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Home Depot

3,565 hedge funds and large institutions have $250B invested in Home Depot in 2023 Q4 according to their latest regulatory filings, with 430 funds opening new positions, 1,369 increasing their positions, 1,425 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,565
Holders Change
+244
Holders Change %
+7.35%
% of All Funds
52.26%
Holding in Top 10
228
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+23.24%
% of All Funds
3.34%
New
430
Increased
1,369
Reduced
1,425
Closed
136
Calls
$4.82B
Puts
$4.63B
Net Calls
+$188M
Net Calls Change
+$551M
Name Holding Trade Value Shares
Change
Shares
Change %
SDAM
2001
Shulman DeMeo Asset Management
New York
$1.39M +$15.9K +46 +1%
HAC
2002
Harbor Advisory Corp
New Hampshire
$1.39M -$114K -330 -8%
CWM
2003
Chemistry Wealth Management
New York
$1.39M
PWM
2004
Power Wealth Management
Georgia
$1.39M +$1.39M +4,000 New
AC
2005
Aristides Capital
Kentucky
$1.39M +$1.39M +4,000 New
CCWM
2006
Correct Capital Wealth Management
Missouri
$1.38M +$1.38M +3,993 New
WIM
2007
Waycross Investment Management
Washington
$1.38M -$102K -293 -7%
AA
2008
Addison Advisors
Vermont
$1.38M +$314K +906 +30%
AIS
2009
AM Investment Strategies
Tennessee
$1.38M -$461K -1,329 -25%
CWM
2010
Cahaba Wealth Management
Georgia
$1.38M -$6.93K -20 -0.5%
NFSG
2011
Newbridge Financial Services Group
Florida
$1.38M +$176K +509 +15%
CWM
2012
C2C Wealth Management
Arizona
$1.38M -$625K -1,798 -31%
JWWM
2013
Johnson & White Wealth Management
Pennsylvania
$1.37M +$25.3K +73 +2%
SFB
2014
STAR Financial Bank
Indiana
$1.37M +$10.1K +29 +0.7%
MSFP
2015
Mark Sheptoff Financial Planning
Connecticut
$1.37M +$347 +1 +0%
PAA
2016
Peregrine Asset Advisers
Oregon
$1.36M -$26.3K -76 -2%
OFG
2017
OmniStar Financial Group
North Carolina
$1.36M +$78.7K +227 +6%
ACM
2018
AlphaStar Capital Management
North Carolina
$1.36M -$200K -577 -13%
MAM
2019
Mystic Asset Management
Rhode Island
$1.36M +$89.1K +257 +7%
LA
2020
Lifeworks Advisors
Michigan
$1.36M -$87.3K -252 -6%
C
2021
Certuity
Florida
$1.35M +$279K +805 +26%
FCM
2022
Fairbanks Capital Management
California
$1.35M +$68.3K +197 +5%
PIM
2023
Profit Investment Management
Maryland
$1.35M
LWM
2024
Lionsbridge Wealth Management
Florida
$1.35M -$2.08K -6 -0.2%
WPA
2025
Winning Points Advisors
Florida
$1.35M