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306 hedge funds and large institutions have $2.24B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 78 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $114M | Put options by funds: $52M

65% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 78

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

4% more funds holding

Funds holding: 295306 (+11)

3.34% more ownership

Funds ownership: 105.39%108.73% (+3.3%)

31% less capital invested

Capital invested by funds: $3.22B → $2.24B (-$983M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.1%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
62
Increased
129
Reduced
78
Closed
48
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
251
Raleigh Capital Management
North Carolina
$12.8K +$14.3K +391 +483%
GI
252
GAMMA Investing
California
$11.8K +$2.46K +67 +18%
JFA
253
JNBA Financial Advisors
Minnesota
$10.9K +$14.7K +400 New
SAM
254
Smartleaf Asset Management
Massachusetts
$10.3K +$220 +6 +2%
TRCT
255
Tower Research Capital (TRC)
New York
$9.88K -$199K -5,414 -94%
RFS
256
Richardson Financial Services
Massachusetts
$8.82K +$11.9K +325 New
SCM
257
Sterling Capital Management
North Carolina
$6.6K -$34.5K -942 -79%
RFG
258
REAP Financial Group
Texas
$5.97K +$3.81K +104 +90%
HCP
259
Hexagon Capital Partners
Arkansas
$5.48K +$1.39K +38 +23%
DB
260
Danske Bank
Denmark
$5.43K -$436K -11,891 -98%
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.43K
SS
262
SBI Securities
Japan
$5.27K +$6.67K +182 +1,517%
CA
263
CoreCap Advisors
Michigan
$5.13K +$1.72K +47 +33%
BBHC
264
Brown Brothers Harriman & Co
New York
$4.78K
SSG
265
Summit Securities Group
New York
$4.21K +$5.68K +155 New
BOJHT
266
Bank of Jackson Hole Trust
Wyoming
$4.2K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$4.16K -$257 -7 -4%
SC
268
SouthState Corp
Florida
$3.94K +$5.32K +145 New
CA
269
Clearstead Advisors
Ohio
$3.83K +$1.36K +37 +36%
QCG
270
Quadrant Capital Group
Ohio
$3.8K -$7.44K -203 -59%
HI
271
Harbour Investments
Wisconsin
$3.42K +$733 +20 +19%
AF
272
Atala Financial
California
$3.39K
PS
273
Principal Securities
Iowa
$3.33K
PTC
274
Private Trust Company
Ohio
$3.26K -$110 -3 -2%
WA
275
WPG Advisers
Maryland
$3.1K +$4.18K +114 New

FIVN Hedge Fund Activity: Q1 2025 in Review

306 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2025, worth a combined $2.24B — down 31% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FIVN positions and 48 closed out — a net gain of 14 holders — while 129 added to existing stakes and 78 trimmed.

The largest buyer was UBS AM, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 306 institutional investors held FIVE9 (FIVN) as of Q1 2025, up from 295 in Q4 2024.
  • Funds reported $2.24B of FIVE9 stock for Q1 2025, down 31% quarter-over-quarter.
  • 62 funds opened new FIVE9 positions in Q1 2025 and 48 closed out, a net change of +14 holders.
  • The largest FIVE9 buyer in Q1 2025 was UBS AM, an estimated $73.2M added.
  • The largest FIVE9 seller in Q1 2025 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2025.