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Five Below

458 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, 172 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.66% more ownership

Funds ownership: 102.38%107.05% (+4.7%)

7% less call options, than puts

Call options by funds: $274M | Put options by funds: $294M

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 172

Holders
458
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$274M
Puts
$294M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
376
Central Trust Company
Missouri
$26K
Bessemer Group
377
Bessemer Group
New Jersey
$23K
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$22K
CAL
379
Capital Advisors Ltd
Ohio
$22K
VSQM
380
V-Square Quantitative Management
Illinois
$21.1K
RI
381
Ridgewood Investments
New Jersey
$19.9K
CT
382
Colonial Trust
South Carolina
$18.1K
EIM
383
Essex Investment Management
Massachusetts
$18K
RA
384
Rise Advisors
New York
$17.7K
AssetMark Inc
385
AssetMark Inc
California
$17.2K
C
386
Covestor
United Kingdom
$16K
GM
387
GeoWealth Management
Illinois
$15.3K
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$14.5K
SPIA
389
Steward Partners Investment Advisory
New York
$14.2K
NFSG
390
Newbridge Financial Services Group
Florida
$13.1K
WT
391
Whittier Trust
California
$11.5K
WTC
392
WhitTier Trust Company
Nevada
$11K
LI
393
LRI Investments
Florida
$10.2K
WBC
394
West Branch Capital
Massachusetts
$9.84K
CAWM
395
Capital A Wealth Management
Pennsylvania
$9.8K
CIAM
396
Caitong International Asset Management
Hong Kong
$9.31K
GSWM
397
Golden State Wealth Management
California
$8.79K
TWC
398
TD Waterhouse Canada
Ontario, Canada
$8.65K
CPG
399
Cornerstone Planning Group
New Jersey
$8.42K
LFG
400
Larson Financial Group
Missouri
$8.26K