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Accenture

2,108 hedge funds and large institutions have $147B invested in Accenture in 2023 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 897 increasing their positions, 747 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,108
Holders Change
+52
Holders Change %
+2.53%
% of All Funds
33.24%
Holding in Top 10
110
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.33%
% of All Funds
1.73%
New
173
Increased
897
Reduced
747
Closed
101
Calls
$1.43B
Puts
$947M
Net Calls
+$480M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
2001
SOA Wealth Advisors
New York
$47.5K -$2.16K -7 -4%
IUHSA
2002
Itau Unibanco Holding S.A.
Brazil
$46.6K +$46.6K +151 New
ACM
2003
Antonetti Capital Management
Florida
$46.3K
EWM
2004
Endurance Wealth Management
Rhode Island
$46K
FGAM
2005
Financial Gravity Asset Management
Texas
$45.9K +$3.41K +23 +8%
SWA
2006
Sutton Wealth Advisors
Florida
$44.4K
QL
2007
Quarry LP
New York
$44.1K -$50K -162 -53%
OAJ
2008
Ogorek Anthony Joseph
New York
$43K
EA
2009
Evolution Advisers
Virginia
$39K +$1.21K +4 +3%
DAC
2010
Dividend Assets Capital
South Carolina
$39K +$7.8K +25 +25%
NF
2011
Norwood Financial
Pennsylvania
$38.9K
VNA
2012
Valley National Advisers
Pennsylvania
$37K +$1.56K +5 +4%
FWM
2013
Focused Wealth Management
New York
$36.9K
TSWM
2014
Tyler-Stone Wealth Management
Ohio
$35K +$35K +113 New
CA
2015
Crewe Advisors
Utah
$34.3K -$105K -340 -75%
MAWCM
2016
Mine & Arao Wealth Creation & Management
California
$32.4K
GM
2017
GeoWealth Management
Illinois
$32K -$1.85K -6 -5%
BC
2018
Barrett & Company
Rhode Island
$30.9K
LWANC
2019
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.9K
SIS
2020
Strategic Investment Solutions
Illinois
$30.2K
IRAG
2021
Investment Research & Advisory Group
Georgia
$29.9K
OLVIG
2022
Oliver Lagore Vanvalin Investment Group
Michigan
$29.9K
HWA
2023
HHM Wealth Advisors
Tennessee
$29.6K -$20.1K -65 -40%
LFA
2024
Legend Financial Advisors
Pennsylvania
$28.1K
MVIP
2025
Mar Vista Investment Partners
California
$28K