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287 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $143M | Put options by funds: $105M

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

7% less funds holding

Funds holding: 308287 (-21)

9.53% less ownership

Funds ownership: 110.96%101.43% (-9.5%)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$482M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
-21
Holders Change %
-6.82%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
54
Increased
107
Reduced
93
Closed
66
Calls
$143M
Puts
$105M
Net Calls
+$38.8M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$21.6K -$11.8K -554 -34%
PA
227
Parallel Advisors
California
$21.2K -$9.76K -460 -30%
NC
228
Nicholas Company
Wisconsin
$20.2K -$3.97M -186,990 -99%
BNP Paribas Asset Management
229
BNP Paribas Asset Management
France
$20K +$6.03K +284 +39%
FFA
230
Farther Finance Advisors
California
$19K +$8.43K +397 +72%
US Bancorp
231
US Bancorp
Minnesota
$18.3K -$44.9K -2,117 -70%
BT
232
Banque Transatlantique
France
$18K
IA
233
IFP Advisors
Florida
$12.8K +$12.5K +591 +1,206%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$11.5K -$12.3K -579 -50%
AS
235
Altshuler Shaham
Israel
$10.8K +$5.09K +240 +80%
AWA
236
Acumen Wealth Advisors
Tennessee
$10.8K +$11.5K +540 New
SCM
237
Sterling Capital Management
North Carolina
$10.2K +$6.86K +323 +175%
VCM
238
Versant Capital Management
Arizona
$9.66K +$6.33K +298 +162%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$9.24K
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.48K
S
241
SignatureFD
Georgia
$8.06K -$1.36K -64 -14%
JFA
242
JNBA Financial Advisors
Minnesota
$8.02K
Los Angeles Capital Management
243
Los Angeles Capital Management
California
$7.5K +$6.81K +321 New
EWA
244
EverSource Wealth Advisors
Alabama
$7.24K +$4.2K +198 +121%
GI
245
GAMMA Investing
California
$7.16K +$2.04K +96 +37%
Optiver Holding
246
Optiver Holding
Netherlands
$6.9K -$4.46K -210 -38%
CFB
247
Cullen/Frost Bankers
Texas
$6.72K +$212 +10 +3%
C
248
Covestor
United Kingdom
$6K +$297 +14 +5%
QC
249
Quent Capital
New York
$4.59K -$9.15K -431 -65%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$3.53K +$2.46K +116 +193%