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FIVE9
FIVN

Overview Fund Activity

291 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-10
Holders Change %
-3.32%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
94
Reduced
107
Closed
63
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$68.1M
2
VC
2
Voss Capital
Texas
$86.1M
3
BlackRock
3
BlackRock
New York
$191M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$22M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$246M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.1M
2
Ameriprise
2
Ameriprise
Minnesota
$39.2M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$3.3M
5
UBS AM
5
UBS AM
Illinois
$55.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Sterling Capital Management
North Carolina
$4.9K -$1.54K -58 -24%
VCM
252
Versant Capital Management
Arizona
$4.87K -$12.8K -485 -72%
N
253
Natixis
France
$4.77K +$4.77K +180 New
PFBT
254
Parkside Financial Bank & Trust
Missouri
$4.34K +$291 +11 +7%
CA
255
Clearstead Advisors
Ohio
$3.73K – – –
RIL
256
Rothschild Investment LLC
Illinois
$3.71K +$3.71K +140 New
FFO
257
Fortitude Family Office
Arizona
$3.36K +$3.36K +127 New
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$3.07K +$768 +29 +33%
AWM
259
Abound Wealth Management
Tennessee
$2.99K – – –
MSG
260
Main Street Group
Virginia
$2.57K – – –
LFG
261
Larson Financial Group
Missouri
$2.44K – – –
PSFG
262
Park Square Financial Group
Georgia
$2.22K +$2.22K +84 New
S
263
Sachetta
Massachusetts
$1.96K +$1.96K +74 New
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$1.54K -$1.27K -48 -45%
TWD
265
True Wealth Design
Ohio
$1.46K +$1.46K +55 New
EWA
266
EverSource Wealth Advisors
Alabama
$1.35K +$318 +12 +31%
TWC
267
TD Waterhouse Canada
Ontario, Canada
$1.33K +$1.33K +50 New
FHA
268
First Horizon Advisors
Tennessee
$1.11K -$11.6K -438 -91%
SS
269
SBI Securities
Japan
$1.09K -$4.05K -153 -79%
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$927 – – –
MWM
271
Mascoma Wealth Management
New Hampshire
$794 – – –
MA
272
Montag & Associates
Georgia
$661 -$53 -2 -7%
AWM
273
Activest Wealth Management
Florida
$636 +$636 +24 New
CTWM
274
Cherry Tree Wealth Management
Minnesota
$610 – – –
BWL
275
Bogart Wealth LLC
Virginia
$583 +$583 +22 New
9 10
11
12 13