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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 %
CWM
2251
Compass Wealth Management
Connecticut
$39.6K
GGI
2252
Godsey & Gibb Inc
Virginia
$39.3K -$312 -1 -0.8%
AWM
2253
AllSquare Wealth Management
New York
$37.8K
CH
2254
Canton Hathaway
Rhode Island
$37K
SL
2255
Salomon & Ludwin
Virginia
$36.5K
WPWM
2256
Western Pacific Wealth Management
Illinois
$36.2K -$44.6K -143 -55%
MSG
2257
Main Street Group
Virginia
$35.9K
DCM
2258
Davis Capital Management
Florida
$34K
NWM
2259
Navigoe Wealth Management
California
$33K
MEG
2260
Millstone Evans Group
Colorado
$32.8K
CCMI
2261
Creative Capital Management Investments
California
$31.8K
IWM
2262
Inlight Wealth Management
Georgia
$31.8K +$31.8K +102 New
MSWM
2263
Mowery & Schoenfeld Wealth Management
Illinois
$31.3K +$8.13K +26 +35%
MHIP
2264
Mountain Hill Investment Partners
New Jersey
$31.2K
BC
2265
Barrett & Company
Rhode Island
$31.2K
CWM
2266
CarsonAllaria Wealth Management
Illinois
$31.2K
BBPWM
2267
Blue Bell Private Wealth Management
Pennsylvania
$31.2K +$7.49K +24 +32%
KLWA
2268
Kelly Lawrence W & Associates
California
$31.2K +$31.2K +100 New
IRAG
2269
Investment Research & Advisory Group
Georgia
$30.3K
WOC
2270
West Oak Capital
California
$29.6K -$468 -150 -2%
NIM
2271
Nexus Investment Management
Ontario, Canada
$29.2K +$29.2K +65 New
TCM
2272
Tradewinds Capital Management
Washington
$29K +$4.37K +14 +18%
GA
2273
GoalVest Advisory
New York
$27.8K -$13.1K -42 -32%
RDFA
2274
Ritter Daniher Financial Advisory
Ohio
$27.8K
W
2275
WealthCollab
Washington
$27.5K +$7.8K +25 +40%