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FIVE9

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
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
4.09%
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
125
Reduced
77
Closed
49
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$9.88K -$147K -5,414 -94%
RFS
252
Richardson Financial Services
Massachusetts
$8.82K +$8.82K +325 New
SCM
253
Sterling Capital Management
North Carolina
$6.6K -$25.6K -942 -79%
RFG
254
REAP Financial Group
Texas
$5.97K +$2.82K +104 +90%
HCP
255
Hexagon Capital Partners
Arkansas
$5.48K +$1.03K +38 +23%
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.43K
SS
257
SBI Securities
Japan
$5.27K +$4.94K +182 +1,517%
CA
258
CoreCap Advisors
Michigan
$5.13K +$1.28K +47 +33%
BBHC
259
Brown Brothers Harriman & Co
New York
$4.78K
SSG
260
Summit Securities Group
New York
$4.21K +$4.21K +155 New
BOJHT
261
Bank of Jackson Hole Trust
Wyoming
$4.2K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$4.16K -$190 -7 -4%
SC
263
SouthState Corp
Florida
$3.94K +$3.94K +145 New
CA
264
Clearstead Advisors
Ohio
$3.83K +$1.01K +37 +36%
QCG
265
Quadrant Capital Group
Ohio
$3.8K -$5.51K -203 -59%
HI
266
Harbour Investments
Wisconsin
$3.42K +$543 +20 +19%
AF
267
Atala Financial
California
$3.39K
PS
268
Principal Securities
Iowa
$3.33K
PTC
269
Private Trust Company
Ohio
$3.26K -$81 -3 -2%
WA
270
WPG Advisers
Maryland
$3.1K +$3.1K +114 New
AWM
271
Abound Wealth Management
Tennessee
$3.07K
MSG
272
Main Street Group
Virginia
$2.63K
LFG
273
Larson Financial Group
Missouri
$2.5K +$2.5K +92 New
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$2.36K +$2.09K +77 +770%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$2.28K +$1.66K +77 +266%