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Five Below

456 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, 171 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+49
Holders Change %
+12.04%
% of All Funds
6.12%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
110
Increased
128
Reduced
171
Closed
55
Calls
$274M
Puts
$294M
Net Calls
-$20.3M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
376
Bessemer Group
New Jersey
$23K -$42.6K -322 -65%
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$22K -$2.77K -21 -11%
CAL
378
Capital Advisors Ltd
Ohio
$22K +$14.9K +112 +211%
VSQM
379
V-Square Quantitative Management
Illinois
$21.1K +$21.1K +161 New
RI
380
Ridgewood Investments
New Jersey
$19.9K
CT
381
Colonial Trust
South Carolina
$18.1K
EIM
382
Essex Investment Management
Massachusetts
$18K
RA
383
Rise Advisors
New York
$17.7K
AssetMark Inc
384
AssetMark Inc
California
$17.2K -$7.21K -55 -30%
C
385
Covestor
United Kingdom
$16K +$260 +2 +2%
GM
386
GeoWealth Management
Illinois
$15.3K +$15.3K +117 New
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$14.5K -$43.3K -329 -75%
SPIA
388
Steward Partners Investment Advisory
New York
$14.2K -$2.48K -19 -15%
NFSG
389
Newbridge Financial Services Group
Florida
$13.1K
WT
390
Whittier Trust
California
$11.5K -$1.18K -9 -9%
WTC
391
WhitTier Trust Company
Nevada
$11K +$11K +84 New
LI
392
LRI Investments
Florida
$10.2K -$9.18K -70 -47%
WBC
393
West Branch Capital
Massachusetts
$9.84K
CIAM
394
Caitong International Asset Management
Hong Kong
$9.31K -$50.4K -384 -84%
GSWM
395
Golden State Wealth Management
California
$8.79K
TWC
396
TD Waterhouse Canada
Ontario, Canada
$8.65K +$3.33K +25 +63%
CPG
397
Cornerstone Planning Group
New Jersey
$8.42K -$1.09K -8 -11%
LFG
398
Larson Financial Group
Missouri
$8.26K -$18.2K -139 -69%
FFA
399
Farther Finance Advisors
California
$8.25K +$4.59K +35 +125%
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$8K -$5.51K -42 -41%