291 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-10
Holders Change %
-3.32%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
94
Reduced
107
Closed
63
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Capital
226
Walleye Capital
New York
$39.1K -$141K -5,320 -78%
PS
227
Principal Securities
Iowa
$35.8K +$33.7K +1,271 +1,550%
Jones Financial Companies
228
Jones Financial Companies
Missouri
$31.9K +$30.2K +1,128 +1,763%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$31.6K +$31.6K +1,195 New
Lazard Asset Management
230
Lazard Asset Management
New York
$31K -$85.5K -3,308 -73%
AF
231
Allworth Financial
California
$27.9K +$3.42K +129 +14%
IA
232
IFP Advisors
Florida
$27.5K
BIG
233
Brooklyn Investment Group
New York
$25.9K +$4.1K +155 +19%
HNB
234
Huntington National Bank
Ohio
$22.7K +$2.62K +99 +13%
PAS
235
Point72 Asia (Singapore)
Singapore
$21.7K -$57.8K -2,183 -73%
BNP Paribas Asset Management
236
BNP Paribas Asset Management
France
$19K +$19K +699 New
FFA
237
Farther Finance Advisors
California
$18.5K -$5.24K -198 -22%
GRP
238
Global Retirement Partners
California
$17.9K +$17.9K +676 New
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$13K
S
240
SignatureFD
Georgia
$12.1K -$14.8K -557 -55%
Optiver Holding
241
Optiver Holding
Netherlands
$10.7K +$10.7K +404 New
JFA
242
JNBA Financial Advisors
Minnesota
$10.6K
CFB
243
Cullen/Frost Bankers
Texas
$9.59K +$8.37K +316 +687%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$9K -$26.7K -1,049 -75%
GI
245
GAMMA Investing
California
$8.77K -$2.78K -105 -24%
RFS
246
Richardson Financial Services
Massachusetts
$8.65K
C
247
Covestor
United Kingdom
$7K -$29.5K -1,032 -81%
PC
248
Pier Capital
Connecticut
$5.85K -$2.58M -97,354 -100%
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.3K
GWM
250
Geneos Wealth Management
Colorado
$4.95K -$4.34K -164 -47%