We are live on ! Find out more
FIVE icon

Five Below

628 hedge funds and large institutions have $12.7B invested in Five Below in 2026 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 239 increasing their positions, 180 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 63

33% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 180

18% more capital invested

Capital invested by funds: $10.7B → $12.7B (+$1.94B)

14% more funds holding

Funds holding: 552628 (+76)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

3.08% less ownership

Funds ownership: 103.43%100.35% (-3.1%)

67% less call options, than puts

Call options by funds: $109M | Put options by funds: $335M

Holders
628
Holders Change
+76
Holders Change %
+13.77%
% of All Funds
7.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
147
Increased
239
Reduced
180
Closed
63
Calls
$109M
Puts
$335M
Net Calls
-$226M
Net Calls Change
-$313M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
326
Benjamin Edwards Inc
Missouri
$831K -$22K -105 -3%
ECM
327
Evergreen Capital Management
Washington
$826K +$319K +1,524 +73%
Lido Advisors
328
Lido Advisors
California
$816K +$212K +1,011 +40%
EWA
329
EP Wealth Advisors
California
$809K +$80.6K +385 +12%
VIM
330
Vancity Investment Management
British Columbia, Canada
$784K -$605K -2,892 -46%
MML Investors Services
331
MML Investors Services
Massachusetts
$775K -$264K -1,262 -27%
NEI
332
Northwest & Ethical Investments
Ontario, Canada
$763K +$41.4K +198 +6%
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$758K +$167K +797 +32%
HFS
334
Hantz Financial Services
Michigan
$737K +$251K +1,200 +59%
M&T Bank
335
M&T Bank
New York
$735K +$25.3K +121 +4%
EWM
336
Empirical Wealth Management
Washington
$735K +$190K +908 +39%
WA
337
Waddell & Associates
Tennessee
$730K +$380K +1,818 +132%
C
338
Certuity
Florida
$715K +$246K +1,175 +60%
CRC
339
Curi RMB Capital
Illinois
$707K +$240K +1,147 +59%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$706K +$647K +3,091 New
FPW
341
Fairvoy Private Wealth
Alabama
$695K +$637K +3,044 New
1C
342
111 Capital
France
$693K +$635K +3,033 New
V
343
ViaWealth
Kansas
$685K -$230K -1,100 -27%
OF
344
Optimize Financial
California
$677K -$206K -983 -25%
JG
345
Jain Global
New York
$677K -$23.2M -110,811 -97%
NA
346
NewEdge Advisors
Louisiana
$677K +$54.8K +262 +10%
M1FG
347
Mach-1 Financial Group
Arkansas
$674K -$395K -1,889 -39%
URS
348
Utah Retirement Systems
Utah
$663K
RIL
349
Rothschild Investment LLC
Illinois
$655K +$489K +2,339 +443%
II
350
Inspire Investing
Idaho
$654K +$599K +2,864 New