DIS The Walt Disney Company

NYSE
$102.67

The Walt Disney Company (DIS) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-22.03
23 buyers / 36 sellers
SELLING
Funds compared
63
funds with comparable DIS positions
51 current holders · 56 prior-quarter holders
Net share change
-10.38M
+5.88M added, -16.25M cut
Position activity
7 new 16 increased 24 reduced 12 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
59 North Capital Management Long/Short Increased +3.10M +144.3% $298.8M 11.3% 88
Farallon Capital Management Event Value Sold Out -2.40M -100.0% $231.2M 0.0% 75
ValueAct Capital Activist Value Sold Out -400.2K -100.0% $38.5M 0.0% 73
VIKING GLOBAL INVESTORS LP Growth Reduced -6.14M -46.2% $591.0M 2.0% 71
Hudson Bay Capital Management Event Sold Out -1.10M -100.0% $105.9M 0.0% 65
Crake Asset Management Long/Short Increased +492.7K +177.9% $47.4M 1.8% 63
Alyeska Investment Group, L.P. Sold Out -585.2K -100.0% $56.3M 0.0% 63
Davidson Kempner Capital Management Event Value Sold Out -200.0K -100.0% $19.3M 0.0% 63
Point72 Asset Management, L.P. New +13.4K $1.3M 0.0% 61
Ilex Capital Partners Long/Short New +253.4K $24.4M 0.5% 61

Most significant buyers

By move score, not size.

  • 59 North Capital Management Increased · +3.10M
  • Crake Asset Management Increased · +492.7K
  • Point72 Asset Management, L.P. New · +13.4K
  • Ilex Capital Partners New · +253.4K
  • Capital Fund Management New · +123.8K

Most significant sellers

By move score, not size.

