MLFP
2234
MPS Loria Financial Planners
Illinois
$407K -$35.6K -331 -7%
GRQ
2235
Gardner Russo & Quinn
Pennsylvania
$406K
GWA
2236
GGM Wealth Advisors
Maryland
$405K -$82.9K -770 -16%
VCM
2237
Vivaldi Capital Management
Illinois
$404K +$7.11K +66 +2%
T
2238
TOBAM
France
$403K -$398K -3,699 -48%
PA
2239
Parkside Advisors
California
$403K +$13.3K +124 +3%
BW
2240
Bison Wealth
Georgia
$403K
CCS
2241
Concentric Capital Strategies
Connecticut
$403K -$7.83M -72,691 -95%
GWM
2242
Greenwich Wealth Management
Connecticut
$402K -$6.89K -64 -2%
HGERS
2243
Householder Group Estate & Retirement Specialist
Arizona
$402K +$34.8K +323 +9%
CCM
2244
Cohen Capital Management
California
$401K +$48.4K +450 +13%
BWM
2245
Baron Wealth Management
Michigan
$400K -$2.58K -24 -0.6%
CFS
2246
Cannon Financial Strategists
Georgia
$399K +$3.88K +36 +0.9%
KLI
2247
Kelman-Lazarov Inc
Tennessee
$398K +$55.5K +516 +15%
PAS
2248
Professional Advisory Services
Florida
$397K
MIP
2249
Marietta Investment Partners
Wisconsin
$397K -$6.46K -60 -1%
VWA
2250
Visionary Wealth Advisors
Illinois
$396K -$129K -1,197 -23%

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.