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Five Below

458 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, 172 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.66% more ownership

Funds ownership: 102.38%107.05% (+4.7%)

7% less call options, than puts

Call options by funds: $274M | Put options by funds: $294M

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 172

Holders
458
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$274M
Puts
$294M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
301
KeyBank National Association
Ohio
$319K
A
302
AlphaQuest
New York
$316K
NEI
303
Northwest & Ethical Investments
Ontario, Canada
$313K
BEI
304
Benjamin Edwards Inc
Missouri
$293K
ECM
305
Everence Capital Management
Indiana
$285K
DT
306
Diversified Trust
Tennessee
$277K
EWA
307
EP Wealth Advisors
California
$263K
QC
308
Quadrature Capital
United Kingdom
$258K
SCM
309
Shelton Capital Management
Colorado
$256K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$255K
GT
311
Greenleaf Trust
Michigan
$254K
CCM
312
Coldstream Capital Management
Washington
$254K
HR
313
Hardy Reed
Mississippi
$252K
EF
314
Empowered Funds
Pennsylvania
$243K
PAG
315
Private Advisor Group
New Jersey
$243K
RC
316
Rexford Capital
Texas
$242K
CA
317
CoreCap Advisors
Michigan
$241K
GFWA
318
Grey Fox Wealth Advisors
Delaware
$241K
BAAM
319
Baker Avenue Asset Management
California
$240K
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$239K
FPAS
321
Focus Partners Advisor Solutions
Missouri
$239K
CAM
322
Claret Asset Management
Quebec, Canada
$234K
BP
323
Ballentine Partners
Massachusetts
$233K
LCM
324
Laurion Capital Management
New York
$233K
VWM
325
Venturi Wealth Management
Texas
$233K