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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 %
CA
251
Clearstead Advisors
Ohio
$7K
GI
252
GAMMA Investing
California
$5.53K +$5.53K +342 New
S
253
SignatureFD
Georgia
$4.64K -$194 -12 -4%
GM
254
GeoWealth Management
Illinois
$4.51K +$4.51K +279 New
PWMG
255
Private Wealth Management Group
New Jersey
$4.5K +$2.99K +185 +199%
VCM
256
Versant Capital Management
Arizona
$3.59K -$550 -34 -13%
SCM
257
Sterling Capital Management
North Carolina
$3.38K +$32 +2 +1%
AWM
258
Avior Wealth Management
Nebraska
$3.02K -$744 -46 -20%
BAM
259
Bellevue Asset Management
Washington
$2.88K
RIL
260
Rothschild Investment LLC
Illinois
$2.67K -$1.05K -65 -28%
PA
261
Parallel Advisors
California
$2.46K +$1.91K +118 +347%
WWM
262
Wolff Wiese Magana
California
$2.09K
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07K
SAM
264
Smartleaf Asset Management
Massachusetts
$1.49K +$304 +19 +26%
GRP
265
Global Retirement Partners
California
$1.46K
BIA
266
Bell Investment Advisors
California
$1.12K +$1.12K +69 New
HCP
267
Hexagon Capital Partners
Arkansas
$922 +$922 +57 New
SIC
268
Salem Investment Counselors
North Carolina
$793
PIM
269
Plato Investment Management
Australia
$682
AAP
270
Arax Advisory Partners
Colorado
$663 +$663 +41 New
LFG
271
Larson Financial Group
Missouri
$420 +$420 +26 New
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$404 -$233K -14,400 -100%
FFA
273
Farther Finance Advisors
California
$404
TWD
274
True Wealth Design
Ohio
$195 +$195 +12 New
IA
275
IFP Advisors
Florida
$162