293 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 303293 (-10)

11% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 64

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$158M
Puts
$117M
Net Calls
Net Calls Change

Top Sellers

1 -$35.7M
2 -$33.6M
3 -$19.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$17.4M
5
UBS AM
UBS AM
Illinois
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.3K
GWM
252
Geneos Wealth Management
Colorado
$4.95K
SCM
253
Sterling Capital Management
North Carolina
$4.9K
VCM
254
Versant Capital Management
Arizona
$4.87K
N
255
Natixis
France
$4.77K
PFBT
256
Parkside Financial Bank & Trust
Missouri
$4.34K
CA
257
Clearstead Advisors
Ohio
$3.73K
RIL
258
Rothschild Investment LLC
Illinois
$3.71K
FFO
259
Fortitude Family Office
Arizona
$3.36K
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$3.07K
AWM
261
Abound Wealth Management
Tennessee
$2.99K
MSG
262
Main Street Group
Virginia
$2.57K
LFG
263
Larson Financial Group
Missouri
$2.44K
PSFG
264
Park Square Financial Group
Georgia
$2.22K
S
265
Sachetta
Massachusetts
$1.96K
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$1.54K
TWD
267
True Wealth Design
Ohio
$1.46K
EWA
268
EverSource Wealth Advisors
Alabama
$1.35K
TWC
269
TD Waterhouse Canada
Ontario, Canada
$1.33K
FHA
270
First Horizon Advisors
Tennessee
$1.11K
SS
271
SBI Securities
Japan
$1.09K
NEWAS
272
N.E.W. Advisory Services
Wisconsin
$927
MWM
273
Mascoma Wealth Management
New Hampshire
$794
MA
274
Montag & Associates
Georgia
$661
AWM
275
Activest Wealth Management
Florida
$636