We are live on ! Find out more
ACCO icon

Acco Brands

222 hedge funds and large institutions have $311M invested in Acco Brands in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $160K | Put options by funds: $15K

7% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.76% less ownership

Funds ownership: 83.54%79.78% (-3.8%)

4% less funds holding

Funds holding: 232222 (-10)

24% less capital invested

Capital invested by funds: $407M → $311M (-$96.1M)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
222
Holders Change
-10
Holders Change %
-4.31%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
75
Reduced
70
Closed
39
Calls
$160K
Puts
$15K
Net Calls
+$145K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
201
Burkett Financial Services
South Carolina
$448 +$10 +2 +2%
TWD
202
True Wealth Design
Ohio
$445 +$221 +45 +74%
NECFA
203
New England Capital Financial Advisors
Connecticut
$419
T
204
Transce3nd
Texas
$419
PFBT
205
Parkside Financial Bank & Trust
Missouri
$419 +$491 +100 New
AWM
206
AllSquare Wealth Management
New York
$394
HI
207
Harbour Investments
Wisconsin
$390
SC
208
Stephens Consulting
Michigan
$357 +$417 +85 New
CIAM
209
Caitong International Asset Management
Hong Kong
$352 +$412 +84 New
EWA
210
EverSource Wealth Advisors
Alabama
$339 +$397 +81 New
Russell Investments Group
211
Russell Investments Group
United Kingdom
$285 -$2.28K -464 -87%
EB
212
Eastern Bank
Massachusetts
$272 +$319 +65 New
SS
213
SBI Securities
Japan
$222
NA
214
NewEdge Advisors
Louisiana
$214
DJSG
215
D.J. St. Germain
Massachusetts
$130
FFA
216
Farther Finance Advisors
California
$128
MA
217
MCF Advisors
Kentucky
$126
SL
218
Salomon & Ludwin
Virginia
$105
TC
219
Truvestments Capital
Florida
$96
IWP
220
IAG Wealth Partners
Wisconsin
$75
PWA
221
Physician Wealth Advisors
Utah
$29
Wellington Management Group
222
Wellington Management Group
Massachusetts
-$11.4M -2,166,938 Closed
Assenagon Asset Management
223
Assenagon Asset Management
Luxembourg
-$3.64M -692,957 Closed
HF
224
HRT Financial
New York
-$1.61M -306,797 Closed
OSAM
225
O'Shaughnessy Asset Management
Connecticut
-$885K -168,637 Closed