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
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$2.33K
TWD
252
True Wealth Design
Ohio
$2.29K
AWM
253
Abound Wealth Management
Tennessee
$2.27K
GWM
254
Geneos Wealth Management
Colorado
$2K
S
255
Sachetta
Massachusetts
$1.48K
BFS
256
Bare Financial Services
Pennsylvania
$1.48K
CA
257
Clearstead Advisors
Ohio
$1.38K
PFBT
258
Parkside Financial Bank & Trust
Missouri
$1.2K
TFA
259
Transamerica Financial Advisors
Florida
$1.12K
NSIM
260
North Star Investment Management
Illinois
$1.02K
AW
261
Avion Wealth
Texas
$1K
HFS
262
Hantz Financial Services
Michigan
$1K
AssetMark Inc
263
AssetMark Inc
California
$902
CIAS
264
CBIZ Investment Advisory Services
Ohio
$802
EC
265
Elequin Capital
New York
$722
OC
266
Optima Capital
Oregon
$521
PWA
267
Physician Wealth Advisors
Utah
$482
SIC
268
SJS Investment Consulting
Ohio
$462
SC
269
Swan Capital
Florida
$461
HI
270
Harbour Investments
Wisconsin
$361
MCM
271
MV Capital Management
Maryland
$261
IPS
272
Investors Portfolio Services
Washington
$220
SAM
273
Smartleaf Asset Management
Massachusetts
$200
AWM
274
Activest Wealth Management
Florida
$140
CA
275
CoreCap Advisors
Michigan
$120