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Freshworks

277 hedge funds and large institutions have $3.28B invested in Freshworks in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+28
Holders Change %
+11.24%
% of All Funds
3.69%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
75
Increased
102
Reduced
69
Closed
42
Calls
$34.5M
Puts
$12.8M
Net Calls
+$21.7M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$167K +$167K +10,313 New
Royal Bank of Canada
227
Royal Bank of Canada
Ontario, Canada
$157K -$249K -15,365 -61%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$156K +$136K +8,403 +684%
Bessemer Group
229
Bessemer Group
New Jersey
$126K -$619K -38,310 -83%
KBC Group
230
KBC Group
Belgium
$123K +$45.7K +2,824 +59%
AB
231
Amalgamated Bank
New York
$114K
QL
232
Quarry LP
New York
$87.5K +$28.3K +1,750 +48%
DAM
233
Delta Asset Management
Tennessee
$82.2K
C
234
Covestor
United Kingdom
$76K +$17.6K +1,087 +30%
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$71K +$35.9K +2,223 +102%
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$64.1K +$59.8K +3,700 +1,386%
DekaBank Deutsche Girozentrale
237
DekaBank Deutsche Girozentrale
Germany
$48K
AAM
238
Advisors Asset Management
Colorado
$37.8K -$21.5K -1,328 -36%
AF
239
Allworth Financial
California
$29.9K +$2.28K +132 +8%
AW
240
Avion Wealth
Texas
$26K +$26K +1,650 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$24K +$9.08K +552 +61%
Optiver Holding
242
Optiver Holding
Netherlands
$18.3K +$5.48K +339 +43%
RS
243
R Squared
Hong Kong
$17.8K +$17.8K +1,100 New
US Bancorp
244
US Bancorp
Minnesota
$17.5K -$1.25K -77 -7%
HIA
245
Harbor Investment Advisory
Maryland
$14.1K +$14.1K +873 New
BTI
246
Blue Trust Inc
Georgia
$9.85K -$38.1K -2,355 -79%
SS
247
SBI Securities
Japan
$9.3K +$9.3K +575 New
EWA
248
EverSource Wealth Advisors
Alabama
$8.97K +$4.29K +265 +91%
LC
249
Lindbrook Capital
California
$8.21K +$5.77K +357 +236%
WTA
250
Washington Trust Advisors
Massachusetts
$7.6K