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Accenture

2,097 hedge funds and large institutions have $196B invested in Accenture in 2021 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 750 increasing their positions, 758 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,097
Holders Change
+185
Holders Change %
+9.68%
% of All Funds
32.39%
Holding in Top 10
205
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+39.46%
% of All Funds
3.17%
New
306
Increased
750
Reduced
758
Closed
91
Calls
$1.28B
Puts
$1.75B
Net Calls
-$469M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
2001
Solstein Capital
California
$53K
ICM
2002
Islay Capital Management
Texas
$52K
ARMC
2003
American Research & Management Company
Massachusetts
$51K
AHIA
2004
Andrew Hill Investment Advisors
Florida
$51K +$51K +125 New
FWM
2005
Focused Wealth Management
New York
$49K
HDIM
2006
Hanson & Doremus Investment Management
Vermont
$48K +$41.4K +100 +625%
TSWM
2007
Tyler-Stone Wealth Management
Ohio
$48K +$48K +116 New
RPCONE
2008
Retirement Planning Company of New England
Rhode Island
$47K +$47K +115 New
FPWM
2009
FSB Premier Wealth Management
Iowa
$46K +$46K +111 New
WFS
2010
Widmann Financial Services
Maryland
$45K +$45K +109 New
SWM
2011
Sugarloaf Wealth Management
Georgia
$43K
HF
2012
Halpern Financial
Virginia
$41.5K +$41.5K +100 New
MAWCM
2013
Mine & Arao Wealth Creation & Management
California
$41K
DAC
2014
Dividend Assets Capital
South Carolina
$41K
LWANC
2015
Laurel Wealth Advisors (North Carolina)
North Carolina
$41K
IRAG
2016
Investment Research & Advisory Group
Georgia
$40K +$21.4K +52 +116%
CA
2017
Crewe Advisors
Utah
$39K -$12.6K -30 -24%
DWA
2018
Delos Wealth Advisors
Texas
$39K +$39K +94 New
BBPWM
2019
Blue Bell Private Wealth Management
Pennsylvania
$37K +$37K +89 New
AA
2020
AlphaMark Advisors
Kentucky
$36K
RAM
2021
Riggs Asset Management
Pennsylvania
$36K
TCM
2022
Tradewinds Capital Management
Washington
$36K
FCG
2023
Financial Connections Group
California
$35K +$35K +85 New
SFPG
2024
Stonebridge Financial Planning Group
Florida
$34K
VNA
2025
Valley National Advisers
Pennsylvania
$32K