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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
ST
376
Smithfield Trust
Pennsylvania
$6K – – –
CPG
377
Cornerstone Planning Group
New Jersey
$5.96K -$1.72K -18 -23%
PS
378
Principal Securities
Iowa
$5.67K +$1.24K +13 +32%
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$5.63K – – –
FGA
380
Fortis Group Advisors
New Jersey
$5.25K – – –
IHWM
381
Iron Horse Wealth Management
Iowa
$4.93K – – –
CTWM
382
Cherry Tree Wealth Management
Minnesota
$4.3K – – –
TWC
383
TD Waterhouse Canada
Ontario, Canada
$4.19K – – –
CT
384
Clearstead Trust
Maine
$4.09K – – –
CIAM
385
Caitong International Asset Management
Hong Kong
$3.99K +$3.64K +38 New
MSWA
386
Marshall & Sterling Wealth Advisors
New York
$3.67K +$3.35K +35 New
BIA
387
Bell Investment Advisors
California
$3.57K -$1.44K -15 -31%
TWD
388
True Wealth Design
Ohio
$3.57K +$3.16K +33 +3,300%
PC
389
Pier Capital
Connecticut
$3.46K – – –
GWSG
390
GPS Wealth Strategies Group
Colorado
$3.15K – – –
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$2.41K – – –
EB
392
Eastern Bank
Massachusetts
$2.1K – – –
FG
393
Fairman Group
Pennsylvania
$2.1K – – –
HI
394
Harbour Investments
Wisconsin
$1.99K -$1.24K -13 -41%
WTC
395
WhitTier Trust Company
Nevada
$1.78K – – –
S
396
Sachetta
Massachusetts
$1.68K – – –
MFT
397
Moisand Fitzgerald Tamayo
Florida
$1.47K – – –
SS
398
SBI Securities
Japan
$1.47K +$1.34K +14 New
CA
399
CoreCap Advisors
Michigan
$1.36K – – –
BGAI
400
Bruce G. Allen Investments
Colorado
$1.26K -$96 -1 -8%
14 15
16
17 18

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.