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308 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $163M | Put options by funds: $83.9M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

5% more funds holding

Funds holding: 294308 (+14)

4.3% less ownership

Funds ownership: 115.27%110.96% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.08B (-$253M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
53
Increased
120
Reduced
86
Closed
37
Calls
$163M
Puts
$83.9M
Net Calls
+$78.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Conquis Financial
California
$72.6K
NICM
227
Neo Ivy Capital Management
New York
$66.4K +$72.6K +2,744 New
AB
228
Amalgamated Bank
New York
$62K
TRCT
229
Tower Research Capital (TRC)
New York
$59.9K -$137K -5,188 -68%
KBC Group
230
KBC Group
Belgium
$55K
A
231
AlphaQuest
New York
$54.5K -$6.11K -231 -9%
PE
232
Point72 Europe
United Kingdom
$45.6K +$49.8K +1,883 New
PPA
233
Pilgrim Partners Asia
Singapore
$45K +$49.2K +1,860 New
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$39.4K +$11.5K +435 +36%
ASN
235
Advisory Services Network
Georgia
$38.3K +$41.9K +1,584 New
PA
236
Parallel Advisors
California
$36.7K -$687 -26 -2%
QL
237
Quarry LP
New York
$33.3K +$36.4K +1,377 New
Jones Financial Companies
238
Jones Financial Companies
Missouri
$29.9K
GRP
239
Global Retirement Partners
California
$29.7K +$14.6K +552 +82%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$28K +$30.5K +1,155 New
AF
241
Allworth Financial
California
$26.5K +$1.14K +43 +4%
RFS
242
Richardson Financial Services
Massachusetts
$23.8K +$17.4K +657 +202%
BT
243
Banque Transatlantique
France
$21.8K +$23.8K +900 New
SPIA
244
Steward Partners Investment Advisory
New York
$20K -$36.1K -1,364 -62%
QCG
245
Quadrant Capital Group
Ohio
$18.9K +$20.6K +779 New
BNP Paribas Asset Management
246
BNP Paribas Asset Management
France
$17K +$582 +22 +3%
QC
247
Quent Capital
New York
$16K +$17.5K +660 New
SAM
248
Shell Asset Management
Netherlands
$15K -$25.6K -968 -60%
WANY
249
Wealthspire Advisors (New York)
New York
$14.5K +$15.9K +600 New
Optiver Holding
250
Optiver Holding
Netherlands
$13.4K +$3.97K +150 +37%

FIVN Hedge Fund Activity: Q3 2025 in Review

308 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2025, worth a combined $2.08B — down 11% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 37 closed out — a net gain of 16 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Voss Capital, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $47.5M.

  • 308 institutional investors held FIVE9 (FIVN) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.08B of FIVE9 stock for Q3 2025, down 11% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q3 2025 and 37 closed out, a net change of +16 holders.
  • The largest FIVE9 buyer in Q3 2025 was Voss Capital, an estimated $34.4M added.
  • The largest FIVE9 seller in Q3 2025 was Fidelity Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2025.