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Five Below
FIVE

Overview Fund Activity

407 hedge funds and large institutions have $4.22B invested in Five Below in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 157 increasing their positions, 117 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-14
Holders Change %
-3.33%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
69
Increased
157
Reduced
117
Closed
79
Calls
$305M
Puts
$162M
Net Calls
+$143M
Net Calls Change
+$48.6M

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$111M
2
American Century Companies
American Century Companies
Missouri
+$73.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$44.4M
4
CSS
Cubist Systematic Strategies
Connecticut
+$41.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$41.4M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$378M
2
SCM
Steadfast Capital Management
New York
-$124M
3
Holocene Advisors
Holocene Advisors
New York
-$99.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$87.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
AE Wealth Management
Kansas
– -$261K -2,489 Closed
Corient Private Wealth
452
Corient Private Wealth
Florida
– -$256K -2,442 Closed
ECM
453
Everence Capital Management
Indiana
– -$249K -2,370 Closed
HWM
454
HB Wealth Management
Georgia
– -$241K -2,295 Closed
BEI
455
Benjamin Edwards Inc
Missouri
– -$234K -2,227 Closed
LOAMU
456
Lombard Odier Asset Management (USA)
New York
– -$230K -2,188 Closed
SCM
457
Shelton Capital Management
Colorado
– -$227K -2,166 Closed
WA
458
Wealth Alliance
New York
– -$221K -2,107 Closed
FCM
459
Frontier Capital Management
Massachusetts
– -$218K -2,080 Closed
MOS
460
MGO One Seven
Ohio
– -$215K -2,053 Closed
NW
461
NewEdge Wealth
Pennsylvania
– -$214K -2,035 Closed
CL
462
Choreo LLC
Illinois
– -$205K -1,970 Closed
NP
463
NorthRock Partners
Minnesota
– -$204K -1,941 Closed
HR
464
Hardy Reed
Mississippi
– -$200K -1,909 Closed
IWA
465
Icon Wealth Advisors
Texas
– -$199K -1,900 Closed
VHAM
466
Van Hulzen Asset Management
California
– -$79.9K -761 Closed
RS
467
R Squared
Hong Kong
– -$68.2K -650 Closed
CAS
468
Coppell Advisory Solutions
Texas
– -$44.6K -429 Closed
AIC
469
Archer Investment Corporation
Indiana
– -$42K -400 Closed
CJ
470
Caitlin John
Michigan
– -$37.9K -361 Closed
HWM
471
HighMark Wealth Management
Minnesota
– -$31K -295 Closed
VWM
472
Venturi Wealth Management
Texas
– -$22.4K -213 Closed
LFA
473
LGT Financial Advisors
Texas
– -$20.5K -195 Closed
AG
474
AmeriFlex Group
Nevada
– -$7.69K -82 Closed
CFGS
475
Concourse Financial Group Securities
Alabama
– -$6.68K -72 Closed
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