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291 hedge funds and large institutions have $1.23B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $108M | Put options by funds: $19.5M

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

4.38% more ownership

Funds ownership: 101.43%105.81% (+4.4%)

1% more funds holding

Funds holding: 287291 (+4)

23% less capital invested

Capital invested by funds: $1.59B → $1.23B (-$365M)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
55
Increased
115
Reduced
86
Closed
45
Calls
$108M
Puts
$19.5M
Net Calls
+$88.8M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$107M -$5.55M -319,027 -4%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$102M +$117M +6,719,982 New
VC
3
Voss Capital
Texas
$88.4M -$1.22M -70,000 -1%
AFM
4
Anson Funds Management
Texas
$63.3M +$45.8M +2,633,979 +171%
VBA
5
Van Berkom & Associates
Quebec, Canada
$50.6M -$4.58M -263,244 -7%
VCM
6
Vanguard Capital Management
Pennsylvania
$50.5M +$57.9M +3,329,054 New
Fidelity International
7
Fidelity International
Bermuda
$38.9M -$954K -54,899 -2%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$35.1M +$28.1M +1,613,926 +230%
Ameriprise
9
Ameriprise
Minnesota
$32.8M +$7.37M +423,771 +24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$31.3M +$1.16M +66,470 +3%
State Street
11
State Street
Massachusetts
$31.1M +$837K +48,139 +2%
AC
12
Armistice Capital
New York
$24.2M -$7.09M -408,000 -20%
First Trust Advisors
13
First Trust Advisors
Illinois
$21.3M -$2.94M -169,095 -11%
Bank of America
14
Bank of America
North Carolina
$17.8M +$4.59M +264,252 +29%
Goldman Sachs
15
Goldman Sachs
New York
$17.4M -$1.39M -79,722 -7%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$16M +$2.88M +165,623 +19%
AG
17
Algert Global
California
$15.6M +$13M +750,686 +269%
ICM
18
Invenomic Capital Management
Massachusetts
$14.2M +$11.7M +670,536 +252%
AQR Capital Management
19
AQR Capital Management
Connecticut
$14.2M +$8.92M +513,451 +118%
Morgan Stanley
20
Morgan Stanley
New York
$13.8M +$189K +10,881 +1%
CCMG
21
Clark Capital Management Group
Pennsylvania
$13.7M +$6.81M +392,082 +76%
UBS Group
22
UBS Group
Switzerland
$13.4M -$721K -41,466 -4%
Federated Hermes
23
Federated Hermes
Pennsylvania
$12.8M -$1.94M -111,384 -12%
JP Morgan Chase
24
JP Morgan Chase
New York
$12.3M +$13.4M +771,757 +1,265%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$11.2M +$7.63M +439,057 +147%