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720 hedge funds and large institutions have $16.3B invested in F5 in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 257 increasing their positions, 231 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more call options, than puts

Call options by funds: $80.1M | Put options by funds: $64.3M

11% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 231

8% more capital invested

Capital invested by funds: $15.2B → $16.3B (+$1.17B)

7% more funds holding

Funds holding: 673720 (+47)

2.15% less ownership

Funds ownership: 102.32%100.16% (-2.2%)

Holders
720
Holders Change
+47
Holders Change %
+6.98%
% of All Funds
8.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
127
Increased
257
Reduced
231
Closed
66
Calls
$80.1M
Puts
$64.3M
Net Calls
+$15.8M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
651
Cedar Mountain Advisors
Oregon
$5.5K +$5.27K +19 New
JWM
652
JPL Wealth Management
Colorado
$5.21K +$4.99K +18 New
GWM
653
Geneos Wealth Management
Colorado
$5.21K
IWS
654
Intentional Wealth Strategies
Colorado
$5.21K +$4.99K +18 New
LI
655
LRI Investments
Florida
$5.21K +$4.99K +18 New
UFPG
656
United Financial Planning Group
New York
$4.92K +$4.71K +17 New
IAS
657
IMA Advisory Services
Colorado
$4.92K -$555 -2 -11%
CCM
658
Chilton Capital Management
Texas
$4.63K -$4.71K -17 -52%
GBT
659
Grove Bank & Trust
Florida
$4.63K
EC
660
Elequin Capital
New York
$4.63K +$4.44K +16 New
DIP
661
DT Investment Partners
Pennsylvania
$4.05K
RF
662
Rossby Financial
Florida
$3.84K +$1.94K +7 +117%
TFA
663
Transamerica Financial Advisors
Florida
$3.76K +$2.22K +8 +160%
DPW
664
DiNuzzo Private Wealth
Pennsylvania
$3.47K
MCM
665
MV Capital Management
Maryland
$3.47K
DWM
666
Dogwood Wealth Management
Kansas
$3.47K +$3.33K +12 New
WIM
667
Westside Investment Management
California
$3.18K
WAG
668
Wilkerson Advisory Group
Missouri
$3.18K +$555 +2 +22%
JFA
669
JNBA Financial Advisors
Minnesota
$3.18K +$3.05K +11 New
HFM
670
Harvest Fund Management
China
$3K +$2.5K +9 New
SC
671
SouthState Corp
Florida
$2.89K
TBFA
672
Three Bearings Fiduciary Advisors
New Hampshire
$2.89K
RWM
673
Rialto Wealth Management
New York
$2.89K +$1.94K +7 +233%
BHWM
674
Bay Harbor Wealth Management
Maryland
$2.89K +$555 +2 +25%
RCM
675
Raleigh Capital Management
North Carolina
$2.89K +$2.77K +10 New