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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
KG
426
Kilter Group
New York
$2.49K
HI
427
Harbour Investments
Wisconsin
$2.49K
BIA
428
Bell Investment Advisors
California
$2.1K
MFT
429
Moisand Fitzgerald Tamayo
Florida
$1.84K
RCM
430
Raleigh Capital Management
North Carolina
$1.57K
VWA
431
Valued Wealth Advisors
Utah
$1.44K
MCM
432
MV Capital Management
Maryland
$1.31K
MCM
433
Manchester Capital Management
Vermont
$1.31K
CH
434
Cromwell Holdings
Wyoming
$1.31K
FWM
435
FSA Wealth Management
Massachusetts
$1.18K
PWMG
436
Private Wealth Management Group
New Jersey
$1.05K
GEA
437
Glen Eagle Advisors
New Jersey
$1.05K
HWM
438
Hemington Wealth Management
Virginia
$1K
SO
439
Sierra Ocean
California
$918
BOJHT
440
Bank of Jackson Hole Trust
Wyoming
$918
NWM
441
Nova Wealth Management
Florida
$828
BGAI
442
Bruce G. Allen Investments
Colorado
$787
TPW
443
Talon Private Wealth
Florida
$787
JWA
444
JFS Wealth Advisors
Pennsylvania
$656
KB
445
Kimelman & Baird
New York
$394
TIM
446
Tortoise Investment Management
New York
$394
Kayne Anderson Rudnick Investment Management
447
Kayne Anderson Rudnick Investment Management
California
$394
HIA
448
HFM Investment Advisors
New Jersey
$394
RWM
449
Rialto Wealth Management
New York
$394
BHWM
450
Bay Harbor Wealth Management
Maryland
$393