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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
JJBC
2451
James J. Burns & Company
New York
$303K +$118K +1,099 +56%
FBC
2452
Fairfield, Bush & Co
Connecticut
$303K +$51.5K +478 +19%
SFG
2453
SNS Financial Group
Minnesota
$303K -$34.6K -321 -10%
CG
2454
CFO4Life Group
Texas
$302K -$31.6K -294 -9%
SIM
2455
Stratos Investment Management
Ohio
$302K +$47K +437 +17%
CFO
2456
Custos Family Office
Texas
$301K
KMWM
2457
Keudell/Morrison Wealth Management
Oregon
$301K +$3.88K +36 +1%
ECG
2458
EPIQ Capital Group
California
$300K +$8.61K +80 +3%
KA
2459
Kearns & Associates
California
$300K
MCM
2460
Marathon Capital Management
Maryland
$299K +$10.8K +100 +3%
AGC
2461
Aspen Grove Capital
Colorado
$299K -$4.2K -39 -1%
AWM
2462
Ameliora Wealth Management
Switzerland
$298K
JCP
2463
Jennifer C. Price
$298K
LRIA
2464
Leonard Rickey Investment Advisors
Washington
$298K +$48.2K +448 +18%
DI
2465
DAGCO Inc
Ohio
$298K -$10.8K -100 -3%
AWM
2466
Accurate Wealth Management
Florida
$298K -$46.2K -429 -12%
NECFA
2467
New England Capital Financial Advisors
Connecticut
$297K -$23.7K -220 -7%
LSIA
2468
LaSalle St. Investment Advisors
Illinois
$297K +$322K +2,991 New
TCOTS
2469
Trust Company of the South
North Carolina
$297K
MCM
2470
McRae Capital Management
New Jersey
$296K
PG
2471
Prostatis Group
Maryland
$294K -$858K -7,967 -73%
PO
2472
Private Ocean
California
$294K +$108 +1 +0%
XT
2473
XTX Topco
Cayman Islands
$293K -$367K -3,412 -54%
AIM
2474
Acropolis Investment Management
Missouri
$292K +$10.6K +98 +3%
GWMR
2475
GC Wealth Management RIA
Massachusetts
$291K +$9.26K +86 +3%

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.