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Five Below

628 hedge funds and large institutions have $12.7B invested in Five Below in 2026 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 239 increasing their positions, 180 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 63

33% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 180

18% more capital invested

Capital invested by funds: $10.7B → $12.7B (+$1.94B)

14% more funds holding

Funds holding: 552628 (+76)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

3.08% less ownership

Funds ownership: 103.43%100.35% (-3.1%)

67% less call options, than puts

Call options by funds: $109M | Put options by funds: $335M

Holders
628
Holders Change
+76
Holders Change %
+13.77%
% of All Funds
7.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
147
Increased
239
Reduced
180
Closed
63
Calls
$109M
Puts
$335M
Net Calls
-$226M
Net Calls Change
-$313M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
Arkadios Wealth Advisors
Georgia
$453K -$41.6K -199 -9%
SFA
402
Sequoia Financial Advisors
Ohio
$452K -$113K -540 -21%
MC
403
Machina Capital
France
$451K +$62.8K +300 +18%
PPW
404
Parcion Private Wealth
Washington
$444K +$67.8K +324 +20%
CG
405
Cynosure Group
Utah
$444K +$406K +1,942 New
Rafferty Asset Management
406
Rafferty Asset Management
New York
$441K -$222K -1,060 -35%
Commonwealth Equity Services
407
Commonwealth Equity Services
Massachusetts
$441K -$23K -110 -5%
OTPPB
408
Ontario Teachers' Pension Plan Board
Ontario, Canada
$436K -$1.68M -8,011 -81%
MCM
409
Moore Capital Management
New York
$435K +$399K +1,906 New
WA
410
Wealth Alliance
New York
$430K -$153K -730 -28%
BP
411
Ballentine Partners
Massachusetts
$430K +$2.3K +11 +0.6%
EW
412
Evoke Wealth
California
$429K +$393K +1,876 New
CA
413
Clearstead Advisors
Ohio
$425K +$29.7K +142 +8%
VA
414
VestGen Advisors
Illinois
$422K +$424K +2,025 New
SCM
415
Shelton Capital Management
Colorado
$416K
SCM
416
Sterling Capital Management
North Carolina
$415K -$288K -1,377 -43%
RC
417
Rexford Capital
Texas
$407K -$13.4K -64 -3%
GFWA
418
Grey Fox Wealth Advisors
Delaware
$405K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$404K -$58.6K -280 -14%
FTWA
420
Fifth Third Wealth Advisors
Ohio
$402K +$15.7K +75 +4%
CAM
421
Claret Asset Management
Quebec, Canada
$400K
CIBC Asset Management
422
CIBC Asset Management
Ontario, Canada
$398K
EC
423
EntryPoint Capital
New York
$397K +$363K +1,737 New
FFA
424
Farther Finance Advisors
California
$390K +$254K +1,213 +271%
Renaissance Technologies
425
Renaissance Technologies
New York
$388K +$356K +1,700 New