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Five Below

423 hedge funds and large institutions have $6.11B invested in Five Below in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 139 increasing their positions, 127 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

41% more call options, than puts

Call options by funds: $323M | Put options by funds: $228M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

21% more capital invested

Capital invested by funds: $5.05B → $6.11B (+$1.07B)

5% more funds holding

Funds holding: 402423 (+21)

2.09% more ownership

Funds ownership: 103.82%105.92% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 127

Holders
423
Holders Change
+21
Holders Change %
+5.22%
% of All Funds
5.57%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
139
Reduced
127
Closed
62
Calls
$323M
Puts
$228M
Net Calls
+$94.2M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$546M +$17M +177,907 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$530M +$4.17M +43,537 +0.9%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$378M -$70.3M -735,266 -17%
WA
4
Wasatch Advisors
Utah
$254M +$8.25M +86,271 +4%
Marshall Wace
5
Marshall Wace
United Kingdom
$244M +$103M +1,072,642 +86%
Fidelity International
6
Fidelity International
Bermuda
$231M
State Street
7
State Street
Massachusetts
$181M +$5.89M +61,585 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$165M -$11.7M -121,799 -7%
Holocene Advisors
9
Holocene Advisors
New York
$144M +$88.8M +928,374 +211%
Capital World Investors
10
Capital World Investors
California
$143M -$22.9M -239,220 -15%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$128M -$112M -1,172,020 -49%
RP
12
Riverbridge Partners
Minnesota
$126M -$9.65M -100,905 -8%
SCM
13
Steadfast Capital Management
New York
$124M +$113M +1,177,600 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$114M -$22.4M -234,396 -18%
SC
15
Samlyn Capital
New York
$112M +$1.45M +15,201 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$103M +$111K +1,157 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$94.1M +$25.2M +263,191 +42%
Ameriprise
18
Ameriprise
Minnesota
$82.2M -$11.3M -117,925 -13%
GC
19
Giverny Capital
Quebec, Canada
$76.8M +$656K +6,861 +0.9%
JP Morgan Chase
20
JP Morgan Chase
New York
$74.9M -$16M -166,792 -19%
PCI
21
Pacifica Capital Investments
Texas
$69.1M +$7.41M +77,483 +13%
Charles Schwab
22
Charles Schwab
California
$68.6M +$3.73M +38,983 +6%
Norges Bank
23
Norges Bank
Norway
$66.9M -$95.4K -997 -0.2%
SIMG
24
Stephens Investment Management Group
Texas
$64.9M +$16.8M +175,131 +40%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$64.3M -$313K -3,273 -0.5%

FIVE Hedge Fund Activity: Q4 2024 in Review

423 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q4 2024, worth a combined $6.11B — up 21% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new FIVE positions and 62 closed out — a net gain of 27 holders — while 139 added to existing stakes and 127 trimmed.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $113M. The largest seller was T. Rowe Price Associates, cutting an estimated $112M.

  • 423 institutional investors held Five Below (FIVE) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $6.11B of Five Below stock for Q4 2024, up 21% quarter-over-quarter.
  • 89 funds opened new Five Below positions in Q4 2024 and 62 closed out, a net change of +27 holders.
  • The largest Five Below buyer in Q4 2024 was Steadfast Capital Management, an estimated $113M added.
  • The largest Five Below seller in Q4 2024 was T. Rowe Price Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.