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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
AF
351
Allworth Financial
California
$22.3K +$2.77K +29 +14%
HNB
352
Huntington National Bank
Ohio
$22K +$191 +2 +1%
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$21K +$7.65K +80 +67%
LFA
354
LGT Financial Advisors
Texas
$20.5K – – –
GRP
355
Global Retirement Partners
California
$19.5K -$96 -1 -0.5%
RA
356
Rise Advisors
New York
$16.1K – – –
RI
357
Ridgewood Investments
New Jersey
$16K – – –
LI
358
LRI Investments
Florida
$15.5K – – –
WT
359
Whittier Trust
California
$15.2K -$13.6K -142 -49%
Bessemer Group
360
Bessemer Group
New Jersey
$15K +$8.13K +85 +147%
Jones Financial Companies
361
Jones Financial Companies
Missouri
$14.5K +$5.26K +55 +66%
EIM
362
Essex Investment Management
Massachusetts
$14.4K -$18.2K -190 -58%
SPIA
363
Steward Partners Investment Advisory
New York
$13.2K +$2.1K +22 +21%
C
364
Covestor
United Kingdom
$13K +$5.64K +59 +98%
NFSG
365
Newbridge Financial Services Group
Florida
$10.5K – – –
Nomura Asset Management
366
Nomura Asset Management
Japan
$10.5K – – –
ASN
367
Advisory Services Network
Georgia
$9.51K – – –
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
$7.98K -$1.44K -15 -16%
FFA
369
Farther Finance Advisors
California
$7.97K +$2.39K +25 +49%
WBC
370
West Branch Capital
Massachusetts
$7.87K – – –
AG
371
AmeriFlex Group
Nevada
$7.69K +$7.84K +82 New
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$7.66K +$287 +3 +4%
GSWM
373
Golden State Wealth Management
California
$7.03K +$6.41K +67 New
CAL
374
Capital Advisors Ltd
Ohio
$7K – – –
CFGS
375
Concourse Financial Group Securities
Alabama
$6.68K -$2.58K -27 -27%
13 14
15
16 17

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.