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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
WIA
501
World Investment Advisors
California
$202K +$185K +886 New
TWD
502
True Wealth Design
Ohio
$193K +$32.4K +155 +22%
PA
503
Parallel Advisors
California
$186K +$36.4K +174 +27%
UB
504
UMB Bank
Missouri
$173K +$8.58K +41 +6%
RFP
505
Root Financial Partners
California
$159K +$108K +516 +284%
ASN
506
Advisory Services Network
Georgia
$153K +$209 +1 +0.1%
SAM
507
Smartleaf Asset Management
Massachusetts
$149K -$31.6K -151 -18%
GKIM
508
GW&K Investment Management
Massachusetts
$122K +$13.2K +63 +13%
HIA
509
Harbor Investment Advisory
Maryland
$120K
CA
510
CoreCap Advisors
Michigan
$114K -$220K -1,050 -68%
HPBT
511
Hickory Point Bank & Trust
Illinois
$114K +$105K +500 New
WSFS
512
Wilmington Savings Fund Society
Delaware
$110K
National Bank of Canada
513
National Bank of Canada
Quebec, Canada
$96.4K +$88.5K +423 New
SIC
514
SJS Investment Consulting
Ohio
$91.4K +$17.4K +83 +26%
LFG
515
Larson Financial Group
Missouri
$90.3K +$53.8K +257 +186%
RFA
516
Reyes Financial Architecture
California
$87.7K -$21.3K -102 -21%
LSA
517
Leonteq Securities AG
Switzerland
$83.4K +$74.5K +356 +3,956%
SGK
518
Steigerwald Gordon & Koch
Virginia
$80K
Bessemer Group
519
Bessemer Group
New Jersey
$59K +$11.3K +54 +27%
Nomura Asset Management
520
Nomura Asset Management
Japan
$57.1K -$33.5K -160 -39%
PPC
521
Park Place Capital
Alabama
$56.9K -$2.51K -12 -5%
MG
522
Mather Group
Illinois
$56K +$51.3K +245 New
VSQM
523
V-Square Quantitative Management
Illinois
$55.1K +$11.5K +55 +30%
Acadian Asset Management
524
Acadian Asset Management
Massachusetts
$48K -$8.67M -41,449 -99%
SWM
525
Spire Wealth Management
Virginia
$45.7K -$419 -2 -1%