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Accenture

2,333 hedge funds and large institutions have $146B invested in Accenture in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 964 increasing their positions, 946 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,333
Holders Change
-63
Holders Change %
-2.63%
% of All Funds
31.27%
Holding in Top 10
48
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-25%
% of All Funds
0.64%
New
149
Increased
964
Reduced
946
Closed
172
Calls
$1.37B
Puts
$1.48B
Net Calls
-$109M
Net Calls Change
-$454M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
1526
Outlook Wealth Advisors
Texas
$605K +$605K +2,023 New
CNBOF
1527
City National Bank of Florida
Florida
$604K +$244K +817 +68%
SIM
1528
Sentry Investment Management
Wisconsin
$603K
BC
1529
Belmont Capital
California
$602K +$179K +600 +42%
MCM
1530
Magnolia Capital Management
New York
$601K
SIA
1531
Strategic Investment Advisors
Michigan
$601K +$307K +1,036 +104%
CP
1532
Camelot Portfolios
Ohio
$598K -$3.29K -11 -0.5%
MWA
1533
Martel Wealth Advisors
Washington
$598K
TA
1534
Tectonic Advisors
Texas
$597K -$24.5K -82 -4%
KIM
1535
Kane Investment Management
California
$597K +$6.87K +23 +1%
GSEP
1536
Golden State Equity Partners
California
$595K -$59.2K -198 -9%
AAS
1537
Ameritas Advisory Services
Nebraska
$594K -$254K -850 -30%
RL
1538
Rogco LP
Oklahoma
$594K +$82.2K +275 +16%
CWM
1539
Circle Wealth Management
New Jersey
$592K -$16.4K -55 -3%
NB
1540
NBT Bank
New York
$589K -$175K -585 -23%
SIG
1541
Spinnaker Investment Group
California
$587K -$12.3K -41 -2%
LFG
1542
Larson Financial Group
Missouri
$587K +$47.5K +159 +9%
RDWM
1543
Red Door Wealth Management
Tennessee
$587K +$213K +711 +57%
NCM
1544
NCM Capital Management
New Jersey
$586K -$2.09K -7 -0.4%
BZWA
1545
Blue Zone Wealth Advisors
California
$581K -$8.97K -30 -2%
HWM
1546
Heirloom Wealth Management
Colorado
$580K
WC
1547
Waterloo Capital
Texas
$580K -$26K -87 -4%
PL
1548
Plancorp LLC
Missouri
$578K +$134K +447 +30%
RCM
1549
Raleigh Capital Management
North Carolina
$578K +$515K +1,723 +817%
IC
1550
Iconiq Capital
California
$576K -$377K -1,263 -40%