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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
FFL
2426
Financial Freedom LLC
Ohio
$313K +$15.2K +141 +5%
ARG
2427
Advisory Resource Group
Oklahoma
$312K +$2.58K +24 +0.8%
DCM
2428
Dudley Capital Management
Virginia
$312K -$109K -1,011 -24%
RW
2429
Rede Wealth
Virginia
$312K
Eagle Capital Management (New York)
2430
Eagle Capital Management (New York)
New York
$311K
ST
2431
Somerset Trust
Pennsylvania
$311K +$6.35K +59 +2%
SCG
2432
Sonata Capital Group
Washington
$310K -$22.6K -210 -6%
MAM
2433
Martingale Asset Management
Massachusetts
$308K +$334K +3,105 New
SI
2434
Saxon Interests
Texas
$307K
EWS
2435
Eagle Wealth Strategies
New Jersey
$307K
BCM
2436
BlueCrest Capital Management
Jersey
$307K -$44.5K -413 -12%
FBT
2437
First Bank & Trust
South Dakota
$306K -$9.37K -87 -3%
M1FG
2438
Mach-1 Financial Group
Arkansas
$306K -$27.3K -254 -8%
IA
2439
Insight Advisors
Pennsylvania
$306K -$19.4K -180 -6%
FL
2440
FreeGulliver LLC
Louisiana
$306K +$59.7K +555 +22%
IFPG
2441
Intrepid Financial Planning Group
Indiana
$305K -$215 -2 -0.1%
LPAM
2442
Lodestar Private Asset Management
California
$305K -$5.38K -50 -2%
GWAG
2443
Garrett Wealth Advisory Group
Texas
$305K +$330K +3,070 New
FCFC
2444
First Commonwealth Financial Corp
Pennsylvania
$305K -$19.8K -184 -6%
GWP
2445
Gateway Wealth Partners
Wisconsin
$305K -$861 -8 -0.3%
MAM
2446
McLean Asset Management
Virginia
$304K -$538 -5 -0.2%
FWP
2447
Falcon Wealth Planning
California
$303K +$13.6K +126 +4%
CFD
2448
Creative Financial Designs
Indiana
$303K +$27.8K +258 +9%
CS
2449
Capital Square
Tennessee
$303K -$10K -93 -3%
EWM
2450
EPG Wealth Management
Georgia
$303K -$329K -3,059 Closed

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.