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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 %
DWM
201
Dakota Wealth Management
Florida
$267K +$267K +18,945 New
TC
202
Truvestments Capital
Florida
$244K +$244K +17,307 New
MF
203
Magnetar Financial
Illinois
$237K -$261K -18,503 -52%
FRA
204
Frank Rimerman Advisors
California
$227K
Prudential Financial
205
Prudential Financial
New Jersey
$221K +$12.3K +870 +6%
X
206
Xponance
Pennsylvania
$220K +$10.7K +758 +5%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$215K +$79.3K +5,618 +58%
CGL
208
Clarius Group LLC
Washington
$215K +$663 +47 +0.3%
JSL
209
JT Stratford LLC
Georgia
$209K -$75K -5,312 -26%
VCA
210
Verdence Capital Advisors
Maryland
$204K +$204K +14,477 New
CSP
211
Cary Street Partners
Virginia
$204K
BCM
212
Bayesian Capital Management
New York
$200K -$961K -68,100 -83%
KWM
213
Keebeck Wealth Management
Illinois
$185K +$185K +13,118 New
BCM
214
BluePointe Capital Management
California
$176K +$19.7K +1,393 +13%
PMAM
215
Picton Mahoney Asset Management
Ontario, Canada
$175K +$175K +12,389 New
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$175K +$29.4K +2,086 +20%
QCM
217
Quantinno Capital Management
New York
$174K +$174K +12,314 New
OC
218
Oppenheimer & Co
New York
$168K +$168K +11,900 New
PA
219
PharVision Advisers
Florida
$167K -$156K -11,074 -48%
American Century Companies
220
American Century Companies
Missouri
$166K -$215K -15,238 -56%
ECM
221
Everence Capital Management
Indiana
$166K
ANTB
222
AMG National Trust Bank
Colorado
$161K
CIP
223
Cornerstone Investment Partners
Georgia
$159K -$13.9K -986 -8%
PCM
224
Parsons Capital Management
Rhode Island
$156K
CIAM
225
Caitong International Asset Management
Hong Kong
$155K +$155K +11,005 New