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FIVE9

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
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
4.09%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
62
Increased
125
Reduced
77
Closed
49
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$52.4K +$3.45K +127 +7%
SAM
227
Shell Asset Management
Netherlands
$48K -$2.05K -76 -4%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$38K -$17.5K -645 -32%
CF
229
Corebridge Financial
Texas
$35.8K -$1.36K -50 -4%
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.1K +$3.83K +141 +12%
C
231
Covestor
United Kingdom
$35K +$14.5K +528 +70%
S
232
SignatureFD
Georgia
$27.5K -$896 -33 -3%
BT
233
Banque Transatlantique
France
$24.4K
FFA
234
Farther Finance Advisors
California
$24.2K +$4.01K +148 +20%
AF
235
Allworth Financial
California
$22.7K +$8.52K +346 +60%
BIG
236
Brooklyn Investment Group
New York
$22.3K -$5.84K -215 -21%
HNB
237
Huntington National Bank
Ohio
$20.6K +$19.3K +709 +1,447%
VCM
238
Versant Capital Management
Arizona
$18.2K +$18K +664 +13,280%
Federated Hermes
239
Federated Hermes
Pennsylvania
$18.1K +$18.1K +667 New
CCM
240
Coldstream Capital Management
Washington
$16.4K +$16.4K +605 New
WF
241
Wayfinding Financial
Washington
$16K +$16K +626 New
GWM
242
Geneos Wealth Management
Colorado
$16K +$7.47K +164 +88%
LC
243
Lindbrook Capital
California
$14.8K -$8.42K -310 -36%
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 +$9.88K +364 +314%
RCM
247
Raleigh Capital Management
North Carolina
$12.8K +$10.6K +391 +483%
GI
248
GAMMA Investing
California
$11.8K +$1.82K +67 +18%
JFA
249
JNBA Financial Advisors
Minnesota
$10.9K +$10.9K +400 New
SAM
250
Smartleaf Asset Management
Massachusetts
$10.3K +$167 +6 +2%