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Five Below
FIVE

Overview Fund Activity

456 hedge funds and large institutions have $7.73B invested in Five Below in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 128 increasing their positions, 171 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+49
Holders Change %
+12.04%
% of All Funds
6.12%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
110
Increased
128
Reduced
171
Closed
55
Calls
$274M
Puts
$294M
Net Calls
-$20.3M
Net Calls Change
-$163M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$378M
2
UBS Group
UBS Group
Switzerland
$215M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$167M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$289M
5
ACM
Anomaly Capital Management
New York
$113M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$161M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.21M
3
AllianceBernstein
AllianceBernstein
Tennessee
$9.33M
4
WA
Wasatch Advisors
Utah
$214M
5
CSS
Cubist Systematic Strategies
Connecticut
$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
276
Knollwood Investment Advisory
Maryland
$430K – – –
CL
277
Choreo LLC
Illinois
$426K +$426K +3,244 New
GIA
278
Gateway Investment Advisers
Ohio
$418K -$3.15K -24 -0.7%
CGH
279
Crossmark Global Holdings
Texas
$415K -$16.4K -125 -4%
SC
280
Syon Capital
California
$413K +$413K +3,148 New
TRCT
281
Tower Research Capital (TRC)
New York
$403K +$33.5K +255 +9%
OWP
282
Obermeyer Wealth Partners
Colorado
$398K +$398K +3,036 New
PAS
283
Park Avenue Securities
New York
$393K +$393K +2,998 New
AWA
284
Aaron Wealth Advisors
Illinois
$388K +$388K +2,955 New
KCP
285
Kera Capital Partners
California
$384K +$384K +2,930 New
URS
286
Utah Retirement Systems
Utah
$380K – – –
HWM
287
HB Wealth Management
Georgia
$367K +$367K +2,797 New
SRL
288
Scientech Research LLC
New Jersey
$366K +$366K +2,787 New
MFG
289
Merit Financial Group
Georgia
$364K -$536K -4,084 -60%
BCM
290
Buckhead Capital Management
Georgia
$363K – – –
IP
291
Isthmus Partners
Wisconsin
$351K – – –
VFA
292
Voya Financial Advisors
Connecticut
$348K +$348K +2,667 New
MSRPS
293
Maryland State Retirement & Pension System
Maryland
$333K +$333K +2,540 New
Envestnet Portfolio Solutions
294
Envestnet Portfolio Solutions
Illinois
$328K -$106K -808 -24%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$327K -$138K -1,051 -30%
WA
296
Wealth Alliance
New York
$326K +$326K +2,488 New
BJL
297
Brighton Jones LLC
Washington
$323K +$323K +2,466 New
VCM
298
Voleon Capital Management
California
$320K +$320K +2,442 New
ProShare Advisors
299
ProShare Advisors
Maryland
$320K +$320K +2,441 New
KeyBank National Association
300
KeyBank National Association
Ohio
$319K +$319K +2,432 New
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