291 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 63 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: 301291 (-10)

11% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 63

12% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 107

Holders
291
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
SCM
251
Sterling Capital Management
North Carolina
$4.9K
VCM
252
Versant Capital Management
Arizona
$4.87K
N
253
Natixis
France
$4.77K
PFBT
254
Parkside Financial Bank & Trust
Missouri
$4.34K
CA
255
Clearstead Advisors
Ohio
$3.73K
RIL
256
Rothschild Investment LLC
Illinois
$3.71K
FFO
257
Fortitude Family Office
Arizona
$3.36K
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$3.07K
AWM
259
Abound Wealth Management
Tennessee
$2.99K
MSG
260
Main Street Group
Virginia
$2.57K
LFG
261
Larson Financial Group
Missouri
$2.44K
PSFG
262
Park Square Financial Group
Georgia
$2.22K
S
263
Sachetta
Massachusetts
$1.96K
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$1.54K
TWD
265
True Wealth Design
Ohio
$1.46K
EWA
266
EverSource Wealth Advisors
Alabama
$1.35K
TWC
267
TD Waterhouse Canada
Ontario, Canada
$1.33K
FHA
268
First Horizon Advisors
Tennessee
$1.11K
SS
269
SBI Securities
Japan
$1.09K
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$927
MWM
271
Mascoma Wealth Management
New Hampshire
$794
MA
272
Montag & Associates
Georgia
$661
AWM
273
Activest Wealth Management
Florida
$636
CTWM
274
Cherry Tree Wealth Management
Minnesota
$610
BWL
275
Bogart Wealth LLC
Virginia
$583