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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 %
GWM
2001
GK Wealth Management
Nevada
$242K -$69.6K -223 -22%
EB
2002
Exchange Bank
California
$242K +$12.5K +40 +5%
BWP
2003
Burling Wealth Partners
Illinois
$241K -$103K -329 -30%
VCM
2004
Vivaldi Capital Management
Illinois
$241K -$2.81K -9 -1%
LWM
2005
Lyell Wealth Management
California
$241K +$56.8K +182 +31%
CA
2006
Crumly & Associates
Illinois
$241K +$241K +772 New
WSC
2007
Wellington Shields & Co
New York
$241K +$115K +369 +92%
GWSG
2008
GPS Wealth Strategies Group
Colorado
$240K
OW
2009
Olistico Wealth
Oklahoma
$240K
GA
2010
Greenspring Advisors
Maryland
$240K
BBNA
2011
Bremer Bank National Association
Minnesota
$240K -$19.3K -62 -7%
PWP
2012
Parkwoods Wealth Partners
New York
$239K
GAG
2013
Goodman Advisory Group
Massachusetts
$239K +$239K +767 New
EWS
2014
Evergreen Wealth Solutions
Pennsylvania
$239K -$63K -202 -21%
DCA
2015
DSG Capital Advisors
Minnesota
$239K
DA
2016
Drake & Associates
Wisconsin
$239K
TF
2017
Trek Financial
Arizona
$238K -$88.9K -285 -27%
S
2018
Sunpointe
Missouri
$238K -$35.6K -114 -13%
PSB
2019
Piscataqua Savings Bank
New Hampshire
$236K -$2.18K -7 -0.9%
DI
2020
Disciplined Investors
Texas
$235K
HP
2021
Hilltop Partners
Indiana
$235K
GCP
2022
Gill Capital Partners
Colorado
$235K +$31.2K +100 +15%
LCM
2023
LCM Capital Management
Illinois
$234K +$7.18K +23 +3%
HWA
2024
HCR Wealth Advisors
California
$233K -$1.87K -6 -0.8%
CWP
2025
CFM Wealth Partners
Texas
$232K -$6.55K -21 -3%