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308 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $163M | Put options by funds: $83.9M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

5% more funds holding

Funds holding: 294308 (+14)

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
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
53
Increased
120
Reduced
86
Closed
37
Calls
$163M
Puts
$83.9M
Net Calls
+$78.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
Farther Finance Advisors
California
$13.4K -$3.81K -144 -21%
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$11.9K
S
253
SignatureFD
Georgia
$11.3K +$264 +10 +2%
ACM
254
Aster Capital Management
United Arab Emirates
$10.9K +$12K +452 New
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K +$5.9K +223 +112%
JFA
256
JNBA Financial Advisors
Minnesota
$9.68K
CFB
257
Cullen/Frost Bankers
Texas
$7.87K -$978 -37 -10%
AAS
258
Ameritas Advisory Services
Nebraska
$7.74K -$863K -32,656 -99%
AS
259
Altshuler Shaham
Israel
$7.26K +$7.93K +300 New
C
260
Covestor
United Kingdom
$7K +$714 +27 +11%
GI
261
GAMMA Investing
California
$6.32K -$1.85K -70 -21%
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 +$2.96K +112 +220%
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 -$64.8K -2,449 -96%
SAM
270
Smartleaf Asset Management
Massachusetts
$2.57K +$2.41K +91 +910%
GWM
271
Geneos Wealth Management
Colorado
$2.42K -$2.3K -87 -47%
MSG
272
Main Street Group
Virginia
$2.35K
HNB
273
Huntington National Bank
Ohio
$2.2K -$20.3K -766 -89%
SC
274
Stephens Consulting
Michigan
$1.96K +$2.14K +81 New
S
275
Sachetta
Massachusetts
$1.79K

FIVN Hedge Fund Activity: Q3 2025 in Review

308 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2025, worth a combined $2.08B — down 11% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 37 closed out — a net gain of 16 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Voss Capital, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $47.5M.

  • 308 institutional investors held FIVE9 (FIVN) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.08B of FIVE9 stock for Q3 2025, down 11% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q3 2025 and 37 closed out, a net change of +16 holders.
  • The largest FIVE9 buyer in Q3 2025 was Voss Capital, an estimated $34.4M added.
  • The largest FIVE9 seller in Q3 2025 was Fidelity Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2025.