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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 %
TAM
1826
Tocqueville Asset Management
New York
$347K +$65.5K +210 +23%
FA
1827
Fermata Advisors
California
$346K -$131K -419 -27%
WA
1828
Wambolt & Associates
Colorado
$346K -$116K -370 -25%
CRWM
1829
Castle Rock Wealth Management
California
$345K +$2.82K +9 +0.8%
BSB
1830
Bangor Savings Bank
Maine
$344K
AFT
1831
Alpha Family Trust
California
$343K
FMTC
1832
Farmers & Merchants Trust Company
California
$343K -$24.3K -78 -7%
IF
1833
Intrua Financial
Texas
$342K -$23.7K -76 -6%
WP
1834
Westmount Partners
California
$342K +$31.2K +100 +10%
FOA
1835
Five Oceans Advisors
California
$341K -$936 -3 -0.3%
PAG
1836
Paladin Advisory Group
Iowa
$340K
PWW
1837
Pettyjohn Wood & White
Virginia
$340K -$1.56K -5 -0.5%
KFP
1838
Keystone Financial Planning
Ohio
$338K
SPW
1839
Sonoma Private Wealth
California
$338K +$338K +1,084 New
CFGW
1840
Chancellor Financial Group WB
Pennsylvania
$338K
MWM
1841
MGB Wealth Management
Texas
$334K +$12.8K +42 +4%
TBC
1842
Ted Buchan & Co
California
$334K
AIA
1843
AssuredPartners Investment Advisors
Florida
$332K +$7.8K +25 +2%
WMA
1844
West Michigan Advisors
Michigan
$332K -$142K -455 -30%
BHBT
1845
Burke & Herbert Bank & Trust
Virginia
$332K -$181K -580 -35%
USWIA
1846
UP Strategic Wealth Investment Advisors
Pennsylvania
$330K +$63.7K +204 +24%
PW
1847
Potentia Wealth
California
$327K
MPM
1848
MBB Public Markets
Illinois
$326K +$326K +1,046 New
EBA
1849
Eagle Bay Advisors
New York
$326K -$2.5K -8 -0.8%
SGI
1850
Summit Global Investments
Utah
$326K -$1.46M -4,691 -82%