We are live on ! Find out more

295 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $177M | Put options by funds: $28.8M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

38% more capital invested

Capital invested by funds: $2.33B → $3.22B (+$889M)

10% more funds holding

Funds holding: 269295 (+26)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

3.12% less ownership

Funds ownership: 108.51%105.39% (-3.1%)

Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
76
Increased
98
Reduced
93
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$30.4K -$31.2K -866 -54%
C
227
Covestor
United Kingdom
$30K +$1.77K +49 +7%
AF
228
Allworth Financial
California
$22.9K +$18.8K +520 +912%
CAS
229
Coppell Advisory Solutions
Texas
$22.8K +$20.2K +561 New
HCA
230
Heck Capital Advisors
Wisconsin
$21.9K +$19.4K +539 New
WT
231
Whittier Trust
California
$21.3K
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$20.2K +$16.1K +446 +991%
CIAM
233
Caitong International Asset Management
Hong Kong
$18.2K +$16.2K +449 New
Kayne Anderson Rudnick Investment Management
234
Kayne Anderson Rudnick Investment Management
California
$17.6K +$15.6K +432 New
GI
235
GAMMA Investing
California
$15K +$5.34K +148 +67%
CFGS
236
Concourse Financial Group Securities
Alabama
$15K +$11.5K +318 +539%
SAM
237
Smartleaf Asset Management
Massachusetts
$14.9K +$5.52K +153 +72%
QCG
238
Quadrant Capital Group
Ohio
$13.9K +$9.92K +275 +404%
PC
239
Pier Capital
Connecticut
$8.62K +$3.86K +107 +102%
PP
240
PFS Partners
New Jersey
$8.13K
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.13K +$2.16K +60 +43%
GWM
242
Geneos Wealth Management
Colorado
$7.6K -$433 -12 -6%
BBHC
243
Brown Brothers Harriman & Co
New York
$7.15K
EC
244
Elequin Capital
New York
$6.71K +$289 +8 +5%
HCP
245
Hexagon Capital Partners
Arkansas
$6.67K +$5.45K +151 +1,162%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$6.5K -$47.2K -1,309 -89%
CA
247
CoreCap Advisors
Michigan
$5.77K +$5.12K +142 New
AAM
248
Advisors Asset Management
Colorado
$5.61K -$9.63K -267 -66%
AF
249
Atala Financial
California
$5.08K +$4.51K +125 New
PTC
250
Private Trust Company
Ohio
$5K +$4.44K +123 New

FIVN Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2024, worth a combined $3.22B — up 38% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FIVN positions and 48 closed out — a net gain of 28 holders — while 98 added to existing stakes and 93 trimmed.

The largest buyer was Norges Bank, adding an estimated $70.4M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 295 institutional investors held FIVE9 (FIVN) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $3.22B of FIVE9 stock for Q4 2024, up 38% quarter-over-quarter.
  • 76 funds opened new FIVE9 positions in Q4 2024 and 48 closed out, a net change of +28 holders.
  • The largest FIVE9 buyer in Q4 2024 was Norges Bank, an estimated $70.4M added.
  • The largest FIVE9 seller in Q4 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2024.