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Accenture

2,341 hedge funds and large institutions have $133B invested in Accenture in 2025 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 797 increasing their positions, 1,010 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 2,2142,341 (+127)

3.47% more ownership

Funds ownership: 71.33%74.79% (+3.5%)

21% less repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 1,010

Holders
2,341
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.86B
Puts
$1.52B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2001
Capital Planning Advisors
California
$209K
TC
2002
Trilogy Capital
California
$208K
SWM
2003
Silverlake Wealth Management
Vermont
$207K
AAS
2004
Annex Advisory Services
Wisconsin
$207K
TSS
2005
Two Sigma Securities
New York
$207K
PFA
2006
Perryman Financial Advisory
Texas
$207K
PWP
2007
Parkwoods Wealth Partners
New York
$207K
CPG
2008
Cornerstone Planning Group
New Jersey
$206K
KWMG
2009
King Wealth Management Group
Florida
$205K
MUMSS
2010
Mitsubishi UFJ Morgan Stanley Securities
Japan
$205K
SFC
2011
Swisher Financial Concepts
Ohio
$204K
MSWM
2012
McGlone Suttner Wealth Management
Wisconsin
$204K
KFP
2013
KMG Fiduciary Partners
Ohio
$204K
SL
2014
Summitry LLC
California
$204K
DI
2015
Disciplined Investors
Texas
$203K
TM
2016
Torren Management
California
$202K
GHAM
2017
Gilman Hill Asset Management
Connecticut
$201K
BBA
2018
Braun-Bostich & Associates
Pennsylvania
$201K
WCP
2019
Wick Capital Partners
Pennsylvania
$200K
VCP
2020
Verus Capital Partners
Arizona
$200K
BFG
2021
Beacon Financial Group
Texas
$200K
OWA
2022
Opal Wealth Advisors
New York
$200K
CCM
2023
Colorado Capital Management
Colorado
$196K
OW
2024
Olistico Wealth
Oklahoma
$195K
RBC
2025
Roble Belko & Company
Pennsylvania
$195K