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Walt Disney

2,930 hedge funds and large institutions have $119B invested in Walt Disney in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 1,057 increasing their positions, 1,442 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 67.87%68.55% (+0.68%)

3% less funds holding

Funds holding: 3,0232,930 (-93)

5% less capital invested

Capital invested by funds: $125B → $119B (-$6.3B)

14% less call options, than puts

Call options by funds: $3.94B | Put options by funds: $4.6B

23% less funds holding in top 10

Funds holding in top 10: 5240 (-12)

27% less repeat investments, than reductions

Existing positions increased: 1,057 | Existing positions reduced: 1,442

29% less first-time investments, than exits

New positions opened: 154 | Existing positions closed: 216

Holders
2,930
Holders Change
-93
Holders Change %
-3.08%
% of All Funds
42.07%
Holding in Top 10
40
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.08%
% of All Funds
0.57%
New
154
Increased
1,057
Reduced
1,442
Closed
216
Calls
$3.94B
Puts
$4.6B
Net Calls
-$655M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.9B +$37.6M +409,116 +0.3%
BlackRock
2
BlackRock
New York
$12B +$254M +2,757,085 +2%
State Street
3
State Street
Massachusetts
$7.46B +$45.1M +490,681 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$3.86B -$498M -5,411,769 -12%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.61B +$128M +1,393,082 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.31B +$254M +2,765,389 +9%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$2.9B -$59.9M -650,744 -2%
Norges Bank
8
Norges Bank
Norway
$1.98B -$85M -923,566 -4%
Northern Trust
9
Northern Trust
Illinois
$1.94B -$83.3M -905,607 -4%
Bank of America
10
Bank of America
North Carolina
$1.87B -$375M -4,071,079 -17%
AllianceBernstein
11
AllianceBernstein
Tennessee
$1.69B +$880M +9,569,068 +119%
Amundi
12
Amundi
France
$1.69B +$441M +4,796,915 +36%
Jennison Associates
13
Jennison Associates
New York
$1.5B -$201M -2,180,786 -12%
N
14
Nuveen
North Carolina
$1.45B +$211M +2,297,563 +18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.42B -$7.42M -80,600 -0.5%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$1.42B -$40M -434,367 -3%
Ameriprise
17
Ameriprise
Minnesota
$1.37B +$391M +4,252,268 +43%
UBS AM
18
UBS AM
Illinois
$1.33B +$41.8M +454,678 +3%
Invesco
19
Invesco
Georgia
$1.22B -$6.87M -74,675 -0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.19B -$161M -1,744,498 -12%
Newport Trust Company
21
Newport Trust Company
District of Columbia
$1.15B -$11.3M -123,250 -1%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.08B +$4.44M +48,243 +0.4%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$1.05B +$34.1M +370,967 +4%
Charles Schwab
24
Charles Schwab
California
$1B +$10.6M +114,701 +1%
Franklin Resources
25
Franklin Resources
California
$901M -$286M -3,112,918 -25%

DIS Hedge Fund Activity: Q3 2024 in Review

2,930 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2024, worth a combined $119B — down 5% from $125B a quarter earlier.

Sellers outnumbered buyers: 216 funds closed out of DIS and 154 opened new positions — a net loss of 62 holders — while 1,442 trimmed existing stakes and 1,057 added.

The largest buyer was AllianceBernstein, adding an estimated $880M. The largest seller was Fisher Asset Management, cutting an estimated $721M.

  • 2,930 institutional investors held Walt Disney (DIS) as of Q3 2024, down from 3,023 in Q2 2024.
  • Funds reported $119B of Walt Disney stock for Q3 2024, down 5% quarter-over-quarter.
  • 154 funds opened new Walt Disney positions in Q3 2024 and 216 closed out, a net change of -62 holders.
  • The largest Walt Disney buyer in Q3 2024 was AllianceBernstein, an estimated $880M added.
  • The largest Walt Disney seller in Q3 2024 was Fisher Asset Management, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2024.