291 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, 94 increasing their positions, 107 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 301291 (-10)

11% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 63

12% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 107

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$158M
Puts
$117M
Net Calls
Net Calls Change

Top Sellers

1 -$35.7M
2 -$33.6M
3 -$19.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$17.4M
5
UBS AM
UBS AM
Illinois
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
226
Walleye Capital
New York
$39.1K
PS
227
Principal Securities
Iowa
$35.8K
Jones Financial Companies
228
Jones Financial Companies
Missouri
$31.9K
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$31.6K
Lazard Asset Management
230
Lazard Asset Management
New York
$31K
AF
231
Allworth Financial
California
$27.9K
IA
232
IFP Advisors
Florida
$27.5K
BIG
233
Brooklyn Investment Group
New York
$25.9K
HNB
234
Huntington National Bank
Ohio
$22.7K
PAS
235
Point72 Asia (Singapore)
Singapore
$21.7K
BNP Paribas Asset Management
236
BNP Paribas Asset Management
France
$19K
FFA
237
Farther Finance Advisors
California
$18.5K
GRP
238
Global Retirement Partners
California
$17.9K
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$13K
S
240
SignatureFD
Georgia
$12.1K
Optiver Holding
241
Optiver Holding
Netherlands
$10.7K
JFA
242
JNBA Financial Advisors
Minnesota
$10.6K
CFB
243
Cullen/Frost Bankers
Texas
$9.59K
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$9K
GI
245
GAMMA Investing
California
$8.77K
RFS
246
Richardson Financial Services
Massachusetts
$8.65K
C
247
Covestor
United Kingdom
$7K
PC
248
Pier Capital
Connecticut
$5.85K
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.3K
GWM
250
Geneos Wealth Management
Colorado
$4.95K