FIVE icon

Five Below

421 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, 138 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+22
Holders Change %
+5.51%
% of All Funds
5.61%
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
138
Reduced
126
Closed
61
Calls
$323M
Puts
$228M
Net Calls
+$94.2M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RS
326
R Squared
Hong Kong
$68.2K +$68.2K +650 New
EWA
327
EverSource Wealth Advisors
Alabama
$60.6K +$58.6K +558 +2,937%
HIA
328
Harbor Investment Advisory
Maryland
$55.2K
PWMG
329
Prestige Wealth Management Group
New Jersey
$55.1K -$565K -5,383 -91%
PA
330
Parallel Advisors
California
$52.5K +$28.5K +272 +119%
WSFS
331
Wilmington Savings Fund Society
Delaware
$50.5K
NA
332
NewEdge Advisors
Louisiana
$47.3K -$2.52K -24 -5%
AssetMark Inc
333
AssetMark Inc
California
$47.2K -$3.57K -34 -7%
CAS
334
Coppell Advisory Solutions
Texas
$44.6K +$26.3K +253 +144%
AIC
335
Archer Investment Corporation
Indiana
$42K
PPC
336
Park Place Capital
Alabama
$39.2K -$5.56K -53 -12%
IA
337
IFP Advisors
Florida
$38.7K -$9.66K -92 -20%
CJ
338
Caitlin John
Michigan
$37.9K +$210 +2 +0.6%
FHA
339
First Horizon Advisors
Tennessee
$36.2K
GWM
340
Geneos Wealth Management
Colorado
$35.8K -$5.25K -50 -13%
UB
341
UMB Bank
Missouri
$35.1K +$21.4K +204 +157%
BIG
342
Brooklyn Investment Group
New York
$33.8K -$2.2K -21 -6%
MG
343
Mather Group
Illinois
$33.5K -$105 -1 -0.3%
MCM
344
MAI Capital Management
Ohio
$32.3K +$32.3K +308 New
HWM
345
HighMark Wealth Management
Minnesota
$31K
CTC
346
Central Trust Company
Missouri
$25.8K
CT
347
Colonial Trust
South Carolina
$24.7K +$10.2K +97 +70%
VWM
348
Venturi Wealth Management
Texas
$22.4K +$8.82K +84 +65%
AF
349
Allworth Financial
California
$22.3K +$2.69K +29 +14%
HNB
350
Huntington National Bank
Ohio
$22K +$210 +2 +1%