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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 %
BIA
376
Bell Investment Advisors
California
$1.65K -$899 -12 -35%
EB
377
Eastern Bank
Massachusetts
$1.5K – – –
HI
378
Harbour Investments
Wisconsin
$1.42K – – –
S
379
Sachetta
Massachusetts
$1.2K – – –
SS
380
SBI Securities
Japan
$1.12K +$75 +1 +7%
BGAI
381
Bruce G. Allen Investments
Colorado
$1.12K +$225 +3 +25%
Optiver Holding
382
Optiver Holding
Netherlands
$1.12K +$1.12K +15 New
MFT
383
Moisand Fitzgerald Tamayo
Florida
$1.05K – – –
BTI
384
Blue Trust Inc
Georgia
$932 +$932 +12 New
MCM
385
Manchester Capital Management
Vermont
$900 – – –
RCM
386
Raleigh Capital Management
North Carolina
$899 +$899 +12 New
VWA
387
Valued Wealth Advisors
Utah
$825 – – –
FWM
388
FSA Wealth Management
Massachusetts
$674 – – –
PWAM
389
Private Wealth Asset Management
Iowa
$674 +$674 +9 New
PWMG
390
Private Wealth Management Group
New Jersey
$600 – – –
GEA
391
Glen Eagle Advisors
New Jersey
$599 – – –
PWA
392
Provenance Wealth Advisors
Florida
$524 – – –
SO
393
Sierra Ocean
California
$524 – – –
BWM
394
Bernard Wealth Management
Michigan
$375 – – –
GFPC
395
Global Financial Private Client
Florida
$300 +$150 +2 +100%
KB
396
Kimelman & Baird
New York
$225 – – –
TIM
397
Tortoise Investment Management
New York
$150 – – –
AWM
398
Accredited Wealth Management
Kentucky
$150 +$150 +2 New
WA
399
Whipplewood Advisors
Colorado
$150 +$133 +16 +800%
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$75 – – –
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16
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