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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
CFO
551
CVA Family Office
Colorado
$15.5K +$14.2K +68 New
GSWM
552
Golden State Wealth Management
California
$15.3K -$3.14K -15 -18%
CPG
553
Cornerstone Planning Group
New Jersey
$15.2K +$628 +3 +5%
MFP
554
Meramec Financial Planners
Missouri
$15.1K -$2.51K -12 -16%
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$13.9K +$419 +2 +3%
BFP
556
Birchwood Financial Partners
Minnesota
$12.8K -$209 -1 -2%
TPWA
557
Twin Peaks Wealth Advisors
California
$11.9K +$10.9K +52 New
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$11K
KFAS
559
Keating Financial Advisory Services
Kansas
$11K +$1.88K +9 +23%
AF
560
Advisornet Financial
Minnesota
$10.3K
CT
561
Clearstead Trust
Maine
$10.3K
JFA
562
JNBA Financial Advisors
Minnesota
$10.1K +$9.21K +44 New
CI
563
CX Institutional
Indiana
$10K +$9.42K +45 New
JWA
564
JFS Wealth Advisors
Pennsylvania
$9.82K +$837 +4 +10%
C
565
Covestor
United Kingdom
$9K -$17.8K -85 -69%
FFG
566
Forum Finance Group
$9K +$10.5K +50 New
JWM
567
JPL Wealth Management
Colorado
$8.91K +$8.16K +39 New
AFC
568
Ares Financial Consulting
California
$8.46K
BTI
569
Blue Trust Inc
Georgia
$8.22K
ZBNA
570
Zions Bancorporation, National Association
Utah
$8.22K +$4.81K +23 +177%
UFPG
571
United Financial Planning Group
New York
$7.54K +$6.91K +33 New
B
572
Bayban
Minnesota
$7.08K -$31.8K -152 -83%
KAS
573
Kemnay Advisory Services
New York
$6.85K +$6.28K +30 New
SS
574
SBI Securities
Japan
$6.4K -$3.77K -18 -39%
CMA
575
Cedar Mountain Advisors
Oregon
$5.94K +$5.44K +26 New