301 hedge funds and large institutions have $2.16B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 49 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:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.64% less ownership

Funds ownership: 105.37%104.73% (-0.64%)

33% less capital invested

Capital invested by funds: $3.22B → $2.16B (-$1.07B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
301
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
$114M
Puts
$52M
Net Calls
Net Calls Change

Top Sellers

1 -$85.8M
2 -$39.3M
3 -$36.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.9M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
$9.88K
RFS
252
Richardson Financial Services
Massachusetts
$8.82K
SCM
253
Sterling Capital Management
North Carolina
$6.6K
RFG
254
REAP Financial Group
Texas
$5.97K
HCP
255
Hexagon Capital Partners
Arkansas
$5.48K
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.43K
SS
257
SBI Securities
Japan
$5.27K
CA
258
CoreCap Advisors
Michigan
$5.13K
BBHC
259
Brown Brothers Harriman & Co
New York
$4.78K
SSG
260
Summit Securities Group
New York
$4.21K
BOJHT
261
Bank of Jackson Hole Trust
Wyoming
$4.2K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$4.16K
SC
263
SouthState Corp
Florida
$3.94K
CA
264
Clearstead Advisors
Ohio
$3.83K
QCG
265
Quadrant Capital Group
Ohio
$3.8K
HI
266
Harbour Investments
Wisconsin
$3.42K
AF
267
Atala Financial
California
$3.39K
PS
268
Principal Securities
Iowa
$3.33K
PTC
269
Private Trust Company
Ohio
$3.26K
WA
270
WPG Advisers
Maryland
$3.1K
AWM
271
Abound Wealth Management
Tennessee
$3.07K
MSG
272
Main Street Group
Virginia
$2.63K
LFG
273
Larson Financial Group
Missouri
$2.5K
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$2.36K
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$2.28K