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Walt Disney
DIS

Overview Fund Activity

3,029 hedge funds and large institutions have $125B invested in Walt Disney in 2025 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,228 increasing their positions, 1,363 reducing their positions, and 268 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,029
Holders Change
-171
Holders Change %
-5.34%
% of All Funds
41.14%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.92%
New
157
Increased
1,228
Reduced
1,363
Closed
268
Calls
$2.59B
Puts
$3.25B
Net Calls
-$663M
Net Calls Change
+$309M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$510M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$254M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
5
Marshall Wace
Marshall Wace
United Kingdom
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$659M
2
Citadel Advisors
Citadel Advisors
Florida
-$250M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$171M
4
Capital World Investors
Capital World Investors
California
-$156M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
2251
Patron Partners
Texas
$363K +$66K +669 +22%
TC
2252
Trilogy Capital
California
$362K +$94.3K +955 +35%
GA
2253
Goldstein Advisors
Wisconsin
$362K -$82.8K -839 -19%
MFWP
2254
Mosaic Family Wealth Partners
Missouri
$362K +$987 +10 +0.3%
HWAM
2255
Hennion & Walsh Asset Management
New Jersey
$362K – – –
FCA
2256
Fortis Capital Advisors
Kansas
$362K +$138K +1,402 +62%
API
2257
Asset Planning Inc
California
$361K -$8.79K -89 -2%
IWM
2258
IMG Wealth Management
Florida
$361K – – –
CCM
2259
Compass Capital Management
Minnesota
$360K -$6.51K -66 -2%
PMG
2260
Private Management Group
California
$360K +$3.16K +32 +0.9%
CCA
2261
Clearwater Capital Advisors
Illinois
$360K +$4.54K +46 +1%
MAM
2262
Marotta Asset Management
Virginia
$360K +$14.3K +149 +4%
ST
2263
Spinnaker Trust
Maine
$360K +$46.9K +475 +15%
RWA
2264
Redhawk Wealth Advisors
Minnesota
$359K -$35.5K -360 -9%
SL
2265
Salomon & Ludwin
Virginia
$359K – – –
UAG
2266
United Advisor Group
Ohio
$359K -$116K -1,175 -24%
MCM
2267
MV Capital Management
Maryland
$358K +$5.73K +58 +2%
WAOTB
2268
Wealth Advisors of Tampa Bay
Florida
$358K -$155K -1,575 -30%
FNC
2269
First National Corp
Massachusetts
$358K -$2.86K -29 -0.8%
WCM
2270
Wedge Capital Management
North Carolina
$357K +$691 +7 +0.2%
LFA
2271
Laraway Financial Advisors
Minnesota
$357K -$4.84K -49 -1%
SFC
2272
SYM Financial Corp
Indiana
$357K -$31.6K -320 -8%
AA
2273
Alesco Advisors
New York
$357K +$494 +5 +0.1%
HP
2274
Haven Private
Florida
$356K -$5.53K -56 -2%
PFWA
2275
Paces Ferry Wealth Advisors
Georgia
$356K -$4.15K -42 -1%
89 90
91
92 93