283 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$485M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$105M
Net Calls
Net Calls Change

Top Buyers

1 +$28.5M
2 +$16.7M
3 +$16.1M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$10.4M
5
Goldman Sachs
Goldman Sachs
New York
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$19K
US Bancorp
227
US Bancorp
Minnesota
$18.3K
BT
228
Banque Transatlantique
France
$18K
IA
229
IFP Advisors
Florida
$12.8K
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$11.5K
AS
231
Altshuler Shaham
Israel
$10.8K
AWA
232
Acumen Wealth Advisors
Tennessee
$10.8K
SCM
233
Sterling Capital Management
North Carolina
$10.2K
VCM
234
Versant Capital Management
Arizona
$9.66K
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$9.24K
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.48K
S
237
SignatureFD
Georgia
$8.06K
JFA
238
JNBA Financial Advisors
Minnesota
$8.02K
Los Angeles Capital Management
239
Los Angeles Capital Management
California
$7.5K
EWA
240
EverSource Wealth Advisors
Alabama
$7.24K
GI
241
GAMMA Investing
California
$7.16K
Optiver Holding
242
Optiver Holding
Netherlands
$6.9K
CFB
243
Cullen/Frost Bankers
Texas
$6.72K
C
244
Covestor
United Kingdom
$6K
QC
245
Quent Capital
New York
$4.59K
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$3.53K
PTC
247
Private Trust Company
Ohio
$3.51K
SS
248
SBI Securities
Japan
$3.03K
RIAS
249
Rachor Investment Advisory Services
Michigan
$2.85K
RDFA
250
Ritter Daniher Financial Advisory
Ohio
$2.41K