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
GEA
601
Glen Eagle Advisors
New Jersey
$1.83K
PWMG
602
Private Wealth Management Group
New Jersey
$1.83K
RWM
603
Rialto Wealth Management
New York
$1.6K +$419 +2 +40%
MA
604
MCF Advisors
Kentucky
$1.6K +$1.05K +5 +250%
NS
605
NBC Securities
Alabama
$1.6K
BGAI
606
Bruce G. Allen Investments
Colorado
$1.37K
FC
607
Financial Consulate
Maryland
$1.14K
TPCW
608
TD Private Client Wealth
New York
$1.14K
VWM
609
Vermillion Wealth Management
Minnesota
$1.14K +$1.05K +5 New
DF
610
Dunhill Financial
United Kingdom
$915 +$628 +3 +300%
HIA
611
HFM Investment Advisors
New Jersey
$914
HWP
612
Highline Wealth Partners
California
$914 +$628 +3 +300%
CCWM
613
Cassaday & Co Wealth Management
Virginia
$914 +$837 +4 New
HFS
614
Hughes Financial Services
Virginia
$914 +$837 +4 New
MAM
615
Marquette Asset Management
Minnesota
$686
PWA
616
Physician Wealth Advisors
Utah
$686
NRG
617
Nemes Rush Group
Michigan
$685
TFA
618
Transamerica Financial Advisors
Florida
$685 +$628 +3 New
Kayne Anderson Rudnick Investment Management
619
Kayne Anderson Rudnick Investment Management
California
$457
PTC
620
Private Trust Company
Ohio
$457
BFS
621
Bare Financial Services
Pennsylvania
$457 +$419 +2 New
BWL
622
Bogart Wealth LLC
Virginia
$457 +$419 +2 New
CW
623
Curio Wealth
Maryland
$457 +$419 +2 New
WA
624
Whipplewood Advisors
Colorado
$457 +$419 +2 New
IAS
625
IMA Advisory Services
Colorado
$456 +$419 +2 New