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294 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, 96 increasing their positions, 108 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $158M | Put options by funds: $117M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6.54% more ownership

Funds ownership: 108.73%115.27% (+6.5%)

4% more capital invested

Capital invested by funds: $2.24B → $2.33B (+$90.4M)

4% less funds holding

Funds holding: 306294 (-12)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

Holders
294
Holders Change
-12
Holders Change %
-3.92%
% of All Funds
3.87%
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
96
Reduced
108
Closed
65
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$58K
SAM
227
Shell Asset Management
Netherlands
$43K -$4.55K -175 -10%
PA
228
Parallel Advisors
California
$40.9K -$11.2K -432 -22%
Walleye Capital
229
Walleye Capital
New York
$39.1K -$138K -5,320 -78%
PS
230
Principal Securities
Iowa
$35.8K +$33.1K +1,271 +1,550%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$31.9K +$29.4K +1,128 +1,763%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$31.6K +$31.1K +1,195 New
Lazard Asset Management
233
Lazard Asset Management
New York
$31K -$86.1K -3,308 -73%
AF
234
Allworth Financial
California
$27.9K +$3.36K +129 +14%
IA
235
IFP Advisors
Florida
$27.5K
BIG
236
Brooklyn Investment Group
New York
$25.9K +$4.03K +155 +19%
HNB
237
Huntington National Bank
Ohio
$22.7K +$2.58K +99 +13%
PAS
238
Point72 Asia (Singapore)
Singapore
$21.7K -$56.8K -2,183 -73%
BNP Paribas Asset Management
239
BNP Paribas Asset Management
France
$19K +$18.2K +699 New
FFA
240
Farther Finance Advisors
California
$18.5K -$5.15K -198 -22%
GRP
241
Global Retirement Partners
California
$17.9K +$17.6K +676 New
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$13K
S
243
SignatureFD
Georgia
$12.1K -$14.5K -557 -55%
Optiver Holding
244
Optiver Holding
Netherlands
$10.7K +$10.5K +404 New
JFA
245
JNBA Financial Advisors
Minnesota
$10.6K
CFB
246
Cullen/Frost Bankers
Texas
$9.59K +$8.22K +316 +687%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$9K -$27.3K -1,049 -75%
GI
248
GAMMA Investing
California
$8.77K -$2.73K -105 -24%
RFS
249
Richardson Financial Services
Massachusetts
$8.65K
C
250
Covestor
United Kingdom
$7K -$26.9K -1,032 -81%

FIVN Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2025, worth a combined $2.33B — up 4% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of FIVN and 56 opened new positions — a net loss of 9 holders — while 108 trimmed existing stakes and 96 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $66.9M. The largest seller was Norges Bank, cutting an estimated $39.7M.

  • 294 institutional investors held FIVE9 (FIVN) as of Q2 2025, down from 306 in Q1 2025.
  • Funds reported $2.33B of FIVE9 stock for Q2 2025, up 4% quarter-over-quarter.
  • 56 funds opened new FIVE9 positions in Q2 2025 and 65 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q2 2025 was Fidelity International, an estimated $66.9M added.
  • The largest FIVE9 seller in Q2 2025 was Norges Bank, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2025.