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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
GFG
2301
Goldstone Financial Group
Illinois
$371K +$23.7K +220 +6%
WAOTB
2302
Wealth Advisors of Tampa Bay
Florida
$370K
LF
2303
Lantz Financial
Illinois
$370K +$3.01K +28 +0.8%
LFA
2304
Laraway Financial Advisors
Minnesota
$369K
GEA
2305
Glen Eagle Advisors
New Jersey
$367K -$33.2K -308 -8%
SFA
2306
Seneca Financial Advisors
New York
$367K +$5.38K +50 +1%
CFO
2307
CVA Family Office
Colorado
$366K +$2.26K +21 +0.6%
KA
2308
Kooman & Associates
Pennsylvania
$366K +$3.12K +29 +0.8%
CMTU
2309
Capital Markets Trading (UK)
United Kingdom
$366K -$1.08M -10,011 -73%
PWA
2310
Prairie Wealth Advisors
Nebraska
$366K -$44.7K -415 -10%
GIA
2311
Guyasuta Investment Advisors
Pennsylvania
$365K -$21.5K -200 -5%
PSC
2312
Prentiss Smith & Co
Vermont
$365K
ML
2313
McAdam LLC
Pennsylvania
$365K -$166K -1,545 -30%
SL
2314
Salomon & Ludwin
Virginia
$364K -$93K -864 -19%
MPM
2315
Meritage Portfolio Management
Kansas
$364K -$11.2K -104 -3%
RWM
2316
RBA Wealth Management
California
$364K -$9.69K -90 -2%
HWAM
2317
Hennion & Walsh Asset Management
New Jersey
$364K
WE
2318
Wealth Effects
Massachusetts
$364K -$38.1K -354 -9%
FPFS
2319
First Personal Financial Services
North Carolina
$363K -$14.5K -135 -4%
BIP
2320
Blueprint Investment Partners
North Carolina
$363K -$174K -1,616 -31%
SCP
2321
Sivia Capital Partners
California
$363K +$30.7K +285 +8%
A
2322
AlphaQuest
New York
$363K +$392K +3,646 +36,460%
COCM
2323
Charter Oak Capital Management
New Hampshire
$362K -$33.4K -310 -8%
WW
2324
Waterfront Wealth
Kansas
$361K -$116K -1,082 -23%
MSRI
2325
Michael S. Ryan Inc
New York
$361K -$46K -427 -11%

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.