300 hedge funds and large institutions have $2.07B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.26% less ownership

Funds ownership: 115.17%110.91% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.07B (-$252M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$163M
Puts
$83.9M
Net Calls
Net Calls Change

Top Buyers

1 +$31.5M
2 +$18.4M
3 +$15.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.9M
5
Jane Street
Jane Street
New York
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
JFA
252
JNBA Financial Advisors
Minnesota
$9.68K
CFB
253
Cullen/Frost Bankers
Texas
$7.87K
AAS
254
Ameritas Advisory Services
Nebraska
$7.74K
AS
255
Altshuler Shaham
Israel
$7.26K
C
256
Covestor
United Kingdom
$7K
GI
257
GAMMA Investing
California
$6.32K
PC
258
Pier Capital
Connecticut
$5.35K
SCM
259
Sterling Capital Management
North Carolina
$4.48K
VCM
260
Versant Capital Management
Arizona
$4.45K
EWA
261
EverSource Wealth Advisors
Alabama
$3.94K
FFO
262
Fortitude Family Office
Arizona
$3.07K
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$2.81K
AWM
264
Abound Wealth Management
Tennessee
$2.73K
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$2.61K
SAM
266
Smartleaf Asset Management
Massachusetts
$2.57K
GWM
267
Geneos Wealth Management
Colorado
$2.42K
MSG
268
Main Street Group
Virginia
$2.35K
HNB
269
Huntington National Bank
Ohio
$2.2K
SC
270
Stephens Consulting
Michigan
$1.96K
S
271
Sachetta
Massachusetts
$1.79K
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$1.45K
PFBT
273
Parkside Financial Bank & Trust
Missouri
$1.4K
TWD
274
True Wealth Design
Ohio
$1.33K
W
275
WealthCollab
Washington
$1.28K