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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
CM
651
Caption Management
Oklahoma
-$1.39M -7,400 Closed
Twin Tree Management
652
Twin Tree Management
Texas
-$1.15M -5,484 Closed
CAM
653
CenterStar Asset Management
Illinois
-$1.11M -5,316 Closed
DT
654
Diversified Trust
Tennessee
-$749K -3,979 Closed
LIA
655
Limestone Investment Advisors
New York
-$709K -3,762 Closed
PAMS
656
Pinpoint Asset Management (Singapore)
-$641K -3,404 Closed
WIS
657
Wright Investors Service
Connecticut
-$605K -3,214 Closed
VI
658
Versor Investments
New York
-$549K -2,916 Closed
TSS
659
Two Sigma Securities
New York
-$495K -2,627 Closed
CCMT
660
CMT Capital Markets Trading
Germany
-$408K -2,164 Closed
A
661
AlphaQuest
New York
-$362K -1,922 Closed
FFM
662
Forum Financial Management
Illinois
-$354K -1,882 Closed
DS
663
DRW Securities
Illinois
-$278K -1,477 Closed
QIM
664
Quantitative Investment Management
Virginia
-$269K -1,432 Closed
NW
665
NewEdge Wealth
Pennsylvania
-$251K -1,331 Closed
FSA
666
Financial Services Advisory
Maryland
-$247K -1,310 Closed
WFA
667
Wellspring Financial Advisors
Ohio
-$228K -1,208 Closed
ICP
668
Interchange Capital Partners
Pennsylvania
-$222K -1,180 Closed
QPW
669
Quantum Private Wealth
Florida
-$212K -1,125 Closed
KAS
670
Kestra Advisory Services
Texas
-$173K -918 Closed
DB
671
Danske Bank
Denmark
-$132K -700 Closed
WA
672
Westfuller Advisors
New York
-$108K -572 Closed
CWP
673
Concord Wealth Partners
Virginia
-$94.2K -500 Closed
WTC
674
WhitTier Trust Company
Nevada
-$45.7K -226 Closed
MIFH
675
Migdal Insurance & Financial Holdings
Israel
-$24K -126 Closed