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Freshworks

297 hedge funds and large institutions have $2.85B invested in Freshworks in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 112 increasing their positions, 77 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+20
Holders Change %
+7.22%
% of All Funds
4.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
68
Increased
112
Reduced
77
Closed
46
Calls
$26.1M
Puts
$9.35M
Net Calls
+$16.7M
Net Calls Change
-$4.93M
Name Holding Trade Value Shares
Change
Shares
Change %
Optiver Holding
251
Optiver Holding
Netherlands
$16.7K +$705 +50 +4%
SS
252
SBI Securities
Japan
$16.1K +$7.96K +564 +98%
HIA
253
Harbor Investment Advisory
Maryland
$15.2K +$2.86K +203 +23%
PCC
254
Park Circle Company
Maryland
$14.1K +$14.1K +1,000 New
Jones Financial Companies
255
Jones Financial Companies
Missouri
$12.8K +$12.8K +880 New
EWA
256
EverSource Wealth Advisors
Alabama
$12K +$4.15K +294 +53%
GI
257
GAMMA Investing
California
$9.37K +$4.54K +322 +94%
TWD
258
True Wealth Design
Ohio
$9.26K +$9.09K +644 +5,367%
SSG
259
Summit Securities Group
New York
$8.78K +$8.78K +622 New
BTI
260
Blue Trust Inc
Georgia
$8.59K
SAM
261
S.A. Mason
Michigan
$8.47K +$8.47K +600 New
RFS
262
Richardson Financial Services
Massachusetts
$7.42K +$7.42K +526 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$7.35K +$7.35K +521 New
LC
264
Lindbrook Capital
California
$7.21K +$42 +3 +0.6%
RA
265
Rise Advisors
New York
$7.13K +$7.13K +505 New
WTA
266
Washington Trust Advisors
Massachusetts
$6.63K
CA
267
Clearstead Advisors
Ohio
$6.11K
S
268
SignatureFD
Georgia
$5.83K +$1.78K +126 +44%
PG
269
Proffitt & Goodson
Tennessee
$5.64K +$5.64K +400 New
RIL
270
Rothschild Investment LLC
Illinois
$4.87K +$2.54K +180 +109%
PA
271
Parallel Advisors
California
$4.29K +$2.15K +152 +100%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$4.12K +$4.12K +292 New
PWMG
273
Private Wealth Management Group
New Jersey
$3.92K
VCM
274
Versant Capital Management
Arizona
$3.43K +$296 +21 +9%
NICM
275
Neo Ivy Capital Management
New York
$3.36K +$3.36K +238 New