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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 %
RWM
2326
RBA Wealth Management
California
$337K -$8.88K -90 -3%
SWA
2327
SFMG Wealth Advisors
Texas
$337K +$2.67K +27 +0.8%
BC
2328
Barrett & Company
Rhode Island
$337K +$296 +3 +0.1%
WA
2329
Wealth Architects
California
$335K -$40.6K -411 -11%
SI
2330
Stonekeep Investments
New Mexico
$334K +$63K +638 +23%
BAM
2331
Brave Asset Management
New Jersey
$334K -$20.8K -211 -6%
SFS
2332
Summit Financial Strategies
Ohio
$333K -$72K -730 -18%
TNA
2333
True North Advisors
Texas
$333K +$6.71K +68 +2%
BP
2334
Broadleaf Partners
Ohio
$332K -$2.27K -23 -0.7%
OWM
2335
Opes Wealth Management
California
$332K -$11.6K -118 -3%
GAA
2336
Global Assets Advisory
Florida
$331K +$331K +3,669 New
RPCONE
2337
Retirement Planning Company of New England
Rhode Island
$331K -$8.59K -87 -3%
GWM
2338
GSB Wealth Management
Connecticut
$330K +$2.96K +30 +0.9%
VC
2339
Vicus Capital
Pennsylvania
$330K -$294K -2,975 -47%
WA
2340
Whipplewood Advisors
Colorado
$330K -$9.86K -96 -3%
EPIME
2341
Evelyn Partners Investment Management (Europe)
$330K +$330K +2,740 New
CCC
2342
Compass Capital Corp
Massachusetts
$330K – – –
OWA
2343
One Wealth Advisors
California
$329K +$118K +1,192 +56%
PWM
2344
PBMares Wealth Management
Virginia
$329K -$259K -2,627 -44%
GWMR
2345
GC Wealth Management RIA
Massachusetts
$329K +$39K +395 +13%
HA
2346
Harbor Advisors
Florida
$328K – – –
BWP
2347
Barlow Wealth Partners
Kentucky
$328K -$8.76M -97,038 -96%
CP
2348
Castleview Partners
Texas
$326K -$67K -679 -17%
PD
2349
Planning Directions
Pennsylvania
$326K +$326K +3,305 New
PL
2350
Perpetual Ltd
Australia
$326K -$447K -4,530 -58%
92 93
94
95 96