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295 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $177M | Put options by funds: $28.8M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

38% more capital invested

Capital invested by funds: $2.33B → $3.22B (+$889M)

10% more funds holding

Funds holding: 269295 (+26)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

3.12% less ownership

Funds ownership: 108.51%105.39% (-3.1%)

Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
76
Increased
98
Reduced
93
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
First Horizon Advisors
Tennessee
$4.71K -$5.74K -159 -58%
BOJHT
252
Bank of Jackson Hole Trust
Wyoming
$4.71K +$4.18K +116 New
RFG
253
REAP Financial Group
Texas
$4.71K +$4.18K +116 New
AWM
254
Abound Wealth Management
Tennessee
$4.59K
HI
255
Harbour Investments
Wisconsin
$4.31K +$3.82K +106 New
CA
256
Clearstead Advisors
Ohio
$4.23K +$1.33K +37 +55%
SIC
257
Salem Investment Counselors
North Carolina
$4.06K
CTA
258
Colonial Trust Advisors
South Carolina
$4.06K +$3.61K +100 New
MSG
259
Main Street Group
Virginia
$3.94K
PWMG
260
Private Wealth Management Group
New Jersey
$3.54K +$1.73K +48 +123%
PS
261
Principal Securities
Iowa
$3.33K +$2.13K +59 +257%
RCM
262
Raleigh Capital Management
North Carolina
$3.29K +$2.92K +81 New
PAS
263
Point72 Asia (Singapore)
Singapore
$2.15K +$1.91K +53 New
HNB
264
Huntington National Bank
Ohio
$1.99K -$6.92K -192 -80%
CFB
265
Cullen/Frost Bankers
Texas
$1.79K +$1.59K +44 New
KIM
266
Kestra Investment Management
Texas
$1.79K +$1.59K +44 New
S
267
Sachetta
Massachusetts
$1.75K +$866 +24 +126%
IA
268
IFP Advisors
Florida
$1.71K
CTC
269
Central Trust Company
Missouri
$1.67K +$721 +20 +95%
MCM
270
MV Capital Management
Maryland
$1.54K +$613 +17 +81%
AAP
271
Arax Advisory Partners
Colorado
$1.3K +$1.15K +32 New
BTI
272
Blue Trust Inc
Georgia
$1.26K -$1.33K -37 -54%
GRP
273
Global Retirement Partners
California
$1.26K -$108 -3 -9%
AssetMark Inc
274
AssetMark Inc
California
$1.26K +$1.12K +31 New
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$1.14K -$397 -11 -28%

FIVN Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2024, worth a combined $3.22B — up 38% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FIVN positions and 48 closed out — a net gain of 28 holders — while 98 added to existing stakes and 93 trimmed.

The largest buyer was Norges Bank, adding an estimated $70.4M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 295 institutional investors held FIVE9 (FIVN) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $3.22B of FIVE9 stock for Q4 2024, up 38% quarter-over-quarter.
  • 76 funds opened new FIVE9 positions in Q4 2024 and 48 closed out, a net change of +28 holders.
  • The largest FIVE9 buyer in Q4 2024 was Norges Bank, an estimated $70.4M added.
  • The largest FIVE9 seller in Q4 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2024.