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Five Below
FIVE

Overview Fund Activity

407 hedge funds and large institutions have $4.22B invested in Five Below in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 157 increasing their positions, 117 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-14
Holders Change %
-3.33%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
69
Increased
157
Reduced
117
Closed
79
Calls
$305M
Puts
$162M
Net Calls
+$143M
Net Calls Change
+$48.6M

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$111M
2
American Century Companies
American Century Companies
Missouri
+$73.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$44.4M
4
CSS
Cubist Systematic Strategies
Connecticut
+$41.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$41.4M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$378M
2
SCM
Steadfast Capital Management
New York
-$124M
3
Holocene Advisors
Holocene Advisors
New York
-$99.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$87.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
CoreCap Advisors
Michigan
$6.22K +$5.25K +70 +538%
PS
352
Principal Securities
Iowa
$5.67K – – –
WBC
353
West Branch Capital
Massachusetts
$5.62K – – –
CPG
354
Cornerstone Planning Group
New Jersey
$5.19K +$593 +8 +13%
GSWM
355
Golden State Wealth Management
California
$5.02K – – –
SC
356
SouthState Corp
Florida
$4.57K +$4.57K +61 New
Mitsubishi UFJ Asset Management
357
Mitsubishi UFJ Asset Management
Japan
$4.35K – – –
CT
358
Clearstead Trust
Maine
$4.2K +$1.27K +17 +44%
CAL
359
Capital Advisors Ltd
Ohio
$4K -$755 -10 -16%
ST
360
Smithfield Trust
Pennsylvania
$4K – – –
SA
361
SRH Advisors
Kansas
$3.9K +$3.9K +52 New
Fuller & Thaler Asset Management
362
Fuller & Thaler Asset Management
California
$3.84K -$32.1M -426,084 -100%
FGA
363
Fortis Group Advisors
New Jersey
$3.75K – – –
AF
364
Advisornet Financial
Minnesota
$3.45K +$3.37K +45 +4,500%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$3.15K +$1.42K +19 +83%
GBT
366
Grove Bank & Trust
Florida
$3.15K +$3K +40 +2,000%
CTWM
367
Cherry Tree Wealth Management
Minnesota
$3.07K – – –
TWC
368
TD Waterhouse Canada
Ontario, Canada
$3.06K – – –
PC
369
Pier Capital
Connecticut
$2.47K – – –
GWSG
370
GPS Wealth Strategies Group
Colorado
$2.25K – – –
FFA
371
Farther Finance Advisors
California
$2.14K -$3.66K -48 -63%
FG
372
Fairman Group
Pennsylvania
$2.1K – – –
IA
373
IFP Advisors
Florida
$1.95K -$25.7K -343 -93%
MCM
374
MV Capital Management
Maryland
$1.87K +$1.12K +15 +150%
TWD
375
True Wealth Design
Ohio
$1.65K -$899 -12 -35%
13 14
15
16 17