We are live on ! Find out more
FIVE icon

Five Below

410 hedge funds and large institutions have $4.27B invested in Five Below in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 159 increasing their positions, 119 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $305M | Put options by funds: $162M

34% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 119

2.17% less ownership

Funds ownership: 105.92%103.75% (-2.2%)

3% less funds holding

Funds holding: 424410 (-14)

16% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 80

30% less capital invested

Capital invested by funds: $6.11B → $4.27B (-$1.84B)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
5.5%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
67
Increased
159
Reduced
119
Closed
80
Calls
$305M
Puts
$162M
Net Calls
+$143M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
376
MV Capital Management
Maryland
$1.87K +$1.32K +15 +150%
BIA
377
Bell Investment Advisors
California
$1.65K -$1.05K -12 -35%
TWD
378
True Wealth Design
Ohio
$1.65K -$1.05K -12 -35%
EB
379
Eastern Bank
Massachusetts
$1.5K
HI
380
Harbour Investments
Wisconsin
$1.42K
S
381
Sachetta
Massachusetts
$1.2K
SS
382
SBI Securities
Japan
$1.12K +$88 +1 +7%
BGAI
383
Bruce G. Allen Investments
Colorado
$1.12K +$264 +3 +25%
Optiver Holding
384
Optiver Holding
Netherlands
$1.12K +$1.32K +15 New
MFT
385
Moisand Fitzgerald Tamayo
Florida
$1.05K
BTI
386
Blue Trust Inc
Georgia
$932 +$1.05K +12 New
MCM
387
Manchester Capital Management
Vermont
$900
RCM
388
Raleigh Capital Management
North Carolina
$899 +$1.05K +12 New
VWA
389
Valued Wealth Advisors
Utah
$825
FWM
390
FSA Wealth Management
Massachusetts
$674
PWAM
391
Private Wealth Asset Management
Iowa
$674 +$791 +9 New
PWMG
392
Private Wealth Management Group
New Jersey
$600
GEA
393
Glen Eagle Advisors
New Jersey
$599
PWA
394
Provenance Wealth Advisors
Florida
$524
SO
395
Sierra Ocean
California
$524
BWM
396
Bernard Wealth Management
Michigan
$375
RWML
397
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$300
GFPC
398
Global Financial Private Client
Florida
$300 +$176 +2 +100%
KB
399
Kimelman & Baird
New York
$225
TIM
400
Tortoise Investment Management
New York
$150

FIVE Hedge Fund Activity: Q1 2025 in Review

410 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q1 2025, worth a combined $4.27B — down 30% from $6.11B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of FIVE and 67 opened new positions — a net loss of 13 holders — while 119 trimmed existing stakes and 159 added.

The largest buyer was Federated Hermes, adding an estimated $130M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $378M sold.

  • 410 institutional investors held Five Below (FIVE) as of Q1 2025, down from 424 in Q4 2024.
  • Funds reported $4.27B of Five Below stock for Q1 2025, down 30% quarter-over-quarter.
  • 67 funds opened new Five Below positions in Q1 2025 and 80 closed out, a net change of -13 holders.
  • The largest Five Below buyer in Q1 2025 was Federated Hermes, an estimated $130M added.
  • The largest Five Below seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $378M sold.

Based on aggregated 13F filings for Q1 2025.