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Accenture

2,035 hedge funds and large institutions have $129B invested in Accenture in 2022 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 762 increasing their positions, 755 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,035
Holders Change
+99
Holders Change %
+5.11%
% of All Funds
32.83%
Holding in Top 10
102
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.27%
% of All Funds
1.65%
New
230
Increased
762
Reduced
755
Closed
95
Calls
$1.02B
Puts
$967M
Net Calls
+$57.7M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2001
Tradewinds Capital Management
Washington
$5.6K +$4.27K +16 +320%
HWM
2002
HighMark Wealth Management
Minnesota
$5.34K
TCA
2003
Trifecta Capital Advisors
Illinois
$5.34K +$5.34K +20 New
CCC
2004
Chelsea Counsel Company
California
$5.34K +$5.34K +20 New
PFA
2005
Pathway Financial Advisers
Indiana
$5.34K +$5.34K +20 New
DF
2006
DecisionPoint Financial
Arizona
$5.34K +$5.34K +20 New
BWAM
2007
Boyd Watterson Asset Management
Ohio
$5.07K +$5.07K +19 New
CWM
2008
Cedar Wealth Management
California
$4.8K
TCM
2009
TD Capital Management
Tennessee
$4.29K +$4.29K +16 New
WR
2010
WD Rutherford
Oregon
$4.27K
YAL
2011
Your Advocates Ltd
Texas
$4K +$4K +15 New
AFS
2012
Annapolis Financial Services
Maryland
$3.74K -$6.14K -23 -62%
CFFP
2013
Center for Financial Planning
Michigan
$3.74K -$5.34K -20 -59%
TH
2014
TCTC Holdings
Texas
$3.74K
LIM
2015
Longfellow Investment Management
Massachusetts
$3.47K
ST
2016
Sageworth Trust
Pennsylvania
$3K +$3K +11 New
WWM
2017
Wolff Wiese Magana
California
$2.94K -$534 -2 -15%
GMA
2018
Glassy Mountain Advisors
Maryland
$2.67K +$2.67K +10 New
PWS
2019
Paragon Wealth Strategies
Florida
$2.46K
RA
2020
Rise Advisors
New York
$2.43K -$67.4K -250 -97%
TWD
2021
True Wealth Design
Ohio
$2.14K +$2.14K +8 New
RFS
2022
Retirement Financial Solutions
Tennessee
$1.6K +$1.6K +6 New
HWP
2023
Highline Wealth Partners
California
$1.33K
TC
2024
Truvestments Capital
Florida
$1.33K +$1.33K +5 New
WA
2025
WestEnd Advisors
North Carolina
$1.07K -$267 -1 -20%