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Five Below
FIVE

Overview Fund Activity

456 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, 171 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+49
Holders Change %
+12.04%
% of All Funds
6.12%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
110
Increased
128
Reduced
171
Closed
55
Calls
$274M
Puts
$294M
Net Calls
-$20.3M
Net Calls Change
-$163M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$378M
2
UBS Group
2
UBS Group
Switzerland
$215M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$167M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$289M
5
ACM
5
Anomaly Capital Management
New York
$113M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$161M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$8.21M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$9.33M
4
WA
4
Wasatch Advisors
Utah
$214M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
426
Bell Investment Advisors
California
$2.1K -$787 -6 -27%
MFT
427
Moisand Fitzgerald Tamayo
Florida
$1.84K – – –
RCM
428
Raleigh Capital Management
North Carolina
$1.57K – – –
VWA
429
Valued Wealth Advisors
Utah
$1.44K – – –
MCM
430
MV Capital Management
Maryland
$1.31K -$1.97K -15 -60%
MCM
431
Manchester Capital Management
Vermont
$1.31K -$262 -2 -17%
CH
432
Cromwell Holdings
Wyoming
$1.31K +$1.31K +10 New
FWM
433
FSA Wealth Management
Massachusetts
$1.18K – – –
PWMG
434
Private Wealth Management Group
New Jersey
$1.05K – – –
GEA
435
Glen Eagle Advisors
New Jersey
$1.05K – – –
HWM
436
Hemington Wealth Management
Virginia
$1K +$643 +9 +180%
SO
437
Sierra Ocean
California
$918 – – –
BOJHT
438
Bank of Jackson Hole Trust
Wyoming
$918 +$918 +7 New
NWM
439
Nova Wealth Management
Florida
$828 +$828 +6 New
BGAI
440
Bruce G. Allen Investments
Colorado
$787 -$1.18K -9 -60%
TPW
441
Talon Private Wealth
Florida
$787 +$787 +6 New
JWA
442
JFS Wealth Advisors
Pennsylvania
$656 +$656 +5 New
KB
443
Kimelman & Baird
New York
$394 – – –
TIM
444
Tortoise Investment Management
New York
$394 +$131 +1 +50%
Kayne Anderson Rudnick Investment Management
445
Kayne Anderson Rudnick Investment Management
California
$394 +$263 +2 +200%
HIA
446
HFM Investment Advisors
New Jersey
$394 +$394 +3 New
RWM
447
Rialto Wealth Management
New York
$394 +$394 +3 New
BHWM
448
Bay Harbor Wealth Management
Maryland
$393 +$393 +3 New
AWM
449
Accredited Wealth Management
Kentucky
$263 – – –
DPW
450
DiNuzzo Private Wealth
Pennsylvania
$263 +$132 +1 +100%
16 17
18
19 20