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Accenture

2,396 hedge funds and large institutions have $148B invested in Accenture in 2025 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 914 increasing their positions, 1,029 reducing their positions, and 203 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,396
Holders Change
-93
Holders Change %
-3.74%
% of All Funds
32.55%
Holding in Top 10
64
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-38.46%
% of All Funds
0.87%
New
164
Increased
914
Reduced
1,029
Closed
203
Calls
$1.37B
Puts
$1.02B
Net Calls
+$345M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PF
1001
Prosperitas Financial
California
$2.59M +$143K +459 +6%
DWM
1002
Drive Wealth Management
Utah
$2.57M -$19.3K -62 -0.7%
MG
1003
Mather Group
Illinois
$2.57M -$123K -393 -5%
CA
1004
Cullinan Associates
Kentucky
$2.57M -$28.1K -90 -1%
SFCL
1005
Strengthening Families & Communities LLC
Massachusetts
$2.56M +$104K +335 +4%
PA
1006
PFW Advisors
Georgia
$2.56M -$16.9K -54 -0.7%
VFA
1007
Valeo Financial Advisors
Indiana
$2.56M +$48.1K +154 +2%
TBT
1008
Texas Bank & Trust
Texas
$2.55M +$10.9K +35 +0.4%
SFS
1009
Stiles Financial Services
Minnesota
$2.54M -$65.5K -210 -3%
BFPW
1010
BOK Financial Private Wealth
Colorado
$2.54M -$38.4K -123 -1%
TC
1011
Tsai Capital
New York
$2.53M +$12.5K +40 +0.5%
FBB
1012
Fulton Breakefield Broenniman
Maryland
$2.53M -$2.13M -6,815 -46%
S
1013
SimplyRich
California
$2.52M
CWM
1014
Connecticut Wealth Management
Connecticut
$2.5M -$10.3K -33 -0.4%
TWM
1015
Tradition Wealth Management
Minnesota
$2.5M -$931K -2,984 -27%
WKWM
1016
Walter & Keenan Wealth Management
Indiana
$2.49M +$59.9K +192 +2%
GIM
1017
Goelzer Investment Management
Indiana
$2.48M +$85.2K +273 +4%
DGM
1018
Delta Global Management
New York
$2.47M +$2.47M +7,913 New
PIA
1019
Petredis Investment Advisors
Pennsylvania
$2.45M +$39.6K +127 +2%
RCIM
1020
Red Cedar Investment Management
Michigan
$2.45M
CA
1021
Cache Advisors
California
$2.45M +$347K +1,113 +17%
PL
1022
Perpetual Ltd
Australia
$2.45M +$15.9K +51 +0.7%
FAM
1023
Formidable Asset Management
Ohio
$2.44M -$99.5K -319 -4%
HR
1024
Hardy Reed
Mississippi
$2.43M +$36.5K +117 +2%
TCM
1025
Telos Capital Management
California
$2.42M +$29.3K +94 +1%