We are live on ! Find out more

306 hedge funds and large institutions have $2.24B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 78 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $114M | Put options by funds: $52M

65% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 78

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

4% more funds holding

Funds holding: 295306 (+11)

3.34% more ownership

Funds ownership: 105.39%108.73% (+3.3%)

31% less capital invested

Capital invested by funds: $3.22B → $2.24B (-$983M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.1%
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
129
Reduced
78
Closed
48
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
226
Kayne Anderson Rudnick Investment Management
California
$60.9K +$66.4K +1,811 +419%
SPIA
227
Steward Partners Investment Advisory
New York
$59.5K +$31.5K +858 +64%
FIA
228
FNY Investment Advisers
New York
$59K -$38.5K -1,050 -32%
PA
229
Parallel Advisors
California
$53.6K +$9.64K +263 +15%
Osaic Holdings
230
Osaic Holdings
Arizona
$52.4K +$4.66K +127 +7%
SAM
231
Shell Asset Management
Netherlands
$48K -$2.79K -76 -4%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$38K -$23.7K -645 -32%
CF
233
Corebridge Financial
Texas
$35.8K -$1.83K -50 -4%
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.1K +$5.17K +141 +12%
C
235
Covestor
United Kingdom
$35K +$19.4K +528 +70%
S
236
SignatureFD
Georgia
$27.5K -$1.21K -33 -3%
BT
237
Banque Transatlantique
France
$24.4K
FFA
238
Farther Finance Advisors
California
$24.2K +$5.43K +148 +20%
AF
239
Allworth Financial
California
$22.7K +$12.7K +346 +60%
BIG
240
Brooklyn Investment Group
New York
$22.3K -$7.88K -215 -21%
HNB
241
Huntington National Bank
Ohio
$20.6K +$26K +709 +1,447%
VCM
242
Versant Capital Management
Arizona
$18.2K +$24.3K +664 +13,280%
Federated Hermes
243
Federated Hermes
Pennsylvania
$18.1K +$24.5K +667 New
CCM
244
Coldstream Capital Management
Washington
$16.4K +$22.2K +605 New
WF
245
Wayfinding Financial
Washington
$16K +$23K +626 New
GWM
246
Geneos Wealth Management
Colorado
$16K +$6.01K +164 +88%
LC
247
Lindbrook Capital
California
$14.8K -$11.4K -310 -36%
WT
248
Whittier Trust
California
$14.2K
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$13.3K
FHA
250
First Horizon Advisors
Tennessee
$13K +$13.3K +364 +314%

FIVN Hedge Fund Activity: Q1 2025 in Review

306 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2025, worth a combined $2.24B — down 31% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FIVN positions and 48 closed out — a net gain of 14 holders — while 129 added to existing stakes and 78 trimmed.

The largest buyer was UBS AM, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 306 institutional investors held FIVE9 (FIVN) as of Q1 2025, up from 295 in Q4 2024.
  • Funds reported $2.24B of FIVE9 stock for Q1 2025, down 31% quarter-over-quarter.
  • 62 funds opened new FIVE9 positions in Q1 2025 and 48 closed out, a net change of +14 holders.
  • The largest FIVE9 buyer in Q1 2025 was UBS AM, an estimated $73.2M added.
  • The largest FIVE9 seller in Q1 2025 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2025.