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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
MIM
2351
Miller Investment Management
Pennsylvania
$350K
WAG
2352
Wiser Advisor Group
Arizona
$348K -$22.5K -209 -6%
EB
2353
Exchange Bank
California
$348K -$24.3K -226 -6%
SPWG
2354
Sage Private Wealth Group
Illinois
$348K -$11.5K -107 -3%
GWI
2355
Grace & White Inc
New York
$348K
VCWA
2356
Vanguard Capital Wealth Advisors
Colorado
$347K -$58.1K -540 -13%
OHWA
2357
Oak Hill Wealth Advisors
Virginia
$346K +$375K +3,488 New
FNBOMD
2358
First National Bank of Mount Dora
Florida
$345K -$135K -1,250 -26%
CFA
2359
Capstone Financial Advisors
Illinois
$345K +$861 +8 +0.2%
SWS
2360
SYSTM Wealth Solutions
Illinois
$344K -$14.2K -132 -4%
BST
2361
Bath Savings Trust
Maine
$344K -$166K -1,545 -31%
OPWM
2362
Oxinas Partners Wealth Management
Indiana
$344K -$75.4K -700 -17%
IF
2363
Ironwood Financial
Arizona
$343K -$110K -1,025 -23%
SWM
2364
Seed Wealth Management
Illinois
$343K +$32.3K +300 +10%
BC
2365
Barrett & Company
Rhode Island
$341K
CCM
2366
Conway Capital Management
California
$340K
SFC
2367
SYM Financial Corp
Indiana
$339K +$79.9K +742 +28%
TFM
2368
TFC Financial Management
Massachusetts
$339K +$212K +1,970 +137%
FA
2369
Fountainhead AM
New Jersey
$338K +$32K +297 +10%
FFB
2370
First Financial Bankshares
Texas
$337K -$156K -1,450 -30%
TVAMP
2371
Tennessee Valley Asset Management Partners
Tennessee
$336K +$2.15K +20 +0.6%
BP
2372
Broadleaf Partners
Ohio
$336K
DM
2373
Deerfield Management
New York
$336K +$364K +3,386 New
SFS
2374
Security Financial Services
Indiana
$336K -$20.2K -188 -5%
PCA
2375
Prosperity Capital Advisors
Ohio
$335K -$294K -2,734 -45%

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.