FRSH icon

Freshworks

232 hedge funds and large institutions have $2.34B invested in Freshworks in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 67 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-15
Holders Change %
-6.07%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
39
Increased
97
Reduced
67
Closed
53
Calls
$16.8M
Puts
$8.98M
Net Calls
+$7.78M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
201
Advisors Asset Management
Colorado
$47.7K +$9.96K +785 +26%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$43K +$36.4K +2,878 +555%
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$39K -$35.6K -2,814 -48%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$26.7K +$5.01K +395 +23%
C
205
Covestor
United Kingdom
$24K +$9.23K +729 +63%
AWM
206
Avior Wealth Management
Nebraska
$20.9K +$11.7K +919 +126%
Comerica Bank
207
Comerica Bank
Texas
$14.3K -$612K -48,226 -98%
SWS
208
SYSTM Wealth Solutions
Illinois
$10.1K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$9.94K -$140 -11 -1%
Optiver Holding
210
Optiver Holding
Netherlands
$7.49K +$7.49K +590 New
MIFH
211
Migdal Insurance & Financial Holdings
Israel
$7K -$3.01K -220 -30%
PWMG
212
Private Wealth Management Group
New Jersey
$6K +$2.93K +231 +95%
WTA
213
Washington Trust Advisors
Massachusetts
$5.97K -$1.88K -148 -24%
CA
214
Clearstead Advisors
Ohio
$5.5K +$5.5K +433 New
CI Investments Inc
215
CI Investments Inc
Ontario, Canada
$4K -$185 -15 -4%
EL
216
EMFO LLC
Florida
$3.9K
EWA
217
EverSource Wealth Advisors
Alabama
$3.24K +$2.98K +238 +1,133%
SAM
218
Smartleaf Asset Management
Massachusetts
$2.98K +$2.46K +194 +473%
BTI
219
Blue Trust Inc
Georgia
$2.59K +$2.59K +142 New
BAM
220
Bellevue Asset Management
Washington
$2.26K +$381 +30 +20%
MG
221
Mather Group
Illinois
$2.01K +$2.01K +110 New
VCM
222
Versant Capital Management
Arizona
$1.92K +$317 +25 +20%
US Bancorp
223
US Bancorp
Minnesota
$1.18K -$959K -75,559 -100%
GRP
224
Global Retirement Partners
California
$1.14K
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$1.05K +$1.05K +83 New