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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
MCM
401
Manchester Capital Management
Vermont
$1.26K – – –
QC
402
Quent Capital
New York
$1.16K – – –
VWA
403
Valued Wealth Advisors
Utah
$1.16K – – –
MCM
404
MV Capital Management
Maryland
$1.05K +$96 +1 +11%
HWM
405
Hemington Wealth Management
Virginia
$1K +$1.44K +15 +1,500%
FWM
406
FSA Wealth Management
Massachusetts
$945 – – –
GEA
407
Glen Eagle Advisors
New Jersey
$840 – – –
PWMG
408
Private Wealth Management Group
New Jersey
$840 – – –
PWA
409
Provenance Wealth Advisors
Florida
$735 – – –
SO
410
Sierra Ocean
California
$735 +$670 +7 New
CFO
411
CVA Family Office
Colorado
$630 – – –
BWM
412
Bernard Wealth Management
Michigan
$525 +$478 +5 New
SC
413
Swan Capital
Florida
$525 +$478 +5 New
KB
414
Kimelman & Baird
New York
$315 – – –
TPW
415
Talon Private Wealth
Florida
$315 – – –
JWA
416
JFS Wealth Advisors
Pennsylvania
$210 – – –
TIM
417
Tortoise Investment Management
New York
$210 – – –
GFPC
418
Global Financial Private Client
Florida
$210 +$191 +2 New
GBT
419
Grove Bank & Trust
Florida
$210 +$191 +2 New
WA
420
Whipplewood Advisors
Colorado
$210 +$191 +2 New
AF
421
Advisornet Financial
Minnesota
$105 -$3.25K -34 -97%
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$105 -$191 -2 -67%
Kayne Anderson Rudnick Investment Management
423
Kayne Anderson Rudnick Investment Management
California
$105 – – –
BTI
424
Blue Trust Inc
Georgia
$45 -$11.2K -117 Closed
AM
425
Atreides Management
Massachusetts
– -$68.6M -777,011 Closed
15 16
17
18 19

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.