We are live on ! Find out more
FIVE icon

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
G
426
GenTrust
Florida
$379K +$347K +1,659 New
RWM
427
Ritholtz Wealth Management
New York
$377K +$49.4K +236 +17%
AGM
428
Alpine Global Management
New York
$377K +$345K +1,649 New
BFIM
429
Beese Fulmer Investment Management
Ohio
$376K +$344K +1,645 New
CPA
430
Capital Performance Advisors
California
$375K +$77.4K +370 +29%
DWP
431
Daymark Wealth Partners
Ohio
$366K +$335K +1,600 New
KAM
432
Knightsbridge Asset Management
California
$363K +$333K +1,589 New
NDSIB
433
North Dakota State Investment Board
North Dakota
$360K -$68.6K -328 -17%
ETC
434
Exchange Traded Concepts
Oklahoma
$358K +$26.6K +127 +9%
MFAM
435
Motley Fool Asset Management
Virginia
$356K +$3.98K +19 +1%
QFW
436
QTR Family Wealth
Florida
$352K +$335K +1,600 New
WC
437
Wexford Capital
Florida
$351K +$72.2K +345 +29%
BC
438
Bayforest Capital
United Kingdom
$349K +$261K +1,249 +448%
AWM
439
AE Wealth Management
Kansas
$347K +$21.6K +103 +7%
FDP
440
Financiere des Professionnels
Quebec, Canada
$346K
TSMHT
441
Thurston Springer Miller Herd & Titak
Indiana
$331K +$303K +1,447 New
JTWM
442
Jackson Thornton Wealth Management
Alabama
$328K +$316K +1,508 New
AAP
443
Arax Advisory Partners
Colorado
$327K +$191K +914 +177%
BNP Paribas Asset Management
444
BNP Paribas Asset Management
France
$326K +$52.1K +249 +21%
PAG
445
Private Advisor Group
New Jersey
$325K -$1.67K -8 -0.6%
CWG
446
Cornerstone Wealth Group
North Carolina
$323K +$285K +1,364 New
MOS
447
MGO One Seven
Ohio
$320K -$38.5K -184 -12%
JFG
448
Jefferies Financial Group
New York
$318K +$291K +1,391 New
PA
449
Profund Advisors
Maryland
$314K +$30.1K +144 +12%
CCA
450
Childress Capital Advisors
Texas
$311K -$23.6K -113 -8%