We are live on ! Find out more
ACN icon

Accenture

2,361 hedge funds and large institutions have $133B invested in Accenture in 2025 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 802 increasing their positions, 1,014 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 323 | Existing positions closed: 138

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

22% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.52B

11% more capital invested

Capital invested by funds: $120B → $133B (+$13.1B)

6% more funds holding

Funds holding: 2,2212,361 (+140)

3.47% more ownership

Funds ownership: 71.41%74.88% (+3.5%)

21% less repeat investments, than reductions

Existing positions increased: 802 | Existing positions reduced: 1,014

Holders
2,361
Holders Change
+140
Holders Change %
+6.3%
% of All Funds
28.72%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.36%
New
323
Increased
802
Reduced
1,014
Closed
138
Calls
$1.86B
Puts
$1.52B
Net Calls
+$339M
Net Calls Change
+$353M
Name Holding Trade Value Shares
Change
Change in
Stake
COFSG
2001
Carbahal Olsen Financial Services Group
California
$216K +$205K +805 New
ACS
2002
Archford Capital Strategies
Illinois
$216K -$2.2M -8,658 -92%
DG
2003
Dala Group
Illinois
$215K +$204K +802 New
SFG
2004
Sunburst Financial Group
Alabama
$215K +$204K +802 New
PCA
2005
Peddock Capital Advisors
Massachusetts
$215K +$204K +802 New
CWP
2006
Core Wealth Partners
California
$215K -$22.9K -90 -10%
TIM
2007
Tortoise Investment Management
New York
$213K +$9.91K +39 +5%
TP
2008
TritonPoint Partners
Maryland
$212K +$201K +791 New
HB
2009
Horizon Bancorp
Indiana
$212K -$21.3K -84 -10%
FMTC
2010
Farmers & Merchants Trust Company
California
$212K +$201K +790 New
PGF
2011
Plan Group Financial
Oklahoma
$211K +$200K +788 New
PA
2012
Prossimo Advisors
California
$211K +$200K +787 New
RWM
2013
RKL Wealth Management
Pennsylvania
$210K +$199K +784 New
AAA
2014
American Alpha Advisors
New York
$209K -$191K -753 -49%
NEI
2015
Northwest & Ethical Investments
Ontario, Canada
$209K +$197K +775 New
CPA
2016
Capital Planning Advisors
California
$209K +$198K +778 New
TC
2017
Trilogy Capital
California
$208K +$197K +776 New
SWM
2018
Silverlake Wealth Management
Vermont
$207K +$196K +773 New
AAS
2019
Annex Advisory Services
Wisconsin
$207K +$196K +772 New
TSS
2020
Two Sigma Securities
New York
$207K -$95K -374 -33%
PFA
2021
Perryman Financial Advisory
Texas
$207K +$196K +771 New
PWP
2022
Parkwoods Wealth Partners
New York
$207K +$196K +770 New
CPG
2023
Cornerstone Planning Group
New Jersey
$206K +$168K +662 +662%
KWMG
2024
King Wealth Management Group
Florida
$205K +$194K +765 New
MUMSS
2025
Mitsubishi UFJ Morgan Stanley Securities
Japan
$205K +$194K +763 New