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Five Below
FIVE

423 hedge funds and large institutions have $6.11B invested in Five Below in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 139 increasing their positions, 127 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

41% more call options, than puts

Call options by funds: $323M | Put options by funds: $228M

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

21% more capital invested

Capital invested by funds: $5.05B → $6.11B (+$1.07B)

5% more funds holding

Funds holding: 402 → 423 (+21)

2.09% more ownership

Funds ownership: 103.82% → 105.92% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 127

Holders
423
Holders Change
+21
Holders Change %
+5.22%
% of All Funds
5.57%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
139
Reduced
127
Closed
62
Calls
$323M
Puts
$228M
Net Calls
+$94.2M
Net Calls Change
+$45.6M

Top Buyers

1
SCM
Steadfast Capital Management
New York
+$113M
2
Marshall Wace
Marshall Wace
United Kingdom
+$103M
3
Holocene Advisors
Holocene Advisors
New York
+$88.8M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$45M
5
Man Group
Man Group
United Kingdom
+$43.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$70.3M
3
AM
Atreides Management
Massachusetts
-$68.6M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$67.8M
5
Macquarie Group
Macquarie Group
Australia
-$50.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
276
Tidal Investments
Wisconsin
$288K +$263K +2,744 New
IP
277
Isthmus Partners
Wisconsin
$281K – – –
FC
278
Farringdon Capital
United Kingdom
$278K +$253K +2,644 New
ST
279
Somerset Trust
Pennsylvania
$273K -$28.6K -299 -10%
Allianz Asset Management
280
Allianz Asset Management
Germany
$273K -$526K -5,500 -68%
V
281
ViaWealth
Kansas
$273K – – –
CCM
282
Coldstream Capital Management
Washington
$271K +$2.01K +21 +0.8%
ProShare Advisors
283
ProShare Advisors
Maryland
$270K +$16.6K +173 +7%
VI
284
Versor Investments
New York
$267K +$243K +2,544 New
CC
285
Centiva Capital
New York
$267K +$243K +2,543 New
AWM
286
AE Wealth Management
Kansas
$261K +$238K +2,489 New
A
287
AlphaQuest
New York
$257K +$208K +2,176 +786%
Corient Private Wealth
288
Corient Private Wealth
Florida
$256K +$234K +2,442 New
ECM
289
Everence Capital Management
Indiana
$249K +$227K +2,370 New
Focus Partners Wealth
290
Focus Partners Wealth
Massachusetts
$247K +$225K +2,355 New
CM
291
Caption Management
Oklahoma
$242K +$221K +2,308 New
HWM
292
HB Wealth Management
Georgia
$241K +$220K +2,295 New
BEI
293
Benjamin Edwards Inc
Missouri
$234K +$213K +2,227 New
LOAMU
294
Lombard Odier Asset Management (USA)
New York
$230K -$117K -1,227 -36%
SCM
295
Shelton Capital Management
Colorado
$227K +$207K +2,166 New
KBC Group
296
KBC Group
Belgium
$223K +$47.5K +496 +30%
WA
297
Wealth Alliance
New York
$221K +$202K +2,107 New
FCM
298
Frontier Capital Management
Massachusetts
$218K +$199K +2,080 New
MOS
299
MGO One Seven
Ohio
$215K +$196K +2,053 New
NW
300
NewEdge Wealth
Pennsylvania
$214K +$195K +2,035 New
10 11
12
13 14

FIVE Hedge Fund Activity: Q4 2024 in Review

423 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q4 2024, worth a combined $6.11B — up 21% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new FIVE positions and 62 closed out — a net gain of 27 holders — while 139 added to existing stakes and 127 trimmed.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $113M. The largest seller was T. Rowe Price Associates, cutting an estimated $112M.

  • 423 institutional investors held Five Below (FIVE) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $6.11B of Five Below stock for Q4 2024, up 21% quarter-over-quarter.
  • 89 funds opened new Five Below positions in Q4 2024 and 62 closed out, a net change of +27 holders.
  • The largest Five Below buyer in Q4 2024 was Steadfast Capital Management, an estimated $113M added.
  • The largest Five Below seller in Q4 2024 was T. Rowe Price Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.