Oak Harvest Investment Services Trims Walt Disney Stake

Hedge fund reduces holdings in entertainment giant by over 20% in Q4

Apr. 18, 2026 at 11:43am

Got story updates? Submit your updates here. ›

A highly detailed, cinematic macro photograph of the heavy, industrial machinery and mechanisms that make up the financial infrastructure of a major media company, rendered in muted tones of steel, copper, and oil.

An extreme close-up of the inner workings of a media empire reveals the complex financial machinery powering its operations.Burbank Today

Oak Harvest Investment Services reduced its stake in The Walt Disney Company (NYSE:DIS) by 20.2% during the fourth quarter, according to a recent SEC filing. The fund now owns 34,841 shares of the entertainment conglomerate's stock, down from 43,647 shares previously.

Why it matters

This filing provides insight into the investment decisions of Oak Harvest, a prominent hedge fund, and their outlook on Disney's stock performance. Reductions in major institutional holdings can signal broader market trends or concerns about a company's future prospects.

The details

According to the 13F filing, Oak Harvest Investment Services sold 8,806 shares of Disney stock during the fourth quarter. The fund's total Disney holdings are now valued at $3,964,000. This reduction comes as Disney navigates a shifting media landscape, with its streaming service Disney+ gaining subscribers but legacy cable and theme park businesses facing pandemic-related challenges.

Oak Harvest Investment Services filed the 13F report on April 18, 2026, disclosing its Q4 2025 holdings.
The fund reduced its Disney stake by 20.2% during the fourth quarter of 2025.

The players