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Home Depot

3,659 hedge funds and large institutions have $269B invested in Home Depot in 2024 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 1,498 increasing their positions, 1,531 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 109

8% more capital invested

Capital invested by funds: $250B → $269B (+$19.3B)

2% more funds holding in top 10

Funds holding in top 10: 229234 (+5)

2% more funds holding

Funds holding: 3,5883,659 (+71)

9% more call options, than puts

Call options by funds: $4.11B | Put options by funds: $3.77B

2% less repeat investments, than reductions

Existing positions increased: 1,498 | Existing positions reduced: 1,531

1.51% less ownership

Funds ownership: 72.57%71.07% (-1.5%)

Holders
3,659
Holders Change
+71
Holders Change %
+1.98%
% of All Funds
52.7%
Holding in Top 10
234
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.18%
% of All Funds
3.37%
New
233
Increased
1,498
Reduced
1,531
Closed
109
Calls
$4.11B
Puts
$3.77B
Net Calls
+$341M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
2751
Fortis Capital Advisors
Kansas
$606K +$115K +314 +25%
SFA
2752
Source Financial Advisors
New York
$605K +$5.84K +16 +1%
FI
2753
FIDELIS iM
Oregon
$605K +$2.92K +8 +0.5%
Legacy Financial Group (Iowa)
2754
Legacy Financial Group (Iowa)
Iowa
$604K +$576K +1,576 New
HC
2755
Hara Capital
Washington
$604K
LFP
2756
Lakeshore Financial Planning
Michigan
$603K +$12.4K +34 +2%
QFA
2757
Quantum Financial Advisors
California
$602K -$5.48K -15 -0.9%
HFS
2758
Heritage Financial Services
Massachusetts
$600K +$32.1K +88 +6%
CCG
2759
Coastwise Capital Group
California
$600K +$1.83K +5 +0.3%
TI
2760
Truepoint Inc
Ohio
$598K -$389K -1,064 -41%
EDRIA
2761
Edmonds Duncan Registered Investment Advisors
Kansas
$598K -$18.3K -50 -3%
CWA
2762
Clarus Wealth Advisors
Arizona
$597K +$622K +1,703 New
WBCM
2763
Wilson & Boucher Capital Management
California
$597K +$38.4K +105 +7%
VAF
2764
Values Added Financial
District of Columbia
$594K
TAM
2765
Titleist Asset Management
Texas
$594K +$58.8K +161 +12%
PIAS
2766
PCA Investment Advisory Services
Ohio
$593K +$4.02K +11 +0.7%
BAM
2767
Bellevue Asset Management
Washington
$593K +$365 +1 +0.1%
PBF
2768
Petix & Botte Financial
California
$591K -$563K -1,540 -50%
D
2769
Dentgroup
Louisiana
$591K -$12.1K -33 -2%
V
2770
VeraBank
Texas
$590K -$1.46K -4 -0.3%
SMWM
2771
Silvia McColl Wealth Management
California
$590K +$32.5K +89 +6%
BFAG
2772
Blackston Financial Advisory Group
Florida
$589K -$108K -295 -16%
RRWA
2773
Rainey & Randall Wealth Advisors
Florida
$589K +$2.19K +6 +0.4%
MFC
2774
Morris Financial Concepts
South Carolina
$589K -$3.29K -9 -0.6%
SP
2775
Stablepoint Partners
Massachusetts
$588K +$116K +318 +26%

HD Hedge Fund Activity: Q1 2024 in Review

3,659 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2024, worth a combined $269B — up 7.7% from $250B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new HD positions and 109 closed out — a net gain of 124 holders — while 1,498 added to existing stakes and 1,531 trimmed.

The largest buyer was State Street, adding an estimated $1.06B. The largest seller was Morgan Stanley, cutting an estimated $6.81B.

  • 3,659 institutional investors held Home Depot (HD) as of Q1 2024, up from 3,588 in Q4 2023.
  • Funds reported $269B of Home Depot stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 233 funds opened new Home Depot positions in Q1 2024 and 109 closed out, a net change of +124 holders.
  • The largest Home Depot buyer in Q1 2024 was State Street, an estimated $1.06B added.
  • The largest Home Depot seller in Q1 2024 was Morgan Stanley, an estimated $6.81B sold.

Based on aggregated 13F filings for Q1 2024.