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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
VCM
476
Voleon Capital Management
California
$257K +$236K +1,126 New
SAI
477
Savvy Advisors Inc
New York
$253K -$17.8K -85 -7%
CIAM
478
Caitong International Asset Management
Hong Kong
$251K +$230K +1,100 New
HR
479
Hardy Reed
Mississippi
$249K -$19K -91 -8%
LA
480
Latitude Advisors
Florida
$249K +$228K +1,089 New
CCG
481
Catalina Capital Group
California
$248K
SC
482
Scotia Capital
Ontario, Canada
$248K +$227K +1,085 New
AIC
483
Archer Investment Corporation
Indiana
$247K +$227K +1,083 New
PWM
484
Perigon Wealth Management
California
$246K -$1.47K -7 -0.6%
LNWTC
485
Laird Norton Wetherby Trust Company
Washington
$245K +$224K +1,071 New
IA
486
IFP Advisors
Florida
$238K +$110K +528 +103%
RGF
487
Retirement Guys Formula
Ohio
$237K +$217K +1,039 New
ATPW
488
Ashton Thomas Private Wealth
Arizona
$236K +$217K +1,035 New
AFG
489
Atomi Financial Group
New York
$236K +$216K +1,033 New
UFF
490
USA Financial Formulas
Michigan
$229K -$52.7K -252 -20%
PCM
491
Prana Capital Management
Connecticut
$229K -$82K -392 -28%
OMC
492
Overbrook Management Corp
New York
$228K +$209K +1,000 New
WWC
493
Waypoint Wealth Counsel
Georgia
$228K +$209K +1,000 New
ACM
494
Aster Capital Management
United Arab Emirates
$227K +$438K +2,095 +225%
CB
495
Commerce Bank
Missouri
$226K +$207K +990 New
NWM
496
Northwest Wealth Management
Iowa
$216K +$198K +945 New
LFA
497
Legacy Financial Advisors
Kentucky
$216K +$198K +944 New
OFG
498
OmniStar Financial Group
North Carolina
$212K +$194K +927 New
AWC
499
Abundance Wealth Counselors
Pennsylvania
$207K +$189K +904 New
VA
500
Vident Advisory
Georgia
$206K +$189K +903 New