  • Farallon Capital Management Sold Out · -2.40M
  • ValueAct Capital Sold Out · -400.2K
  • VIKING GLOBAL INVESTORS LP Reduced · -6.14M
  • Hudson Bay Capital Management Sold Out · -1.10M
  • Alyeska Investment Group, L.P. Sold Out · -585.2K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
59 North Capital Management 1 5.3M 2.2M +3.10M +144.3% 11.3% Increased 88
Farallon Capital Management 1 0 2.4M -2.40M -100.0% 0.0% Sold Out 75
ValueAct Capital 1 0 400.2K -400.2K -100.0% 0.0% Sold Out 73
VIKING GLOBAL INVESTORS LP 1 7.2M 13.3M -6.14M -46.2% 2.0% Reduced 71
Hudson Bay Capital Management 3 0 1.1M -1.10M -100.0% 0.0% Sold Out 65
Crake Asset Management 2 769.7K 277.0K +492.7K +177.9% 1.8% Increased 63
Alyeska Investment Group, L.P. 2 0 585.2K -585.2K -100.0% 0.0% Sold Out 63
Davidson Kempner Capital Management 2 0 200.0K -200.0K -100.0% 0.0% Sold Out 63
Point72 Asset Management, L.P. 1 13.4K 0 +13.4K 0.0% New 61
Ilex Capital Partners 2 253.4K 0 +253.4K 0.5% New 61
Holocene Advisors, LP 2 0 518.8K -518.8K -100.0% 0.0% Sold Out 60
HBK Investments 1 0 6.8K -6.8K -100.0% 0.0% Sold Out 60
Quadrature Capital 3 0 219.8K -219.8K -100.0% 0.0% Sold Out 58
Maverick Capital 2 0 7.3K -7.3K -100.0% 0.0% Sold Out 57
Capital Fund Management 3 123.8K 0 +123.8K 0.1% New 57
Bridgewater Associates 1 49.3K 23.9K +25.5K +106.8% 0.0% Increased 57
Qube Research & Technologies Ltd 2 0 15.3K -15.3K -100.0% 0.0% Sold Out 57
WORLDQUANT MILLENNIUM ADVISORS LLC 2 5.3K 0 +5.3K 0.0% New 56
Balyasny Asset Management L.P. 2 72.8K 641.8K -569.0K -88.7% 0.0% Reduced 55
ExodusPoint Capital Management 3 45.5K 0 +45.5K 0.0% New 54
Jain Global 3 0 59.2K -59.2K -100.0% 0.0% Sold Out 54
Alphadyne Asset Management 3 0 16.7K -16.7K -100.0% 0.0% Sold Out 54
MARSHALL WACE, LLP 2 199.2K 879.1K -679.9K -77.3% 0.0% Reduced 51
Trexquant Investment 3 713.4K 276.3K +437.1K +158.2% 0.4% Increased 51
Walleye Capital 3 1.1K 293.5K -292.3K -99.6% 0.0% Reduced 50
Caption Management 3 10.1K 0 +10.1K 0.0% New 50
Lighthouse Investment Partners 3 15.6K 158.7K -143.0K -90.1% 0.0% Reduced 49
Tudor Investment Corporation 2 110.1K 627.8K -517.7K -82.5% 0.1% Reduced 49
D1 Capital Partners L.P. 1 2.9M 2.4M +519.3K +22.1% 0.8% Increased 49
Edgestream Partners 4 2.2K 0 +2.2K 0.0% New 49
Schonfeld Strategic Advisors 3 23.1K 2.4K +20.7K +864.1% 0.0% Increased 47
Centiva Capital 4 37.2K 10.6K +26.6K +251.9% 0.2% Increased 45
Winton Group 4 5.5K 101.0K -95.5K -94.6% 0.0% Reduced 45
Parallax Volatility Advisers 3 10 5.5K -5.5K -99.8% 0.0% Reduced 44
Capula Management 2 1.2K 4.6K -3.4K -74.0% 0.0% Reduced 43
Squarepoint Ops LLC 2 120.9K 301.6K -180.7K -59.9% 0.0% Reduced 43
Brevan Howard Capital Management 3 65.8K 254.3K -188.5K -74.1% 0.1% Reduced 43
D. E. Shaw & Co., Inc. 1 1.8M 2.5M -721.5K -28.5% 0.1% Reduced 41
Man Group 3 1.0M 632.1K +380.6K +60.2% 0.2% Increased 41
Graham Capital Management 3 9.2K 41.9K -32.8K -78.1% 0.0% Reduced 41
Wolverine Asset Management 2 16.2K 9.7K +6.6K +67.9% 0.1% Increased 40
Weiss Asset Management 2 2.5K 7.2K -4.7K -65.4% 0.0% Reduced 39
Caxton Associates 3 11.7K 26.5K -14.9K -56.0% 0.0% Reduced 38
MILLENNIUM MANAGEMENT LLC 2 1.1M 839.1K +239.4K +28.5% 0.1% Increased 38
TWO SIGMA INVESTMENTS, LP 2 37.9K 61.4K -23.5K -38.3% 0.0% Reduced 37
Quantbot Technologies 4 1.0K 5.2K -4.1K -80.0% 0.0% Reduced 34
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 1.5M 1.7M -253.3K -14.6% 0.2% Reduced 34
AQR Capital Management 3 2.0M 2.8M -782.4K -28.2% 0.1% Reduced 33
Gotham Asset Management, LLC 2 442.7K 342.9K +99.7K +29.1% 0.1% Increased 33
Y-Intercept 4 47.7K 89.3K -41.6K -46.6% 0.1% Reduced 32
Tremblant Capital Group 2 271.2K 263.2K +8.0K +3.0% 0.7% Increased 30
CITADEL ADVISORS LLC 1 893.8K 916.6K -22.8K -2.5% 0.1% Reduced 30
Chilton Investment Company 2 3.3K 4.4K -1.1K -24.9% 0.0% Reduced 30
Engineers Gate 4 2.2K 4.3K -2.1K -49.4% 0.0% Reduced 29
Verition Fund Management 2 7.3K 9.3K -2.0K -21.6% 0.0% Reduced 28
Woodline Partners LP 2 1.0M 991.8K +35.3K +3.6% 0.3% Increased 28
Capstone Investment Advisors 3 57.0K 51.2K +5.9K +11.4% 0.1% Increased 25
Boothbay Fund Management 4 145.6K 126.1K +19.5K +15.5% 0.3% Increased 25
LMR Partners 3 44.0K 40.8K +3.1K +7.7% 0.1% Increased 24
Corvex Management 1 2.2M 2.2M 0 +0.0% 6.5% Unchanged 53
Long Focus Capital Management 2 565.0K 565.0K 0 +0.0% 2.2% Unchanged 30
Quinn Opportunity Partners 4 12.5K 12.5K 0 +0.0% 0.1% Unchanged 13
Systematic Alpha Investments 2 4.7K 4.7K 0 +0.0% 0.0% Unchanged 18

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.