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Freshworks

295 hedge funds and large institutions have $3.09B invested in Freshworks in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-3
Holders Change %
-1.01%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
51
Increased
125
Reduced
85
Closed
52
Calls
$43M
Puts
$6.08M
Net Calls
+$36.9M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
251
Ameritas Advisory Services
Nebraska
$8.95K +$8.95K +600 New
RFS
252
Richardson Financial Services
Massachusetts
$7.99K
ACM
253
Accent Capital Management
Ohio
$7.84K +$7.84K +526 New
RA
254
Rise Advisors
New York
$7.53K
SCM
255
Sterling Capital Management
North Carolina
$7.34K +$4.1K +275 +127%
GI
256
GAMMA Investing
California
$6.77K -$3.13K -210 -32%
CA
257
Clearstead Advisors
Ohio
$6.62K +$164 +11 +3%
PG
258
Proffitt & Goodson
Tennessee
$5.96K
RIL
259
Rothschild Investment LLC
Illinois
$5.14K
BIG
260
Brooklyn Investment Group
New York
$5.07K +$5.07K +340 New
S
261
SignatureFD
Georgia
$4.91K -$1.25K -84 -20%
PWMG
262
Private Wealth Management Group
New Jersey
$4.15K
AAP
263
Arax Advisory Partners
Colorado
$3.77K +$854 +12 +29%
SAM
264
Smartleaf Asset Management
Massachusetts
$3.71K +$1.76K +119 +91%
BAM
265
Bellevue Asset Management
Washington
$3.43K +$775 +52 +29%
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$3.28K -$1.07K -72 -25%
IA
267
IFP Advisors
Florida
$2.46K +$2.46K +165 New
PFBT
268
Parkside Financial Bank & Trust
Missouri
$2.39K +$1.34K +90 +129%
HNB
269
Huntington National Bank
Ohio
$2.37K +$2.37K +159 New
HWP
270
Highline Wealth Partners
California
$2.25K
FFA
271
Farther Finance Advisors
California
$2.1K +$1.73K +116 +464%
PA
272
Parallel Advisors
California
$2K -$2.54K -170 -56%
WWM
273
Wolff Wiese Magana
California
$1.92K
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.91K
MSFP
275
Mark Sheptoff Financial Planning
Connecticut
$1.69K +$1.69K +113 New