We are live on ! Find out more
FIVE icon

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
CJ
576
Caitlin John
Michigan
$5.71K
ACM
577
Accent Capital Management
Ohio
$5.71K +$5.23K +25 New
WT
578
Whittier Trust
California
$5.61K -$43.7K -209 -90%
VWA
579
Valued Wealth Advisors
Utah
$5.48K +$2.72K +13 +118%
S
580
Sachetta
Massachusetts
$5.26K +$628 +3 +15%
HI
581
Harbour Investments
Wisconsin
$5.25K +$628 +3 +15%
RF
582
Rossby Financial
Florida
$4.7K +$3.35K +16 +400%
EB
583
Eastern Bank
Massachusetts
$4.57K -$419 -2 -9%
MAFA
584
MJT & Associates Financial Advisory
Minnesota
$4.57K +$4.18K +20 New
TCM
585
Triumph Capital Management
Colorado
$4.57K +$4.18K +20 New
EWP
586
Elevation Wealth Partners
California
$4.11K +$628 +3 +20%
PC
587
Pier Capital
Connecticut
$3.88K +$1.26K +6 +55%
PWPS
588
Pinnacle Wealth Planning Services
Ohio
$3.66K -$81K -387 -96%
BIA
589
Bell Investment Advisors
California
$3.66K -$628 -3 -16%
SWM
590
SHP Wealth Management
Massachusetts
$2.87K +$1.05K +5 +71%
DPW
591
DiNuzzo Private Wealth
Pennsylvania
$2.74K
GWM
592
Geneos Wealth Management
Colorado
$2.74K
HCM
593
Hollencrest Capital Management
California
$2.74K
BHWM
594
Bay Harbor Wealth Management
Maryland
$2.74K +$1.26K +6 +100%
MCM
595
MV Capital Management
Maryland
$2.51K +$209 +1 +10%
CH
596
Cromwell Holdings
Wyoming
$2.29K
FG
597
Fairman Group
Pennsylvania
$2.29K
MCM
598
Manchester Capital Management
Vermont
$2.29K
SC
599
SouthState Corp
Florida
$2.29K +$1.05K +5 +100%
OCWP
600
Owl Creek Wealth Partners
Colorado
$2.29K +$2.09K +10 New