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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
TCA
451
Transcend Capital Advisors
New Jersey
$310K +$284K +1,355 New
BFA
452
Brendel Financial Advisors
New Hampshire
$308K +$12.3K +59 +5%
AFGAS
453
Allegiance Financial Group Advisory Services
Virginia
$299K +$274K +1,309 New
AWM
454
Ariadne Wealth Management
California
$297K +$4.6K +22 +2%
SO
455
STRS Ohio
Ohio
$294K -$419 -2 -0.2%
PA
456
Pinnacle Associates
New York
$293K
PWMAG
457
Pinnacle Wealth Management Advisory Group
New Jersey
$292K +$628 +3 +0.2%
MYAM
458
Meiji Yasuda Asset Management
Japan
$291K -$1.47K -7 -0.5%
CAG
459
Crestwood Advisors Group
Massachusetts
$289K +$265K +1,266 New
RL
460
Ruffer LLP
United Kingdom
$287K +$262K +1,254 New
UOC
461
University of Chicago
Illinois
$286K
Rockefeller Capital Management
462
Rockefeller Capital Management
New York
$284K +$117K +560 +82%
IIC
463
Integrated Investment Consultants
Michigan
$283K +$1.67K +8 +0.6%
PAG
464
Poinciana Advisors Group
Florida
$282K
Truist Financial
465
Truist Financial
North Carolina
$281K -$23.4K -112 -8%
WCP
466
Wick Capital Partners
Pennsylvania
$281K +$257K +1,228 New
QCM
467
QRG Capital Management
Illinois
$278K +$255K +1,218 New
SC
468
Savant Capital
Illinois
$277K +$253K +1,211 New
SWP
469
Sagespring Wealth Partners
Tennessee
$273K +$250K +1,196 New
FFA
470
Fi3 Financial Advisors
Indiana
$270K +$247K +1,181 New
CAU
471
Caxton Associates (UK)
$270K +$247K +1,180 New
ECSS
472
Eurizon Capital SGR SpA
$268K +$51.9K +248 +26%
CWM
473
Calamos Wealth Management
Illinois
$265K +$242K +1,158 New
Koshinski Asset Management
474
Koshinski Asset Management
Illinois
$260K +$13.4K +64 +6%
S
475
SignatureFD
Georgia
$257K +$6.49K +31 +3%