Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DISNEY WALT CO (DIS)

3K + Investors. Track Smart Money conviction in DIS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +87
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — DIS

Based on 2912 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
2,912 hedge funds hold DIS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DIS is almost the same as a year ago (-40 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

1264 buying1623 selling
Last quarter: 1,623 funds reduced or exited vs 1,264 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+162 vs last Q)

new funds entering per quarter
Funds opening a new DIS position: 168 → 309 → 145 → 307. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

77% of holders stayed for 2+ years

■ 77% conviction (2yr+) ■ 13% medium ■ 9% new
2,250 out of 2,912 hedge funds have held DIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~307 new funds/quarter

357 → 168 → 309 → 145 → 307 new funds/Q
New funds entering each quarter: 168 → 309 → 145 → 307. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 9% 1-2yr ■ 15% new
Of 3,016 current holders: 2,303 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
46 of 2912 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in DIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DIS

How many hedge funds hold DIS — quarterly history vs. share price
Quarterly hedge fund ownership of DIS vs. share price

Market Analysis: DIS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

217 top-rated funds 50 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
5.8
/ 10
conviction
Hedge Fund Positioning: DIS
2026 Q1 Stats Unlock in 21 days 3K + Investors

Track Smart Money conviction in DIS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3016 2933 2.83%
13F Shares 1.38B 1.31B 5.19%
Total Value $151.25B $149.28B 1.32%
New Positions 314 149 +165
Increased Positions 1061 1188 -127
Closed Positions 226 273 -47
Reduced Positions 1568 1497 +71
Total Calls 61 63 -3.17%
Total Puts 50 55 -9.09%
PUT/CALL Ratio 0.82 0.87 Neutral

Statistics: DIS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DIS. Verified SEC 13F-HR filings.

Top 25 institutional holders of DIS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Granite Group Advisors, LLC 39.14% 675,651 $64.7M
2 Lindsell Train Ltd 9.85% 3,206,407 $309.0M
3 Focused Investors LLC 5.77% 1,842,150 $177.5M
4 HS Management Partners, LLC 5.56% 164,845 $15.9M
5 CFC Planning Co LLC 3.74% 54,417 $5.2M
6 McGinn Penninger Investment Management, Inc. 3.20% 50,845 $5K
7 CACTI ASSET MANAGEMENT LLC 3.20% 547,310 $52.7M
8 Legal Advantage Investments, Inc. 3.02% 60,553 $5.8M
9 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2.66% 94,684 $9.1M
10 Quintet Private Bank (Europe) S.A. 2.65% 410,812 $39.6M
11 Walter Public Investments Inc. 2.46% 106,687 $10.3M
12 Daytona Street Capital LLC 2.26% 30,202 $2.9M
13 Olstein Capital Management, L.P. 2.19% 104,000 $10K
14 Kennon-Green & Company, LLC 2.04% 25,781 $2.5M
15 SCHARF INVESTMENTS, LLC 2.00% 672,472 $64.8M
16 Ahara Advisors LLC 1.98% 19,111 $2.2M
17 ABN AMRO Bank N.V. 1.85% 1,762,589 $171.5M
18 FIGURE 8 INVESTMENT STRATEGIES LLC 1.82% 19,328 $1.9M
19 J. L. Bainbridge & Co., Inc. 1.79% 209,162 $20.2M
20 WealthBridge Investment Counsel Inc. 1.79% 60,821 $6K
21 LAZARI CAPITAL MANAGEMENT, INC. 1.79% 53,327 $5.1M
22 Bronte Capital Management Pty Ltd. 1.77% 185,677 $17.9M
23 Cohen Klingenstein LLC 1.72% 551,427 $53.1M
24 Family Capital Trust Co 1.71% 45,944 $5.2M
25 Robbins Farley 1.64% 38,551 $3.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DISNEY WALT CO (DIS)

What does the Smart Money Trend signal show for DIS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DIS?

More sellers than buyers — 44% buying: Last quarter: 1,623 funds reduced or exited vs 1,264 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DIS holders?

Elite ownership — 57% AUM from top-100 funds: 46 of 2912 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in DIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DIS?

77% of holders stayed for 2+ years: 2,250 out of 2,912 hedge funds have held DIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.