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Accenture

2,129 hedge funds and large institutions have $145B invested in Accenture in 2023 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 869 increasing their positions, 803 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,129
Holders Change
+21
Holders Change %
+1%
% of All Funds
33.94%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.72%
New
148
Increased
869
Reduced
803
Closed
100
Calls
$1.13B
Puts
$1.03B
Net Calls
+$108M
Net Calls Change
-$372M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
2026
SOA Wealth Advisors
New York
$42.4K -$4.91K -16 -10%
NF
2027
Norwood Financial
Pennsylvania
$38.7K
EA
2028
Evolution Advisers
Virginia
$38K -$1.22K -4 -3%
DAC
2029
Dividend Assets Capital
South Carolina
$38K
CH
2030
Canton Hathaway
Rhode Island
$37K +$37K +120 New
TSWM
2031
Tyler-Stone Wealth Management
Ohio
$35K
FWM
2032
Focused Wealth Management
New York
$33.7K -$3.07K -10 -8%
RW
2033
RVW Wealth
California
$32.9K +$32.9K +107 New
MAWCM
2034
Mine & Arao Wealth Creation & Management
California
$32.2K
BCM
2035
BluePath Capital Management
Georgia
$31.3K +$31.3K +102 New
BC
2036
Barrett & Company
Rhode Island
$30.7K
LWANC
2037
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.7K
IRAG
2038
Investment Research & Advisory Group
Georgia
$29.8K
OLVIG
2039
Oliver Lagore Vanvalin Investment Group
Michigan
$29.8K
HWA
2040
HHM Wealth Advisors
Tennessee
$29.5K
CNBTD
2041
Citizens National Bank Trust Department
Mississippi
$28.3K +$5.22K +17 +23%
LFA
2042
Legend Financial Advisors
Pennsylvania
$27.9K
MVIP
2043
Mar Vista Investment Partners
California
$27.6K
AA
2044
AlphaMark Advisors
Kentucky
$26K
TFGT
2045
TS Financial Group (TSFG)
Illinois
$26K
FCG
2046
Financial Connections Group
California
$26K
BBPWM
2047
Blue Bell Private Wealth Management
Pennsylvania
$25.8K +$2.46K +8 +11%
PMFA
2048
Plante Moran Financial Advisors
Michigan
$25.5K -$58K -189 -69%
FGAM
2049
Financial Gravity Asset Management
Texas
$24.4K -$68.7K -228 -74%
TC
2050
Tacita Capital
Ontario, Canada
$23K