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Freshworks

299 hedge funds and large institutions have $2.89B invested in Freshworks in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $9.35M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

45% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 78

7% more funds holding

Funds holding: 279299 (+20)

3.55% less ownership

Funds ownership: 87.12%83.57% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less capital invested

Capital invested by funds: $3.28B → $2.89B (-$396M)

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.01%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
67
Increased
113
Reduced
78
Closed
46
Calls
$26.1M
Puts
$9.35M
Net Calls
+$16.7M
Net Calls Change
-$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Advisors Asset Management
Colorado
$24.4K -$10.2K -607 -26%
WTC
252
WhitTier Trust Company
Nevada
$17.7K +$21K +1,254 New
Optiver Holding
253
Optiver Holding
Netherlands
$16.7K +$837 +50 +4%
SS
254
SBI Securities
Japan
$16.1K +$9.45K +564 +98%
HIA
255
Harbor Investment Advisory
Maryland
$15.2K +$3.4K +203 +23%
PCC
256
Park Circle Company
Maryland
$14.1K +$16.8K +1,000 New
Jones Financial Companies
257
Jones Financial Companies
Missouri
$12.8K +$14.7K +880 New
EWA
258
EverSource Wealth Advisors
Alabama
$12K +$4.92K +294 +53%
GI
259
GAMMA Investing
California
$9.37K +$5.39K +322 +94%
TWD
260
True Wealth Design
Ohio
$9.26K +$10.8K +644 +5,367%
SSG
261
Summit Securities Group
New York
$8.78K +$10.4K +622 New
BTI
262
Blue Trust Inc
Georgia
$8.59K
SAM
263
S.A. Mason
Michigan
$8.47K +$10.1K +600 New
RFS
264
Richardson Financial Services
Massachusetts
$7.42K +$8.81K +526 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$7.35K +$8.73K +521 New
LC
266
Lindbrook Capital
California
$7.21K +$50 +3 +0.6%
RA
267
Rise Advisors
New York
$7.13K +$8.46K +505 New
WTA
268
Washington Trust Advisors
Massachusetts
$6.63K
CA
269
Clearstead Advisors
Ohio
$6.11K
S
270
SignatureFD
Georgia
$5.83K +$2.11K +126 +44%
PG
271
Proffitt & Goodson
Tennessee
$5.64K +$6.7K +400 New
RIL
272
Rothschild Investment LLC
Illinois
$4.87K +$3.02K +180 +109%
PA
273
Parallel Advisors
California
$4.29K +$2.55K +152 +100%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$4.12K +$4.89K +292 New
PWMG
275
Private Wealth Management Group
New Jersey
$3.92K

FRSH Hedge Fund Activity: Q1 2025 in Review

299 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q1 2025, worth a combined $2.89B — down 12% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FRSH positions and 46 closed out — a net gain of 21 holders — while 113 added to existing stakes and 78 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $57.9M. The largest seller was WFM Asia, cutting an estimated $112M.

  • 299 institutional investors held Freshworks (FRSH) as of Q1 2025, up from 279 in Q4 2024.
  • Funds reported $2.89B of Freshworks stock for Q1 2025, down 12% quarter-over-quarter.
  • 67 funds opened new Freshworks positions in Q1 2025 and 46 closed out, a net change of +21 holders.
  • The largest Freshworks buyer in Q1 2025 was Wellington Management Group, an estimated $57.9M added.
  • The largest Freshworks seller in Q1 2025 was WFM Asia, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2025.