307 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.3% less ownership

Funds ownership: 115.27%110.96% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.08B (-$253M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
307
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
$163M
Puts
$83.9M
Net Calls
Net Calls Change

Top Buyers

1 +$34.4M
2 +$20.1M
3 +$17.3M
4
Goldman Sachs
Goldman Sachs
New York
+$16.2M
5
Jane Street
Jane Street
New York
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
Farther Finance Advisors
California
$13.4K
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$11.9K
S
253
SignatureFD
Georgia
$11.3K
ACM
254
Aster Capital Management
United Arab Emirates
$10.9K
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
JFA
256
JNBA Financial Advisors
Minnesota
$9.68K
CFB
257
Cullen/Frost Bankers
Texas
$7.87K
AAS
258
Ameritas Advisory Services
Nebraska
$7.74K
AS
259
Altshuler Shaham
Israel
$7.26K
C
260
Covestor
United Kingdom
$7K
GI
261
GAMMA Investing
California
$6.32K
PC
262
Pier Capital
Connecticut
$5.35K
SCM
263
Sterling Capital Management
North Carolina
$4.48K
VCM
264
Versant Capital Management
Arizona
$4.45K
EWA
265
EverSource Wealth Advisors
Alabama
$3.94K
FFO
266
Fortitude Family Office
Arizona
$3.07K
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$2.81K
AWM
268
Abound Wealth Management
Tennessee
$2.73K
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$2.61K
SAM
270
Smartleaf Asset Management
Massachusetts
$2.57K
GWM
271
Geneos Wealth Management
Colorado
$2.42K
MSG
272
Main Street Group
Virginia
$2.35K
HNB
273
Huntington National Bank
Ohio
$2.2K
SC
274
Stephens Consulting
Michigan
$1.96K
S
275
Sachetta
Massachusetts
$1.79K