301 hedge funds and large institutions have $2.16B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.64% less ownership

Funds ownership: 105.37%104.73% (-0.64%)

33% less capital invested

Capital invested by funds: $3.22B → $2.16B (-$1.07B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$52M
Net Calls
Net Calls Change

Top Sellers

1 -$85.8M
2 -$39.3M
3 -$36.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.9M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$52.4K
SAM
227
Shell Asset Management
Netherlands
$48K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$38K
CF
229
Corebridge Financial
Texas
$35.8K
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.1K
C
231
Covestor
United Kingdom
$35K
S
232
SignatureFD
Georgia
$27.5K
BT
233
Banque Transatlantique
France
$24.4K
FFA
234
Farther Finance Advisors
California
$24.2K
AF
235
Allworth Financial
California
$22.7K
BIG
236
Brooklyn Investment Group
New York
$22.3K
HNB
237
Huntington National Bank
Ohio
$20.6K
VCM
238
Versant Capital Management
Arizona
$18.2K
Federated Hermes
239
Federated Hermes
Pennsylvania
$18.1K
CCM
240
Coldstream Capital Management
Washington
$16.4K
WF
241
Wayfinding Financial
Washington
$16K
GWM
242
Geneos Wealth Management
Colorado
$16K
LC
243
Lindbrook Capital
California
$14.8K
WT
244
Whittier Trust
California
$14.2K
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$13.3K
FHA
246
First Horizon Advisors
Tennessee
$13K
RCM
247
Raleigh Capital Management
North Carolina
$12.8K
GI
248
GAMMA Investing
California
$11.8K
JFA
249
JNBA Financial Advisors
Minnesota
$10.9K
SAM
250
Smartleaf Asset Management
Massachusetts
$10.3K