Disney Stock Purchased by HF Advisory Group

Institutional investor significantly increases stake in entertainment giant

Apr. 2, 2026 at 11:13am

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HF Advisory Group LLC raised its stake in shares of The Walt Disney Company (NYSE:DIS) by 746.2% in the fourth quarter, according to the company's latest SEC filing. The fund now owns 99,159 shares of the entertainment giant's stock worth $11,281,000.

Why it matters

This substantial increase in Disney stock ownership by HF Advisory Group suggests the institutional investor sees significant long-term value in the entertainment conglomerate, even as the company navigates challenges like cord-cutting and sports rights shifts that have pressured its ESPN business.

The details

According to the SEC filing, HF Advisory Group acquired an additional 87,441 shares of Disney stock during the fourth quarter, bringing its total position to 99,159 shares. This represents a 746.2% increase in the firm's Disney holdings compared to the prior quarter. The filing did not provide additional details on HF Advisory Group's investment thesis or plans for the Disney position.

  • HF Advisory Group increased its Disney stake in the fourth quarter of 2025.

The players

HF Advisory Group LLC

An institutional investment firm that significantly increased its ownership of The Walt Disney Company stock in the fourth quarter.

The Walt Disney Company

A diversified global entertainment and media conglomerate headquartered in Burbank, California.

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What they’re saying

“Several research firms recently commented on DIS. Raymond James Financial raised Walt Disney from a 'market perform' rating to an 'outperform' rating and set a $115.00 target price for the company.”

— Raymond James Financial, Analyst

“The Goldman Sachs Group reiterated a 'buy' rating and issued a $151.00 price target on shares of Walt Disney.”

— The Goldman Sachs Group, Analyst

What’s next

Investors will be closely watching Disney's upcoming quarterly earnings report for further insights into the company's streaming profitability, theme park performance, and overall business trends.

The takeaway

Disney's stock has faced pressure in recent months due to concerns about its ESPN business and broader macroeconomic headwinds, but this significant increase in ownership by HF Advisory Group suggests the institutional investor sees substantial long-term value in the entertainment giant's diversified portfolio of media assets and intellectual property.