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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
SFS
2401
Strategic Financial Services
New York
$324K +$21.1K +196 +6%
WFS
2402
WealthGarden F.S.
California
$322K +$350K +3,248 New
LS
2403
Livforsakringsbolaget Skandia
Sweden
$322K -$96.9K -900 -22%
JCM
2404
Janney Capital Management
Pennsylvania
$322K -$218K -2,028 -38%
UAM
2405
Unison Asset Management
Florida
$321K
WCWM
2406
Willow Creek Wealth Management
California
$320K +$10.2K +95 +3%
UF
2407
Univest Financial
Pennsylvania
$320K -$16.1K -150 -4%
RFN
2408
Redwood Financial Network
Ohio
$320K -$2.48K -23 -0.7%
AIM
2409
Aspen Investment Management
Michigan
$320K -$22.1K -205 -6%
EWA
2410
Evolution Wealth Advisors
Florida
$319K -$212K -1,965 -38%
APWA
2411
Atlas Private Wealth Advisors
New Jersey
$317K +$344K +3,197 New
TNA
2412
True North Advisors
Texas
$317K +$23.7K +220 +7%
SIG
2413
Spinnaker Investment Group
California
$317K -$31.3K -291 -8%
WA
2414
Waddell & Associates
Tennessee
$317K +$3.44K +32 +1%
MWM
2415
Merriman Wealth Management
Washington
$316K +$13.9K +129 +4%
AIMA
2416
Ables Iannone Moore & Associates
Georgia
$316K -$116K -1,081 -25%
KSWA
2417
Kathleen S. Wright Associates
Pennsylvania
$315K
RRA
2418
Round Rock Advisors
Connecticut
$314K -$6.46K -60 -2%
CCM
2419
Check Capital Management
California
$314K -$21.5K -200 -6%
GWM
2420
Gitterman Wealth Management
New Jersey
$313K +$340K +3,157 New
BHPW
2421
Beverly Hills Private Wealth
California
$313K -$137K -1,276 -29%
GWM
2422
Greenhouse Wealth Management
Connecticut
$313K
CIP
2423
Convergence Investment Partners
Florida
$313K -$5.6K -52 -2%
KWMG
2424
King Wealth Management Group
Florida
$313K
HAM
2425
Harmony Asset Management
Arizona
$313K -$7.75K -72 -2%

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.