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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
CCA
2376
Cora Capital Advisors
New Jersey
$335K +$754 +7 +0.2%
CIA
2377
Compass Ion Advisors
Pennsylvania
$334K
FFO
2378
Fortitude Family Office
Arizona
$334K +$3.77K +35 +1%
ALC
2379
Alexander Labrunerie & Co
Missouri
$334K +$48.3K +449 +15%
USB
2380
Union Savings Bank
Connecticut
$334K -$68.9K -640 -16%
BSSFA
2381
Baron Silver Stevens Financial Advisors
Florida
$332K -$14.4K -134 -4%
EE
2382
EWG Elevate
California
$332K +$14.2K +132 +4%
WCM
2383
Wedge Capital Management
North Carolina
$332K -$25.8K -240 -7%
FM
2384
Foster & Motley
Ohio
$332K +$42.6K +396 +13%
SIAG
2385
Signet Investment Advisory Group
Rhode Island
$332K -$538 -5 -0.1%
TWM
2386
Trueblood Wealth Management
Ohio
$332K -$215 -2 -0.1%
OFS
2387
Orrstown Financial Services
Pennsylvania
$332K
SWRP
2388
Summit Wealth & Retirement Planning
California
$331K
WFAG
2389
Worth Financial Advisory Group
North Carolina
$330K -$71.3K -662 -17%
AWS
2390
Arkfeld Wealth Strategies
Nebraska
$330K -$3.23K -30 -0.9%
NWA
2391
New World Advisors
Massachusetts
$330K -$10.8K -100 -3%
KCM
2392
Kathmere Capital Management
Pennsylvania
$330K -$103K -960 -22%
AA
2393
Acorns Advisers
California
$330K +$60.3K +560 +20%
SFG
2394
Somnio Financial Group
Connecticut
$327K +$355K +3,297 New
RWMG
2395
Redwood Wealth Management Group
New Jersey
$326K +$1.08K +10 +0.3%
FA
2396
Fiducient Advisors
Illinois
$326K +$14.5K +135 +4%
MWP
2397
Meridian Wealth Partners
Pennsylvania
$326K +$30.7K +285 +10%
CT
2398
Coastline Trust
Rhode Island
$325K +$50.6K +470 +17%
VH
2399
Visionary Horizons
Tennessee
$324K +$5.92K +55 +2%
FWP
2400
Firethorn Wealth Partners
Georgia
$324K -$25.4K -236 -7%

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.