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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
CWP
2326
CFM Wealth Partners
Texas
$360K -$89.7K -833 -19%
FAG
2327
Fortitude Advisory Group
Washington
$360K -$100K -929 -20%
FNC
2328
First National Corp
Massachusetts
$360K -$108 -1 -0%
CIS
2329
Capital International Sarl
California
$359K +$204K +1,894 +110%
RPGK
2330
Retirement Planning Group (Kansas)
Kansas
$358K +$389K +3,609 New
AF
2331
Apollon Financial
South Carolina
$358K -$16.1K -150 -4%
TFGT
2332
TS Financial Group (TSFG)
Illinois
$358K +$15.8K +147 +4%
NFA
2333
Northern Financial Advisors
Michigan
$358K -$13.7K -127 -3%
MCC
2334
Money Concepts Capital
Florida
$358K +$29.4K +273 +8%
RPCONE
2335
Retirement Planning Company of New England
Rhode Island
$357K -$2.04K -19 -0.5%
PMG
2336
Private Management Group
California
$355K +$11.2K +104 +3%
SAM
2337
Secure Asset Management
Michigan
$355K -$518K -4,814 -57%
MCM
2338
MV Capital Management
Maryland
$355K -$3.66K -34 -0.9%
HIF
2339
Hill Island Financial
Michigan
$354K +$59.2K +550 +18%
MF
2340
Manchester Financial
California
$354K -$81.2K -754 -17%
AA
2341
Aufman Associates
Pennsylvania
$353K -$2.26K -21 -0.6%
CAM
2342
Claret Asset Management
Quebec, Canada
$353K +$52.7K +490 +16%
PAA
2343
Peregrine Asset Advisers
Oregon
$353K -$15.7K -146 -4%
CHA
2344
Carmichael Hill & Associates
Maryland
$353K +$10.8K +100 +3%
LFG
2345
Lockerman Financial Group
California
$352K +$12.5K +116 +3%
SWM
2346
Stockman Wealth Management
Montana
$352K -$14.5K -135 -4%
OCM
2347
Osterweis Capital Management
California
$351K
EFSCE
2348
Enterprise Financial Services Corp (EFSC)
Missouri
$351K -$37.4K -347 -9%
BMO
2349
Beck Mack & Oliver
New York
$351K
MIM
2350
MTM Investment Management
South Carolina
$350K -$58.8K -546 -13%

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.