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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
PFSC
2276
Peoples Financial Services Corp
Pennsylvania
$381K
PCMC
2277
Paragon Capital Management (Colorado)
Colorado
$381K -$16.1K -150 -4%
SSA
2278
South Street Advisors
New York
$380K -$108K -1,000 -21%
RC
2279
Reik & Co
New York
$380K
AFA
2280
AA Financial Advisors
Ohio
$380K -$110K -1,023 -21%
BWA
2281
Burt Wealth Advisors
Maryland
$379K -$28.9K -268 -7%
IWA
2282
Inspirion Wealth Advisors
Illinois
$379K +$754 +7 +0.2%
KFA
2283
Kapstone Financial Advisors
Ohio
$379K -$86.3K -802 -17%
PSP
2284
Pacific Sage Partners
Washington
$379K -$20K -186 -5%
PHK
2285
Point72 Hong Kong
Hong Kong
$378K +$409K +3,804 New
SDAM
2286
Shulman DeMeo Asset Management
New York
$377K -$2.15K -20 -0.5%
MFA
2287
McClarren Financial Advisors
Pennsylvania
$377K -$346K -3,212 -84%
GCA
2288
Gradient Capital Advisors
California
$377K +$646 +6 +0.2%
MAM
2289
Marotta Asset Management
Virginia
$377K +$10.1K +94 +3%
HFW
2290
Horizon Family Wealth
Illinois
$376K
SMWM
2291
Silvia McColl Wealth Management
California
$375K
SIC
2292
Sigma Investment Counselors
Michigan
$375K -$9.9K -92 -2%
HCM
2293
Hall Capital Management
Rhode Island
$375K -$15.6K -145 -4%
CCC
2294
Chelsea Counsel Company
California
$374K
GL
2295
Gerber LLC
Ohio
$373K
CA
2296
Crewe Advisors
Utah
$373K -$5.92K -55 -1%
CFFP
2297
Center for Financial Planning
Michigan
$373K
ACH
2298
ArrowMark Colorado Holdings
Colorado
$372K
MFWP
2299
Mosaic Family Wealth Partners
Missouri
$372K +$157K +1,463 +64%
VFPW
2300
Vantage Financial Partners (Wisconsin)
Wisconsin
$372K -$969 -9 -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.