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291 hedge funds and large institutions have $1.23B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $108M | Put options by funds: $19.5M

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

4.38% more ownership

Funds ownership: 101.43%105.81% (+4.4%)

1% more funds holding

Funds holding: 287291 (+4)

23% less capital invested

Capital invested by funds: $1.59B → $1.23B (-$365M)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
55
Increased
115
Reduced
86
Closed
45
Calls
$108M
Puts
$19.5M
Net Calls
+$88.8M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$21.3K +$24.4K +1,405 New
SPIA
227
Steward Partners Investment Advisory
New York
$20.6K +$3.62K +208 +18%
GI
228
GAMMA Investing
California
$20.5K +$17.3K +997 +279%
PA
229
Parallel Advisors
California
$19.7K +$4.21K +242 +23%
FMP
230
Financial Management Professionals
Texas
$19.6K +$22.4K +1,289 New
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$17.6K +$10.1K +581 +101%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$15.5K -$939 -54 -5%
DWP
233
Destiny Wealth Partners
Florida
$15.5K +$17.7K +1,020 New
RFP
234
Root Financial Partners
California
$14.2K +$16.3K +939 New
NC
235
Nicholas Company
Wisconsin
$11.5K -$4.29K -247 -25%
S
236
SignatureFD
Georgia
$11.5K +$6.22K +358 +89%
RWM
237
RMG Wealth Management
Wisconsin
$11.2K +$9.13K +525 New
EP
238
Essential Partners
California
$10.1K -$28.9K -1,664 -71%
RIL
239
Rothschild Investment LLC
Illinois
$9.6K -$20.9K -1,203 -66%
SSG
240
Summit Securities Group
New York
$9.06K +$10.4K +597 New
AssetMark Inc
241
AssetMark Inc
California
$8.75K +$9.25K +532 +1,182%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$8.69K -$35.6K -2,049 -78%
IA
243
IFP Advisors
Florida
$8.39K -$1.51K -87 -14%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$7.98K +$9.14K +526 New
SCM
245
Sterling Capital Management
North Carolina
$7.71K
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$7.45K
US Bancorp
247
US Bancorp
Minnesota
$7.4K -$7.35K -423 -46%
JFA
248
JNBA Financial Advisors
Minnesota
$6.07K
C
249
Covestor
United Kingdom
$6K +$1.46K +84 +29%
CFB
250
Cullen/Frost Bankers
Texas
$5.81K +$834 +48 +14%