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Five Below

624 hedge funds and large institutions have $12.6B invested in Five Below in 2026 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 235 increasing their positions, 179 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

3.1% less ownership

Funds ownership: 103.43%100.32% (-3.1%)

67% less call options, than puts

Call options by funds: $109M | Put options by funds: $335M

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$335M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
601
NBC Securities
Alabama
$1.6K
BGAI
602
Bruce G. Allen Investments
Colorado
$1.37K
FC
603
Financial Consulate
Maryland
$1.14K
TPCW
604
TD Private Client Wealth
New York
$1.14K
VWM
605
Vermillion Wealth Management
Minnesota
$1.14K
DF
606
Dunhill Financial
United Kingdom
$915
HIA
607
HFM Investment Advisors
New Jersey
$914
HWP
608
Highline Wealth Partners
California
$914
CCWM
609
Cassaday & Co Wealth Management
Virginia
$914
HFS
610
Hughes Financial Services
Virginia
$914
MAM
611
Marquette Asset Management
Minnesota
$686
PWA
612
Physician Wealth Advisors
Utah
$686
NRG
613
Nemes Rush Group
Michigan
$685
TFA
614
Transamerica Financial Advisors
Florida
$685
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
$457
PTC
616
Private Trust Company
Ohio
$457
BFS
617
Bare Financial Services
Pennsylvania
$457
CW
618
Curio Wealth
Maryland
$457
BWL
619
Bogart Wealth LLC
Virginia
$457
WA
620
Whipplewood Advisors
Colorado
$457
IAS
621
IMA Advisory Services
Colorado
$456
BHWM
622
Beaird Harris Wealth Management
Texas
$231
AGWCA
623
Annis Gardner Whiting Capital Advisors
Florida
$229
SWP
624
Strategic Wealth Partners
Ohio
$192
Norges Bank
625
Norges Bank
Norway